CD
IWL icon

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

Capital Developers’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 		$8.03M Sell
50,010
-491
-1% -$82.8K 7.23% 5
2025
Q4 		$8.62M Buy
+50,501
New +$8.53M 7.72% 3

Other funds holding IWL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
RIS
Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $284M AUM 24.22% 1-Year Est. Return

Capital Developers's IWL Position: Q1 2026 in Review

Capital Developers reduced its iShares Russell Top 200 ETF (IWL) stake by 0.97% in Q1 2026, selling an estimated $82.8K and leaving 50,010 shares worth $8.03M. The position accounts for 7.23% of the portfolio, ranked #5.

Capital Developers first reported a position in IWL in Q4 2025 and has held it in 2 quarters since. The position peaked at $8.62M in Q4 2025. 226 funds tracked by Wall St. Rank hold IWL as of Q1 2026.

  • Capital Developers held 50,010 shares of iShares Russell Top 200 ETF worth $8.03M as of Q1 2026.
  • Capital Developers sold 491 iShares Russell Top 200 ETF shares in Q1 2026, an estimated $82.8K.
  • iShares Russell Top 200 ETF made up 7.23% of Capital Developers's portfolio in Q1 2026, its #5 holding.
  • Capital Developers first reported a position in iShares Russell Top 200 ETF in Q4 2025 and has held it in 2 quarters since.
  • Capital Developers's iShares Russell Top 200 ETF position peaked at $8.62M in Q4 2025.
  • 226 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2026.

Based on Capital Developers's 13F filing for Q1 2026, filed 8 May 2026.