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

Alpine Bank 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	$231K	Sell	1,250 -1,250	-50%	-$225K	0.03%	159
2026 Q1	$401K	Hold	2,500	–	–	0.06%	123
2025 Q4	$427K	Hold	2,500	–	–	0.06%	111
2025 Q3	$415K	Hold	2,500	–	–	0.06%	115
2025 Q2	$383K	Hold	2,500	–	–	0.06%	111
2025 Q1	$344K	Buy	+2,500	New	+$363K	0.06%	110
2024 Q3	$351K	Buy	+2,500	New	+$339K	0.06%	116

Other funds holding IWL

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

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

RIS

Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 1-Year Est. Return

RWP

Reliant Wealth Planning Louisville, Kentucky $364M AUM 11.96% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Alpine Bank Wealth Management's IWL Position: Q2 2026 in Review

Alpine Bank Wealth Management reduced its iShares Russell Top 200 ETF (IWL) stake by 50% in Q2 2026, selling an estimated $225K and leaving 1,250 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #159.

Alpine Bank Wealth Management first reported a position in IWL in Q3 2024 and has held it in 7 quarters since. The position peaked at $427K in Q4 2025. 143 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

Alpine Bank Wealth Management held 1,250 shares of iShares Russell Top 200 ETF worth $231K as of Q2 2026.
Alpine Bank Wealth Management sold 1,250 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $225K.
iShares Russell Top 200 ETF made up 0.03% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #159 holding.
Alpine Bank Wealth Management first reported a position in iShares Russell Top 200 ETF in Q3 2024 and has held it in 7 quarters since.
Alpine Bank Wealth Management's iShares Russell Top 200 ETF position peaked at $427K in Q4 2025.
143 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.