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Bouchey Financial Group’s iShares Russell Top 200 ETF IWL Stock Holding History

Bouchey Financial Group’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 		$375K Sell
2,026
-203
-9% -$36.5K 0.02% 121
2026
Q1 		$375K Hold
2,229
– – 0.03% 112
2025
Q4 		$380K Sell
2,229
-26
-1% -$4.39K 0.03% 103
2025
Q3 		$375K Hold
2,255
– – 0.03% 101
2025
Q2 		$345K Hold
2,255
– – 0.03% 99
2025
Q1 		$310K Hold
2,255
– – 0.03% 101
2024
Q4 		$326K Sell
2,255
-22
-1% -$3.18K 0.03% 100
2024
Q3 		$320K Hold
2,277
– – 0.03% 113
2024
Q2 		$305K Hold
2,277
– – 0.03% 107
2024
Q1 		$289K Hold
2,277
– – 0.03% 107
2023
Q4 		$262K Sell
2,277
-8
-0.4% -$866 0.03% 111
2023
Q3 		$236K Hold
2,285
– – 0.03% 106
2023
Q2 		$244K Sell
2,285
-178
-7% -$17.9K 0.03% 93
2023
Q1 		$239K Buy
2,463
+201
+9% +$18.9K 0.03% 89
2022
Q4 		$204K Buy
+2,262
New +$205K 0.03% 90
2022
Q3 		– Sell
-3,161
Closed -$284K – 94
2022
Q2 		$284K Buy
3,161
+18
+0.6% +$1.75K 0.05% 71
2022
Q1 		$340K Hold
3,143
– – 0.05% 72
2021
Q4 		$358K Sell
3,143
-381
-11% -$42K 0.05% 71
2021
Q3 		$363K Hold
3,524
– – 0.05% 61
2021
Q2 		$362K Hold
3,524
– – 0.06% 53
2021
Q1 		$334K Hold
3,524
– – 0.05% 58
2020
Q4 		$318K Hold
3,524
– – 0.05% 57
2020
Q3 		$286K Sell
3,524
-171
-5% -$13.7K 0.06% 54
2020
Q2 		$274K Hold
3,695
– – 0.06% 51
2020
Q1 		$227K Hold
3,695
– – 0.06% 55
2019
Q4 		$278K Sell
3,695
-115
-3% -$8.25K 0.06% 65
2019
Q3 		$263K Sell
3,810
-365
-9% -$25.1K 0.06% 63
2019
Q2 		$284K Sell
4,175
-20
-0.5% -$1.34K 0.07% 60
2019
Q1 		$275K Sell
4,195
-525
-11% -$33.1K 0.07% 62
2018
Q4 		$276K Buy
+4,720
New +$296K 0.08% 62

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

Bouchey Financial Group's IWL Position: Q2 2026 in Review

Bouchey Financial Group reduced its iShares Russell Top 200 ETF (IWL) stake by 9.1% in Q2 2026, selling an estimated $36.5K and leaving 2,026 shares worth $375K. The position accounts for 0.02% of the portfolio, ranked #121.

Bouchey Financial Group first reported a position in IWL in Q4 2018 and has held it in 30 quarters since. The position peaked at $380K in Q4 2025. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Bouchey Financial Group held 2,026 shares of iShares Russell Top 200 ETF worth $375K as of Q2 2026.
  • Bouchey Financial Group sold 203 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $36.5K.
  • iShares Russell Top 200 ETF made up 0.02% of Bouchey Financial Group's portfolio in Q2 2026, its #121 holding.
  • Bouchey Financial Group first reported a position in iShares Russell Top 200 ETF in Q4 2018 and has held it in 30 quarters since.
  • Bouchey Financial Group's iShares Russell Top 200 ETF position peaked at $380K in Q4 2025.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Bouchey Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.