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Capital Analysts LLC’s iShares Russell Top 200 ETF IWL Stock Holding History

Capital Analysts LLC’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 		$3.61M Sell
19,501
-83
-0.4% -$14.9K 0.08% 189
2026
Q1 		$3.14M Buy
19,584
+1,234
+7% +$208K 0.08% 200
2025
Q4 		$3.13M Sell
18,350
-1,535
-8% -$259K 0.09% 191
2025
Q3 		$3.3M Buy
19,885
+532
+3% +$84.7K 0.1% 179
2025
Q2 		$2.96M Buy
19,353
+537
+3% +$75.7K 0.1% 168
2025
Q1 		$2.59M Buy
18,816
+85
+0.5% +$12.3K 0.1% 171
2024
Q4 		$2.71M Buy
18,731
+323
+2% +$46.7K 0.11% 153
2024
Q3 		$2.58M Buy
18,408
+3
+0% +$407 0.11% 154
2024
Q2 		$2.46M Buy
18,405
+3,682
+25% +$471K 0.11% 159
2024
Q1 		$1.87M Buy
14,723
+1,927
+15% +$234K 0.09% 172
2023
Q4 		$1.47M Sell
12,796
-15
-0.1% -$1.62K 0.07% 191
2023
Q3 		$1.32M Sell
12,811
-1,573
-11% -$169K 0.07% 195
2023
Q2 		$1.53M Buy
14,384
+2,040
+17% +$205K 0.09% 187
2023
Q1 		$1.2M Buy
12,344
+931
+8% +$87.6K 0.07% 201
2022
Q4 		$1.03M Sell
11,413
-218
-2% -$19.8K 0.06% 210
2022
Q3 		$987K Buy
11,631
+167
+1% +$15.8K 0.07% 207
2022
Q2 		$1.03M Sell
11,464
-389
-3% -$37.8K 0.07% 203
2022
Q1 		$1.28M Sell
11,853
-118
-1% -$12.6K 0.08% 197
2021
Q4 		$1.36M Buy
11,971
+327
+3% +$36.1K 0.08% 191
2021
Q3 		$1.2M Sell
11,644
-1,415
-11% -$150K 0.08% 196
2021
Q2 		$1.34M Sell
13,059
-2,562
-16% -$256K 0.09% 190
2021
Q1 		$1.48M Buy
+15,621
New +$1.45M 0.1% 169

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

Capital Analysts LLC's IWL Position: Q2 2026 in Review

Capital Analysts LLC reduced its iShares Russell Top 200 ETF (IWL) stake by 0.42% in Q2 2026, selling an estimated $14.9K and leaving 19,501 shares worth $3.61M. The position accounts for 0.08% of the portfolio, ranked #189.

Capital Analysts LLC first reported a position in IWL in Q1 2021 and has held it in 22 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Capital Analysts LLC held 19,501 shares of iShares Russell Top 200 ETF worth $3.61M as of Q2 2026.
  • Capital Analysts LLC sold 83 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $14.9K.
  • iShares Russell Top 200 ETF made up 0.08% of Capital Analysts LLC's portfolio in Q2 2026, its #189 holding.
  • Capital Analysts LLC first reported a position in iShares Russell Top 200 ETF in Q1 2021 and has held it in 22 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.