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Andina Capital Management’s iShares Russell Top 200 ETF IWL Stock Holding History

Andina Capital 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 		$447K Buy
+2,415
New +$434K 0.72% 38
2026
Q1 		– Sell
-2,529
Closed -$432K – 145
2025
Q4 		$432K Buy
2,529
+11
+0.4% +$1.86K 0.26% 93
2025
Q3 		$418K Buy
2,518
+101
+4% +$16.1K 0.24% 100
2025
Q2 		$370K Sell
2,417
-2,137
-47% -$301K 0.26% 99
2025
Q1 		$626K Sell
4,554
-1,639
-26% -$238K 0.45% 50
2024
Q4 		$896K Buy
+6,193
New +$896K 0.73% 35

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

Andina Capital Management's IWL Position: Q2 2026 in Review

Andina Capital Management opened a new position in iShares Russell Top 200 ETF (IWL) in Q2 2026: 2,415 shares worth $447K. The stake represents 0.72% of the portfolio and ranks #38 among its holdings. This is a return to the name: Andina Capital Management previously reported a position in IWL as recently as Q4 2025.

Andina Capital Management first reported a position in IWL in Q4 2024 and has held it in 6 quarters since. The position peaked at $896K in Q4 2024. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Andina Capital Management held 2,415 shares of iShares Russell Top 200 ETF worth $447K as of Q2 2026.
  • iShares Russell Top 200 ETF was a new Andina Capital Management position in Q2 2026.
  • iShares Russell Top 200 ETF made up 0.72% of Andina Capital Management's portfolio in Q2 2026, its #38 holding.
  • Andina Capital Management first reported a position in iShares Russell Top 200 ETF in Q4 2024 and has held it in 6 quarters since.
  • Andina Capital Management's iShares Russell Top 200 ETF position peaked at $896K in Q4 2024.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Andina Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.