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

Allworth 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	$19.6K	Sell	106 -176	-62%	-$31.6K	﹤0.01%	3215
2026 Q1	$45.3K	Hold	282	–	–	﹤0.01%	2400
2025 Q4	$48.1K	Buy	282 +1	+0.4%	+$169	﹤0.01%	2228
2025 Q3	$46.7K	Buy	+281	New	+$44.7K	﹤0.01%	2137
2022 Q1	–	Sell	-920	Closed	-$105K	–	2244
2021 Q4	$105K	Hold	920	–	–	﹤0.01%	666
2021 Q3	$95K	Hold	920	–	–	﹤0.01%	630
2021 Q2	$95K	Hold	920	–	–	﹤0.01%	480
2021 Q1	$87K	Hold	920	–	–	﹤0.01%	469
2020 Q4	$83K	Buy	+920	New	+$78.6K	﹤0.01%	395

Other funds holding IWL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Allworth Financial's IWL Position: Q2 2026 in Review

Allworth Financial reduced its iShares Russell Top 200 ETF (IWL) stake by 62% in Q2 2026, selling an estimated $31.6K and leaving 106 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3215.

Allworth Financial first reported a position in IWL in Q4 2020 and has held it in 9 quarters since. The position peaked at $105K in Q4 2021. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

Allworth Financial held 106 shares of iShares Russell Top 200 ETF worth $19.6K as of Q2 2026.
Allworth Financial sold 176 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $31.6K.
iShares Russell Top 200 ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3215 holding.
Allworth Financial first reported a position in iShares Russell Top 200 ETF in Q4 2020 and has held it in 9 quarters since.
Allworth Financial's iShares Russell Top 200 ETF position peaked at $105K in Q4 2021.
235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.