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CFS Investment Advisory Services’s iShares Russell Top 200 ETF IWL Stock Holding History

CFS Investment Advisory Services’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 		$282K Sell
1,526
-204
-12% -$36.7K 0.02% 323
2026
Q1 		$305K Buy
+1,730
New +$292K 0.02% 312

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 $1.42B AUM 19.14% 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

CFS Investment Advisory Services's IWL Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its iShares Russell Top 200 ETF (IWL) stake by 12% in Q2 2026, selling an estimated $36.7K and leaving 1,526 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #323.

CFS Investment Advisory Services first reported a position in IWL in Q1 2026 and has held it in 2 quarters since. The position peaked at $305K in Q1 2026. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • CFS Investment Advisory Services held 1,526 shares of iShares Russell Top 200 ETF worth $282K as of Q2 2026.
  • CFS Investment Advisory Services sold 204 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $36.7K.
  • iShares Russell Top 200 ETF made up 0.02% of CFS Investment Advisory Services's portfolio in Q2 2026, its #323 holding.
  • CFS Investment Advisory Services first reported a position in iShares Russell Top 200 ETF in Q1 2026 and has held it in 2 quarters since.
  • CFS Investment Advisory Services's iShares Russell Top 200 ETF position peaked at $305K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.