Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History

Cambridge Investment Research Advisors’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 		$20.7M Buy
128,885
+5,453
+4% +$919K 0.05% 370
2025
Q4 		$21.1M Sell
123,432
-2,745
-2% -$464K 0.06% 351
2025
Q3 		$21M Sell
126,177
-251
-0.2% -$39.9K 0.06% 331
2025
Q2 		$19.4M Sell
126,428
-1,044
-0.8% -$147K 0.06% 322
2025
Q1 		$17.5M Buy
127,472
+1,959
+2% +$284K 0.06% 324
2024
Q4 		$18.2M Sell
125,513
-2,968
-2% -$429K 0.06% 311
2024
Q3 		$18M Sell
128,481
-29,360
-19% -$3.98M 0.06% 310
2024
Q2 		$21.1M Buy
157,841
+28,587
+22% +$3.65M 0.08% 250
2024
Q1 		$16.4M Buy
129,254
+35,718
+38% +$4.33M 0.06% 303
2023
Q4 		$10.8M Buy
93,536
+71,999
+334% +$7.79M 0.05% 385
2023
Q3 		$2.23M Buy
21,537
+67
+0.3% +$7.19K 0.01% 1064
2023
Q2 		$2.29M Sell
21,470
-4,626
-18% -$465K 0.01% 1089
2023
Q1 		$2.54M Sell
26,096
-17,308
-40% -$1.63M 0.01% 998
2022
Q4 		$3.9M Buy
43,404
+27,317
+170% +$2.48M 0.02% 715
2022
Q3 		$1.37M Sell
16,087
-1,314
-8% -$124K 0.01% 1272
2022
Q2 		$1.56M Sell
17,401
-16,468
-49% -$1.6M 0.01% 1180
2022
Q1 		$3.66M Buy
33,869
+13,141
+63% +$1.4M 0.02% 798
2021
Q4 		$2.36M Sell
20,728
-16,242
-44% -$1.79M 0.01% 1044
2021
Q3 		$3.81M Buy
36,970
+19,337
+110% +$2.05M 0.02% 733
2021
Q2 		$1.81M Sell
17,633
-21,468
-55% -$2.14M 0.01% 1175
2021
Q1 		$3.7M Buy
39,101
+11,819
+43% +$1.09M 0.02% 698
2020
Q4 		$2.46M Buy
27,282
+20,804
+321% +$1.78M 0.01% 822
2020
Q3 		$526K Buy
6,478
+318
+5% +$25.4K ﹤0.01% 1573
2020
Q2 		$456K Buy
6,160
+48
+0.8% +$3.36K ﹤0.01% 1612
2020
Q1 		$376K Buy
6,112
+474
+8% +$34K ﹤0.01% 1538
2019
Q4 		$424K Sell
5,638
-1,350
-19% -$96.8K ﹤0.01% 1683
2019
Q3 		$482K Buy
6,988
+722
+12% +$49.6K ﹤0.01% 1520
2019
Q2 		$426K Sell
6,266
-507
-7% -$33.9K ﹤0.01% 1535
2019
Q1 		$444K Buy
6,773
+203
+3% +$12.8K ﹤0.01% 1571
2018
Q4 		$384K Buy
6,570
+831
+14% +$52.2K ﹤0.01% 1486
2018
Q3 		$388K Sell
5,739
-368
-6% -$24.3K ﹤0.01% 1614
2018
Q2 		$385K Buy
6,107
+874
+17% +$54.5K ﹤0.01% 1559
2018
Q1 		$318K Buy
5,233
+151
+3% +$9.52K ﹤0.01% 1626
2017
Q4 		$312K Sell
5,082
-1,178
-19% -$70.5K ﹤0.01% 1627
2017
Q3 		$361K Sell
6,260
-375
-6% -$21.2K ﹤0.01% 1448
2017
Q2 		$370K Sell
6,635
-783
-11% -$43K 0.01% 1382
2017
Q1 		$400K Hold
7,418
– – 0.01% 1191
2016
Q4 		$378K Sell
7,418
-532
-7% -$26.5K 0.01% 1153
2016
Q3 		$392K Buy
+7,950
New +$391K 0.01% 1165

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

Cambridge Investment Research Advisors's IWL Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its iShares Russell Top 200 ETF (IWL) stake by 4.4% in Q1 2026, buying an estimated $919K and bringing the position to 128,885 shares worth $20.7M. The position accounts for 0.05% of the portfolio, ranked #370.

Cambridge Investment Research Advisors first reported a position in IWL in Q3 2016 and has held it in 39 quarters since. The position peaked at $21.1M in Q2 2024. 225 funds tracked by Wall St. Rank hold IWL as of Q1 2026.

  • Cambridge Investment Research Advisors held 128,885 shares of iShares Russell Top 200 ETF worth $20.7M as of Q1 2026.
  • Cambridge Investment Research Advisors bought 5,453 iShares Russell Top 200 ETF shares in Q1 2026, an estimated $919K.
  • iShares Russell Top 200 ETF made up 0.05% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #370 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares Russell Top 200 ETF in Q3 2016 and has held it in 39 quarters since.
  • Cambridge Investment Research Advisors's iShares Russell Top 200 ETF position peaked at $21.1M in Q2 2024.
  • 225 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.