CAPTRUST Financial Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History

CAPTRUST Financial 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 Q2	$397K	Hold	2,144	–	–	﹤0.01%	2350
2026 Q1	$344K	Sell	2,144 -1,012	-32%	-$171K	﹤0.01%	2295
2025 Q4	$539K	Buy	3,156 +1,355	+75%	+$229K	﹤0.01%	1862
2025 Q3	$299K	Hold	1,801	–	–	﹤0.01%	2167
2025 Q2	$276K	Hold	1,801	–	–	﹤0.01%	2113
2025 Q1	$247K	Hold	1,801	–	–	﹤0.01%	2053
2024 Q4	$261K	Sell	1,801 -629	-26%	-$91K	﹤0.01%	1992
2024 Q3	$341K	Buy	2,430 +203	+9%	+$27.5K	﹤0.01%	1814
2024 Q2	$298K	Buy	+2,227	New	+$285K	﹤0.01%	1817

Other funds holding IWL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

CAPTRUST Financial Advisors's IWL Position: Q2 2026 in Review

CAPTRUST Financial Advisors held its iShares Russell Top 200 ETF (IWL) position steady in Q2 2026 at 2,144 shares worth $397K. The position accounts for ﹤0.01% of the portfolio, ranked #2350.

CAPTRUST Financial Advisors first reported a position in IWL in Q2 2024 and has held it in 9 quarters since. The position peaked at $539K in Q4 2025. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

CAPTRUST Financial Advisors held 2,144 shares of iShares Russell Top 200 ETF worth $397K as of Q2 2026.
CAPTRUST Financial Advisors left its iShares Russell Top 200 ETF share count unchanged in Q2 2026.
iShares Russell Top 200 ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2350 holding.
CAPTRUST Financial Advisors first reported a position in iShares Russell Top 200 ETF in Q2 2024 and has held it in 9 quarters since.
CAPTRUST Financial Advisors's iShares Russell Top 200 ETF position peaked at $539K in Q4 2025.
235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.