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IWL icon

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

Centaurus Financial’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 		$323K Sell
1,746
-747
-30% -$134K 0.01% 719
2026
Q1 		$400K Sell
2,493
-574
-19% -$96.8K 0.02% 593
2025
Q4 		$523K Buy
3,067
+105
+4% +$17.7K 0.02% 520
2025
Q3 		$492K Buy
2,962
+249
+9% +$39.6K 0.02% 530
2025
Q2 		$415K Buy
2,713
+127
+5% +$17.9K 0.02% 522
2025
Q1 		$355K Buy
2,586
+129
+5% +$18.7K 0.02% 536
2024
Q4 		$356K Buy
2,457
+286
+13% +$41.4K 0.02% 518
2024
Q3 		$305K Buy
2,171
+260
+14% +$35.2K 0.02% 529
2024
Q2 		$256K Buy
1,911
+295
+18% +$37.7K 0.02% 540
2024
Q1 		$205K Sell
1,616
-4,179
-72% -$507K 0.01% 608
2023
Q4 		$667K Sell
5,795
-10
-0.2% -$1.08K 0.05% 309
2023
Q3 		$600K Buy
5,805
+78
+1% +$8.37K 0.05% 319
2023
Q2 		$611K Buy
5,727
+2,016
+54% +$203K 0.05% 317
2023
Q1 		$361K Sell
3,711
-8,475
-70% -$797K 0.03% 494
2022
Q4 		$1.1M Sell
12,186
-122
-1% -$11.1K 0.1% 218
2022
Q3 		$1.04M Buy
12,308
+5,037
+69% +$476K 0.1% 232
2022
Q2 		$653K Sell
7,271
-1,984
-21% -$193K 0.06% 320
2022
Q1 		$1M Sell
9,255
-3,349
-27% -$357K 0.08% 283
2021
Q4 		$1.44M Buy
12,604
+8
+0.1% +$882 0.11% 213
2021
Q3 		$1.3M Sell
12,596
-211
-2% -$22.4K 0.11% 221
2021
Q2 		$1.32M Sell
12,807
-1,272
-9% -$127K 0.11% 226
2021
Q1 		$1.33M Buy
14,079
+884
+7% +$81.9K 0.13% 187
2020
Q4 		$1.19M Buy
+13,195
New +$1.13M 0.13% 195
2020
Q3 		– Sell
-4,435
Closed -$328K – 674
2020
Q2 		$328K Buy
+4,435
New +$310K 0.05% 328
2020
Q1 		– Sell
-13,404
Closed -$1.01M – 581
2019
Q4 		$1.01M Buy
13,404
+2,258
+20% +$162K 0.14% 173
2019
Q3 		$768K Sell
11,146
-116
-1% -$7.97K 0.12% 208
2019
Q2 		$766K Buy
11,262
+3,609
+47% +$241K 0.12% 201
2019
Q1 		$502K Buy
+7,653
New +$483K 0.09% 247

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

Centaurus Financial's IWL Position: Q2 2026 in Review

Centaurus Financial reduced its iShares Russell Top 200 ETF (IWL) stake by 30% in Q2 2026, selling an estimated $134K and leaving 1,746 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #719.

Centaurus Financial first reported a position in IWL in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.44M in Q4 2021. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Centaurus Financial held 1,746 shares of iShares Russell Top 200 ETF worth $323K as of Q2 2026.
  • Centaurus Financial sold 747 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $134K.
  • iShares Russell Top 200 ETF made up 0.01% of Centaurus Financial's portfolio in Q2 2026, its #719 holding.
  • Centaurus Financial first reported a position in iShares Russell Top 200 ETF in Q1 2019 and has held it in 28 quarters since.
  • Centaurus Financial's iShares Russell Top 200 ETF position peaked at $1.44M in Q4 2021.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.