Aureus Asset Management’s iShares Russell Top 200 ETF IWL Stock Holding History

Aureus Asset 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	$1.11M	Hold	6,000	–	–	0.07%	116
2026 Q1	$963K	Hold	6,000	–	–	0.06%	117
2025 Q4	$1.02M	Hold	6,000	–	–	0.07%	97
2025 Q3	$997K	Hold	6,000	–	–	0.06%	90
2025 Q2	$919K	Hold	6,000	–	–	0.06%	97
2025 Q1	$824K	Hold	6,000	–	–	0.06%	102
2024 Q4	$868K	Hold	6,000	–	–	0.06%	102
2024 Q3	$843K	Hold	6,000	–	–	0.06%	97
2024 Q2	$804K	Hold	6,000	–	–	0.06%	98
2024 Q1	$763K	Hold	6,000	–	–	0.05%	97
2023 Q4	$691K	Hold	6,000	–	–	0.05%	104
2023 Q3	$620K	Hold	6,000	–	–	0.05%	107
2023 Q2	$640K	Hold	6,000	–	–	0.05%	106
2023 Q1	$584K	Hold	6,000	–	–	0.05%	110
2022 Q4	$540K	Buy	+6,000	New	+$544K	0.05%	119

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

Aureus Asset Management's IWL Position: Q2 2026 in Review

Aureus Asset Management held its iShares Russell Top 200 ETF (IWL) position steady in Q2 2026 at 6,000 shares worth $1.11M. The position accounts for 0.07% of the portfolio, ranked #116.

Aureus Asset Management first reported a position in IWL in Q4 2022 and has held it in 15 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

Aureus Asset Management held 6,000 shares of iShares Russell Top 200 ETF worth $1.11M as of Q2 2026.
Aureus Asset Management left its iShares Russell Top 200 ETF share count unchanged in Q2 2026.
iShares Russell Top 200 ETF made up 0.07% of Aureus Asset Management's portfolio in Q2 2026, its #116 holding.
Aureus Asset Management first reported a position in iShares Russell Top 200 ETF in Q4 2022 and has held it in 15 quarters since.
235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Aureus Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.