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Advisory Services Network’s iShares Russell Top 200 ETF IWL Stock Holding History

Advisory Services Network’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 		– Sell
-716
Closed -$115K – 3449
2026
Q1 		$115K Buy
+716
New +$121K ﹤0.01% 2118
2025
Q4 		– Sell
-249
Closed -$41.4K – 3084
2025
Q3 		$41.4K Buy
+249
New +$39.6K ﹤0.01% 2554

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 $1.43B AUM 24.87% 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

Advisory Services Network's IWL Position: Q2 2026 in Review

Advisory Services Network sold out of iShares Russell Top 200 ETF (IWL) in Q2 2026, closing a stake of 716 shares — an estimated $115K sold.

Advisory Services Network first reported a position in IWL in Q3 2025 and held it in 2 quarters. The position peaked at $115K in Q1 2026. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Advisory Services Network reported no remaining iShares Russell Top 200 ETF position as of Q2 2026 after selling out during the quarter.
  • Advisory Services Network sold 716 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $115K.
  • Advisory Services Network first reported a position in iShares Russell Top 200 ETF in Q3 2025 and held it in 2 quarters.
  • Advisory Services Network's iShares Russell Top 200 ETF position peaked at $115K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.