Cetera Investment Advisers
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Cetera Investment Advisers’s iShares Russell Top 200 ETF IWL Stock Holding History

Cetera Investment Advisers’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 		$7.8M Buy
42,173
+5,790
+16% +$1.04M 0.01% 1303
2026
Q1 		$5.84M Buy
36,383
+1,115
+3% +$188K 0.01% 1409
2025
Q4 		$6.02M Buy
35,268
+1,600
+5% +$270K 0.01% 1333
2025
Q3 		$5.59M Buy
33,668
+9,756
+41% +$1.55M 0.01% 1336
2025
Q2 		$3.66M Sell
23,912
-26,782
-53% -$3.78M 0.01% 1400
2025
Q1 		$6.97M Buy
50,694
+9,649
+24% +$1.4M 0.01% 937
2024
Q4 		$5.94M Buy
41,045
+6,490
+19% +$939K 0.01% 953
2024
Q3 		$4.85M Buy
34,555
+3,503
+11% +$475K 0.01% 1017
2024
Q2 		$4.16M Buy
31,052
+13,301
+75% +$1.7M 0.01% 1092
2024
Q1 		$2.26M Buy
17,751
+5,451
+44% +$661K 0.01% 1457
2023
Q4 		$1.42M Buy
12,300
+1,578
+15% +$171K 0.01% 932
2023
Q3 		$1.11M Sell
10,722
-459
-4% -$49.2K 0.01% 1001
2023
Q2 		$1.19M Sell
11,181
-2,713
-20% -$273K 0.01% 984
2023
Q1 		$1.35M Buy
13,894
+1,436
+12% +$135K 0.01% 903
2022
Q4 		$1.12M Buy
12,458
+1,516
+14% +$138K 0.01% 948
2022
Q3 		$929K Buy
10,942
+1,315
+14% +$124K 0.02% 748
2022
Q2 		$865K Sell
9,627
-6,293
-40% -$612K 0.01% 856
2022
Q1 		$1.72M Sell
15,920
-2,974
-16% -$317K 0.02% 612
2021
Q4 		$2.15M Sell
18,894
-1,888
-9% -$208K 0.03% 533
2021
Q3 		$2.14M Sell
20,782
-2,073
-9% -$220K 0.03% 502
2021
Q2 		$2.35M Sell
22,855
-9,226
-29% -$921K 0.04% 461
2021
Q1 		$3.04M Sell
32,081
-698
-2% -$64.7K 0.06% 326
2020
Q4 		$2.96M Buy
32,779
+5,718
+21% +$489K 0.06% 334
2020
Q3 		$2.2M Sell
27,061
-3,434
-11% -$275K 0.18% 133
2020
Q2 		$2.26M Buy
+30,495
New +$2.13M 0.21% 123

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

Cetera Investment Advisers's IWL Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares Russell Top 200 ETF (IWL) stake by 16% in Q2 2026, buying an estimated $1.04M and bringing the position to 42,173 shares worth $7.8M. The position accounts for 0.01% of the portfolio, ranked #1303.

Cetera Investment Advisers first reported a position in IWL in Q2 2020 and has held it in 25 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Cetera Investment Advisers held 42,173 shares of iShares Russell Top 200 ETF worth $7.8M as of Q2 2026.
  • Cetera Investment Advisers bought 5,790 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $1.04M.
  • iShares Russell Top 200 ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1303 holding.
  • Cetera Investment Advisers first reported a position in iShares Russell Top 200 ETF in Q2 2020 and has held it in 25 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.