Aptus Capital Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History

Aptus Capital Advisors’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	–	Sell	-13	Closed	-$2.09K	–	1819
2026 Q1	$2.09K	Hold	13	–	–	﹤0.01%	1621
2025 Q4	$2.22K	Hold	13	–	–	﹤0.01%	1609
2025 Q3	$2.16K	Hold	13	–	–	﹤0.01%	1541
2025 Q2	$1.99K	Hold	13	–	–	﹤0.01%	1480
2025 Q1	$1.79K	Hold	13	–	–	﹤0.01%	1391
2024 Q4	$1.88K	Hold	13	–	–	﹤0.01%	1378
2024 Q3	$1.83K	Hold	13	–	–	﹤0.01%	1197
2024 Q2	$1.74K	Hold	13	–	–	﹤0.01%	1119
2024 Q1	$1.65K	Hold	13	–	–	﹤0.01%	1141
2023 Q4	$1.5K	Buy	+13	New	+$1.41K	﹤0.01%	875
2023 Q1	–	Sell	-250	Closed	-$22.5K	–	840
2022 Q4	$22.5K	Hold	250	–	–	﹤0.01%	644
2022 Q3	$21K	Buy	+250	New	+$23.6K	﹤0.01%	610

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

Aptus Capital Advisors's IWL Position: Q2 2026 in Review

Aptus Capital Advisors sold out of iShares Russell Top 200 ETF (IWL) in Q2 2026, closing a stake of 13 shares — an estimated $2.09K sold.

Aptus Capital Advisors first reported a position in IWL in Q3 2022 and held it in 12 quarters. The position peaked at $22.5K in Q4 2022. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

Aptus Capital Advisors reported no remaining iShares Russell Top 200 ETF position as of Q2 2026 after selling out during the quarter.
Aptus Capital Advisors sold 13 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $2.09K.
Aptus Capital Advisors first reported a position in iShares Russell Top 200 ETF in Q3 2022 and held it in 12 quarters.
Aptus Capital Advisors's iShares Russell Top 200 ETF position peaked at $22.5K in Q4 2022.
235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.