AWM
IWL icon

AE Wealth Management’s iShares Russell Top 200 ETF IWL Stock Holding History

AE Wealth Management’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 		$169K Buy
913
+669
+274% +$120K ﹤0.01% 1767
2026
Q1 		$39.1K Hold
244
– – ﹤0.01% 2015
2025
Q4 		$41.6K Hold
244
– – ﹤0.01% 1885
2025
Q3 		$40.5K Buy
244
+159
+187% +$25.3K ﹤0.01% 1760
2025
Q2 		$13K Hold
85
– – ﹤0.01% 1835
2025
Q1 		$11.7K Buy
85
+10
+13% +$1.45K ﹤0.01% 1834
2024
Q4 		$10.9K Buy
+75
New +$10.9K ﹤0.01% 1831
2024
Q1 		– Sell
-3,352
Closed -$398K – 1581
2023
Q4 		$398K Sell
3,352
-2,254
-40% -$244K ﹤0.01% 1569
2023
Q3 		$580K Sell
5,606
-1,707
-23% -$183K ﹤0.01% 1300
2023
Q2 		$780K Sell
7,313
-872
-11% -$87.6K ﹤0.01% 1184
2023
Q1 		$796K Buy
+8,185
New +$770K 0.01% 1139
2022
Q2 		– Sell
-53,189
Closed -$5.75M – 1779
2022
Q1 		$5.75M Buy
+53,189
New +$5.67M 0.04% 400
2020
Q1 		– Sell
-9,245
Closed -$695K – 1204
2019
Q4 		$695K Sell
9,245
-18,365
-67% -$1.32M 0.02% 628
2019
Q3 		$1.9M Buy
+27,610
New +$1.9M 0.06% 289

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

AE Wealth Management's IWL Position: Q2 2026 in Review

AE Wealth Management increased its iShares Russell Top 200 ETF (IWL) stake by 274% in Q2 2026, buying an estimated $120K and bringing the position to 913 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #1767.

AE Wealth Management first reported a position in IWL in Q3 2019 and has held it in 14 quarters since. The position peaked at $5.75M in Q1 2022. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • AE Wealth Management held 913 shares of iShares Russell Top 200 ETF worth $169K as of Q2 2026.
  • AE Wealth Management bought 669 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $120K.
  • iShares Russell Top 200 ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1767 holding.
  • AE Wealth Management first reported a position in iShares Russell Top 200 ETF in Q3 2019 and has held it in 14 quarters since.
  • AE Wealth Management's iShares Russell Top 200 ETF position peaked at $5.75M in Q1 2022.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.