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Advisornet Financial’s iShares Russell Top 200 ETF IWL Stock Holding History

Advisornet Financial’s Portfolio IWL Stock Details IWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$94K Hold
508
– – ﹤0.01% 905
2026
Q1 		$81.5K Hold
508
– – ﹤0.01% 888
2025
Q4 		$86.7K Sell
508
-28
-5% -$4.73K ﹤0.01% 867
2025
Q3 		$89K Hold
536
– – 0.01% 826
2025
Q2 		$82.1K Sell
536
-6
-1% -$846 0.01% 815
2025
Q1 		$74.5K Buy
542
+242
+81% +$35.1K 0.01% 805
2024
Q4 		$43.4K Hold
300
– – ﹤0.01% 922
2024
Q3 		$42.1K Hold
300
– – ﹤0.01% 950
2024
Q2 		$40.2K Buy
+300
New +$38.3K ﹤0.01% 889

Other funds holding IWL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

Advisornet Financial's IWL Position: Q2 2026 in Review

Advisornet Financial held its iShares Russell Top 200 ETF (IWL) position steady in Q2 2026 at 508 shares worth $94K. The position accounts for ﹤0.01% of the portfolio, ranked #905.

Advisornet Financial first reported a position in IWL in Q2 2024 and has held it in 9 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Advisornet Financial held 508 shares of iShares Russell Top 200 ETF worth $94K as of Q2 2026.
  • Advisornet Financial left its iShares Russell Top 200 ETF share count unchanged in Q2 2026.
  • iShares Russell Top 200 ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #905 holding.
  • Advisornet Financial first reported a position in iShares Russell Top 200 ETF in Q2 2024 and has held it in 9 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.