AWM
IWL icon

Avior Wealth Management’s iShares Russell Top 200 ETF IWL Stock Holding History

Avior Wealth 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 		$1.44M Sell
7,805
-138
-2% -$24.8K 0.04% 297
2026
Q1 		$1.27M Sell
7,943
-280
-3% -$47.2K 0.04% 305
2025
Q4 		$1.4M Sell
8,223
-212
-3% -$35.8K 0.04% 252
2025
Q3 		$1.4M Sell
8,435
-140
-2% -$22.3K 0.05% 248
2025
Q2 		$1.31M Sell
8,575
-252
-3% -$35.5K 0.05% 240
2025
Q1 		$1.21M Sell
8,827
-1,131
-11% -$164K 0.05% 238
2024
Q4 		$1.44M Sell
9,958
-739
-7% -$107K 0.05% 223
2024
Q3 		$1.5M Sell
10,697
-1,318
-11% -$179K 0.06% 213
2024
Q2 		$1.61M Sell
12,015
-1,208
-9% -$154K 0.07% 182
2024
Q1 		$1.68M Sell
13,223
-2,338
-15% -$283K 0.08% 182
2023
Q4 		$1.79M Sell
15,561
-4,601
-23% -$498K 0.11% 139
2023
Q3 		$2.08M Sell
20,162
-6,829
-25% -$732K 0.14% 117
2023
Q2 		$2.88M Buy
+26,991
New +$2.71M 0.19% 103
2023
Q1 		– Sell
-43,219
Closed -$3.89M – 1647
2022
Q4 		$3.89M Buy
43,219
+37,508
+657% +$3.4M 0.29% 74
2022
Q3 		$484K Buy
+5,711
New +$540K 0.04% 275

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

Avior Wealth Management's IWL Position: Q2 2026 in Review

Avior Wealth Management reduced its iShares Russell Top 200 ETF (IWL) stake by 1.7% in Q2 2026, selling an estimated $24.8K and leaving 7,805 shares worth $1.44M. The position accounts for 0.04% of the portfolio, ranked #297.

Avior Wealth Management first reported a position in IWL in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.89M in Q4 2022. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Avior Wealth Management held 7,805 shares of iShares Russell Top 200 ETF worth $1.44M as of Q2 2026.
  • Avior Wealth Management sold 138 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $24.8K.
  • iShares Russell Top 200 ETF made up 0.04% of Avior Wealth Management's portfolio in Q2 2026, its #297 holding.
  • Avior Wealth Management first reported a position in iShares Russell Top 200 ETF in Q3 2022 and has held it in 15 quarters since.
  • Avior Wealth Management's iShares Russell Top 200 ETF position peaked at $3.89M in Q4 2022.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.