Arbor Wealth Management (Arizona)’s iShares Russell Top 200 ETF IWL Stock Holding History

Arbor Wealth Management (Arizona)’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	$355K	Buy	+1,917	New	+$345K	0.32%	19

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

Arbor Wealth Management (Arizona)'s IWL Position: Q2 2026 in Review

Arbor Wealth Management (Arizona) opened a new position in iShares Russell Top 200 ETF (IWL) in Q2 2026: 1,917 shares worth $355K. The stake represents 0.32% of the portfolio and ranks #19 among its holdings.

230 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

Arbor Wealth Management (Arizona) held 1,917 shares of iShares Russell Top 200 ETF worth $355K as of Q2 2026.
iShares Russell Top 200 ETF was a new Arbor Wealth Management (Arizona) position in Q2 2026.
iShares Russell Top 200 ETF made up 0.32% of Arbor Wealth Management (Arizona)'s portfolio in Q2 2026, its #19 holding.
230 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Arbor Wealth Management (Arizona)'s 13F filing for Q2 2026, filed 12 Aug 2026.