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

Boyd 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 		$2.55M Sell
13,775
-306
-2% -$55K 0.96% 17
2026
Q1 		$2.26M Sell
14,081
-12
-0.1% -$2.02K 0.96% 18
2025
Q4 		$2.4M Sell
14,093
-4
-0% -$676 1.02% 18
2025
Q3 		$2.34M Sell
14,097
-1,213
-8% -$193K 1.01% 17
2025
Q2 		$2.34M Buy
15,310
+1,395
+10% +$197K 1.02% 18
2025
Q1 		$1.91M Buy
13,915
+3,498
+34% +$508K 0.95% 17
2024
Q4 		$1.51M Sell
10,417
-492
-5% -$71.2K 0.74% 21
2024
Q3 		$1.53M Sell
10,909
-28
-0.3% -$3.8K 0.78% 21
2024
Q2 		$1.47M Sell
10,937
-65
-0.6% -$8.31K 0.81% 22
2024
Q1 		$1.4M Buy
11,002
+14
+0.1% +$1.7K 0.8% 20
2023
Q4 		$1.26M Sell
10,988
-243
-2% -$26.3K 0.79% 21
2023
Q3 		$1.16M Sell
11,231
-219
-2% -$23.5K 0.78% 22
2023
Q2 		$1.22M Sell
11,450
-313
-3% -$31.4K 0.74% 23
2023
Q1 		$1.14M Buy
11,763
+15
+0.1% +$1.41K 0.79% 18
2022
Q4 		$1.06M Sell
11,748
-737
-6% -$66.9K 0.78% 19
2022
Q3 		$1.06M Sell
12,485
-2,359
-16% -$223K 0.85% 17
2022
Q2 		$1.33M Buy
14,844
+12,505
+535% +$1.22M 1.09% 15
2022
Q1 		$253K Sell
2,339
-3,099
-57% -$330K 0.19% 34
2021
Q4 		$620K Buy
+5,438
New +$600K 0.45% 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

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

Boyd Wealth Management reduced its iShares Russell Top 200 ETF (IWL) stake by 2.2% in Q2 2026, selling an estimated $55K and leaving 13,775 shares worth $2.55M. The position accounts for 0.96% of the portfolio, ranked #17.

Boyd Wealth Management first reported a position in IWL in Q4 2021 and has held it in 19 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Boyd Wealth Management held 13,775 shares of iShares Russell Top 200 ETF worth $2.55M as of Q2 2026.
  • Boyd Wealth Management sold 306 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $55K.
  • iShares Russell Top 200 ETF made up 0.96% of Boyd Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Boyd Wealth Management first reported a position in iShares Russell Top 200 ETF in Q4 2021 and has held it in 19 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Boyd Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.