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Brinker Capital Investments’s iShares Russell Top 200 ETF IWL Stock Holding History

Brinker Capital Investments’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
Q1 		– Sell
-1,264
Closed -$216K – 2145
2025
Q4 		$216K Sell
1,264
-24
-2% -$4.05K ﹤0.01% 1985
2025
Q3 		$214K Buy
+1,288
New +$205K ﹤0.01% 1937

Other funds holding IWL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
RIS
Richmond Investment Services Mequon, Wisconsin $619M AUM 22.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return

Brinker Capital Investments's IWL Position: Q1 2026 in Review

Brinker Capital Investments sold out of iShares Russell Top 200 ETF (IWL) in Q1 2026, closing a stake of 1,264 shares — an estimated $216K sold.

Brinker Capital Investments first reported a position in IWL in Q3 2025 and held it in 2 quarters. The position peaked at $216K in Q4 2025. 225 funds tracked by Wall St. Rank hold IWL as of Q1 2026.

  • Brinker Capital Investments reported no remaining iShares Russell Top 200 ETF position as of Q1 2026 after selling out during the quarter.
  • Brinker Capital Investments sold 1,264 iShares Russell Top 200 ETF shares in Q1 2026, an estimated $216K.
  • Brinker Capital Investments first reported a position in iShares Russell Top 200 ETF in Q3 2025 and held it in 2 quarters.
  • Brinker Capital Investments's iShares Russell Top 200 ETF position peaked at $216K in Q4 2025.
  • 225 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.