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

Comprehensive Financial Planning’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 		$127K Buy
686
+2
+0.3% +$360 0.07% 134
2026
Q1 		$110K Buy
684
+1
+0.1% +$169 0.08% 121
2025
Q4 		$117K Buy
683
+1
+0.1% +$169 0.08% 120
2025
Q3 		$113K Buy
682
+2
+0.3% +$318 0.08% 122
2025
Q2 		$104K Buy
680
+20
+3% +$2.82K 0.08% 122
2025
Q1 		$90.8K Buy
660
+1
+0.2% +$145 0.09% 109
2024
Q4 		$95.3K Buy
+659
New +$95.4K 0.08% 124

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

Comprehensive Financial Planning's IWL Position: Q2 2026 in Review

Comprehensive Financial Planning increased its iShares Russell Top 200 ETF (IWL) stake by 0.29% in Q2 2026, buying an estimated $360 and bringing the position to 686 shares worth $127K. The position accounts for 0.07% of the portfolio, ranked #134.

Comprehensive Financial Planning first reported a position in IWL in Q4 2024 and has held it in 7 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Comprehensive Financial Planning held 686 shares of iShares Russell Top 200 ETF worth $127K as of Q2 2026.
  • Comprehensive Financial Planning bought 2 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $360.
  • iShares Russell Top 200 ETF made up 0.07% of Comprehensive Financial Planning's portfolio in Q2 2026, its #134 holding.
  • Comprehensive Financial Planning first reported a position in iShares Russell Top 200 ETF in Q4 2024 and has held it in 7 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.