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Buck Wealth Strategies’s iShares Russell Top 200 ETF IWL Stock Holding History

Buck Wealth Strategies’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 		$68.6K Buy
+371
New +$66.7K 0.01% 308
2023
Q4 		– Sell
-359
Closed -$37.1K – 210
2023
Q3 		$37.1K Buy
+359
New +$38.5K 0.01% 132

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 $1.42B AUM 19.14% 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

Buck Wealth Strategies's IWL Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in iShares Russell Top 200 ETF (IWL) in Q2 2026: 371 shares worth $68.6K. The stake represents 0.01% of the portfolio and ranks #308 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in IWL as recently as Q3 2023.

Buck Wealth Strategies first reported a position in IWL in Q3 2023 and has held it in 2 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Buck Wealth Strategies held 371 shares of iShares Russell Top 200 ETF worth $68.6K as of Q2 2026.
  • iShares Russell Top 200 ETF was a new Buck Wealth Strategies position in Q2 2026.
  • iShares Russell Top 200 ETF made up 0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #308 holding.
  • Buck Wealth Strategies first reported a position in iShares Russell Top 200 ETF in Q3 2023 and has held it in 2 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.