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Arcadia Investment Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History

Arcadia Investment 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 		$13.6M Buy
73,700
+993
+1% +$178K 5.75% 3
2026
Q1 		$11.7M Buy
72,707
+272
+0.4% +$45.8K 5.51% 3
2025
Q4 		$12.4M Sell
72,435
-764
-1% -$129K 5.75% 3
2025
Q3 		$12.2M Sell
73,199
-1,154
-2% -$184K 5.91% 3
2025
Q2 		$11.4M Buy
74,353
+979
+1% +$138K 5.9% 4
2025
Q1 		$10.1M Sell
73,374
-2,093
-3% -$304K 5.64% 6
2024
Q4 		$10.9M Sell
75,467
-4,439
-6% -$642K 5.95% 4
2024
Q3 		$11.2M Buy
79,906
+1,061
+1% +$144K 6.01% 4
2024
Q2 		$10.6M Buy
78,845
+1,976
+3% +$253K 6% 5
2024
Q1 		$9.77M Sell
76,869
-710
-0.9% -$86.1K 5.58% 6
2023
Q4 		$8.93M Buy
77,579
+10,836
+16% +$1.17M 5.38% 6
2023
Q3 		$6.9M Buy
66,743
+57,253
+603% +$6.14M 4.57% 7
2023
Q2 		$1.01M Buy
+9,490
New +$954K 0.66% 26

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 $1.43B AUM 24.87% 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

Arcadia Investment Advisors's IWL Position: Q2 2026 in Review

Arcadia Investment Advisors increased its iShares Russell Top 200 ETF (IWL) stake by 1.4% in Q2 2026, buying an estimated $178K and bringing the position to 73,700 shares worth $13.6M. The position accounts for 5.75% of the portfolio, ranked #3.

Arcadia Investment Advisors first reported a position in IWL in Q2 2023 and has held it in 13 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Arcadia Investment Advisors held 73,700 shares of iShares Russell Top 200 ETF worth $13.6M as of Q2 2026.
  • Arcadia Investment Advisors bought 993 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $178K.
  • iShares Russell Top 200 ETF made up 5.75% of Arcadia Investment Advisors's portfolio in Q2 2026, its #3 holding.
  • Arcadia Investment Advisors first reported a position in iShares Russell Top 200 ETF in Q2 2023 and has held it in 13 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Arcadia Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.