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

Annex Advisory Services’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	$13.6M	Sell	73,569 -502	-0.7%	-$90.2K	0.23%	73
2026 Q1	$11.9M	Sell	74,071 -1,738	-2%	-$293K	0.22%	79
2025 Q4	$12.9M	Buy	+75,809	New	+$12.8M	0.25%	77

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 $1.43B AUM 24.87% 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

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

Annex Advisory Services reduced its iShares Russell Top 200 ETF (IWL) stake by 0.68% in Q2 2026, selling an estimated $90.2K and leaving 73,569 shares worth $13.6M. The position accounts for 0.23% of the portfolio, ranked #73.

Annex Advisory Services first reported a position in IWL in Q4 2025 and has held it in 3 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

Annex Advisory Services held 73,569 shares of iShares Russell Top 200 ETF worth $13.6M as of Q2 2026.
Annex Advisory Services sold 502 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $90.2K.
iShares Russell Top 200 ETF made up 0.23% of Annex Advisory Services's portfolio in Q2 2026, its #73 holding.
Annex Advisory Services first reported a position in iShares Russell Top 200 ETF in Q4 2025 and has held it in 3 quarters since.
235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.