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

Cahaba 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 		$975K Buy
5,270
+1
+0% +$180 0.06% 60
2026
Q1 		$846K Buy
5,269
+1
+0% +$169 0.06% 64
2025
Q4 		$899K Sell
5,268
-151
-3% -$25.5K 0.06% 60
2025
Q3 		$900K Buy
5,419
+1
+0% +$159 0.07% 59
2025
Q2 		$830K Buy
5,418
+1
+0% +$141 0.06% 65
2025
Q1 		$744K Sell
5,417
-420
-7% -$61K 0.06% 66
2024
Q4 		$845K Sell
5,837
-448
-7% -$64.8K 0.07% 58
2024
Q3 		$883K Buy
6,285
+1
+0% +$136 0.07% 60
2024
Q2 		$842K Sell
6,284
-1,011
-14% -$129K 0.07% 57
2024
Q1 		$927K Sell
7,295
-1,460
-17% -$177K 0.08% 55
2023
Q4 		$1.01M Buy
8,755
+9
+0.1% +$974 0.1% 48
2023
Q3 		$904K Hold
8,746
– – 0.1% 51
2023
Q2 		$933K Buy
8,746
+8
+0.1% +$804 0.1% 51
2023
Q1 		$850K Sell
8,738
-623
-7% -$58.6K 0.1% 49
2022
Q4 		$842K Sell
9,361
-111
-1% -$10.1K 0.1% 48
2022
Q3 		$804K Buy
9,472
+13
+0.1% +$1.23K 0.11% 49
2022
Q2 		$849K Buy
9,459
+9
+0.1% +$876 0.12% 49
2022
Q1 		$924K Sell
9,450
-2
-0% -$213 0.13% 50
2021
Q4 		$1.08M Sell
9,452
-828
-8% -$91.3K 0.14% 46
2021
Q3 		$1.06M Sell
10,280
-37
-0.4% -$3.93K 0.16% 43
2021
Q2 		$1.09M Sell
10,317
-556
-5% -$55.5K 0.17% 37
2021
Q1 		$1.03M Buy
10,873
+14
+0.1% +$1.3K 0.16% 40
2020
Q4 		$1M Sell
10,859
-82
-0.7% -$7.01K 0.17% 43
2020
Q3 		$888K Sell
10,941
-45
-0.4% -$3.6K 0.18% 42
2020
Q2 		$855K Sell
10,986
-489
-4% -$34.2K 0.18% 42
2020
Q1 		$706K Sell
11,475
-1,462
-11% -$105K 0.18% 41
2019
Q4 		$971K Sell
12,937
-73
-0.6% -$5.24K 0.22% 39
2019
Q3 		$896K Buy
13,010
+26
+0.2% +$1.79K 0.21% 38
2019
Q2 		$883K Sell
12,984
-1,220
-9% -$81.6K 0.22% 40
2019
Q1 		$932K Sell
14,204
-217
-2% -$13.7K 0.25% 39
2018
Q4 		$842K Buy
14,421
+64
+0.4% +$4.02K 0.26% 40
2018
Q3 		$976K Hold
14,357
– – 0.32% 33
2018
Q2 		$930K Sell
14,357
-1,896
-12% -$118K 0.32% 30
2018
Q1 		$963K Buy
16,253
+35
+0.2% +$2.21K 0.38% 29
2017
Q4 		$996K Sell
16,218
-1,315
-8% -$78.7K 0.41% 31
2017
Q3 		$1.01M Buy
+17,533
New +$993K 0.46% 27

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

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

Cahaba Wealth Management increased its iShares Russell Top 200 ETF (IWL) stake by 0.02% in Q2 2026, buying an estimated $180 and bringing the position to 5,270 shares worth $975K. The position accounts for 0.06% of the portfolio, ranked #60.

Cahaba Wealth Management first reported a position in IWL in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.09M in Q2 2021. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Cahaba Wealth Management held 5,270 shares of iShares Russell Top 200 ETF worth $975K as of Q2 2026.
  • Cahaba Wealth Management bought 1 iShares Russell Top 200 ETF share in Q2 2026, an estimated $180.
  • iShares Russell Top 200 ETF made up 0.06% of Cahaba Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Cahaba Wealth Management first reported a position in iShares Russell Top 200 ETF in Q3 2017 and has held it in 36 quarters since.
  • Cahaba Wealth Management's iShares Russell Top 200 ETF position peaked at $1.09M in Q2 2021.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.