Blue Bell Private Wealth Management’s iShares Russell Top 200 ETF IWL Stock Holding History

Blue Bell Private 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	$47K	Sell	254 -88	-26%	-$15.8K	0.01%	431
2026 Q1	$54.9K	Sell	342 -22	-6%	-$3.71K	0.01%	405
2025 Q4	$62.1K	Hold	364	–	–	0.01%	383
2025 Q3	$60.5K	Sell	364 -21	-5%	-$3.34K	0.01%	378
2025 Q2	$59K	Sell	385 -71	-16%	-$10K	0.01%	370
2025 Q1	$62.7K	Hold	456	–	–	0.01%	351
2024 Q4	$66K	Sell	456 -10	-2%	-$1.45K	0.01%	329
2024 Q3	$65.5K	Hold	466	–	–	0.01%	326
2024 Q2	$62.4K	Sell	466 -17	-4%	-$2.17K	0.01%	328
2024 Q1	$61.4K	Sell	483 -45	-9%	-$5.46K	0.01%	323
2023 Q4	$60.8K	Hold	528	–	–	0.01%	298
2023 Q3	$54.6K	Hold	528	–	–	0.01%	254
2023 Q2	$56.3K	Sell	528 -8	-1%	-$804	0.01%	244
2023 Q1	$52.2K	Sell	536 -62	-10%	-$5.83K	0.02%	223
2022 Q4	$53.8K	Hold	598	–	–	0.02%	208
2022 Q3	$51K	Sell	598 -8	-1%	-$756	0.02%	211
2022 Q2	$54K	Hold	606	–	–	0.02%	211
2022 Q1	$66K	Hold	606	–	–	0.02%	199
2021 Q4	$69K	Hold	606	–	–	0.02%	189
2021 Q3	$62K	Hold	606	–	–	0.02%	100
2021 Q2	$62K	Sell	606 -4	-0.7%	-$399	0.02%	105
2021 Q1	$58K	Sell	610 -3	-0.5%	-$278	0.02%	109
2020 Q4	$60K	Hold	613	–	–	0.02%	98
2020 Q3	$50K	Buy	+613	New	+$49K	0.02%	106

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 $1.42B AUM 19.14% 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

Blue Bell Private Wealth Management's IWL Position: Q2 2026 in Review

Blue Bell Private Wealth Management reduced its iShares Russell Top 200 ETF (IWL) stake by 26% in Q2 2026, selling an estimated $15.8K and leaving 254 shares worth $47K. The position accounts for 0.01% of the portfolio, ranked #431.

Blue Bell Private Wealth Management first reported a position in IWL in Q3 2020 and has held it in 24 quarters since. The position peaked at $69K in Q4 2021. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

Blue Bell Private Wealth Management held 254 shares of iShares Russell Top 200 ETF worth $47K as of Q2 2026.
Blue Bell Private Wealth Management sold 88 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $15.8K.
iShares Russell Top 200 ETF made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #431 holding.
Blue Bell Private Wealth Management first reported a position in iShares Russell Top 200 ETF in Q3 2020 and has held it in 24 quarters since.
Blue Bell Private Wealth Management's iShares Russell Top 200 ETF position peaked at $69K in Q4 2021.
235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.