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Concurrent Investment Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History

Concurrent Investment 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 		$880K Buy
4,758
+400
+9% +$71.9K 0.01% 1072
2026
Q1 		$699K Buy
4,358
+1,006
+30% +$170K 0.01% 1049
2025
Q4 		$572K Buy
3,352
+15
+0.4% +$2.53K 0.01% 1089
2025
Q3 		$554K Buy
3,337
+111
+3% +$17.7K 0.01% 869
2025
Q2 		$494K Buy
3,226
+1,006
+45% +$142K 0.01% 852
2025
Q1 		$305K Buy
+2,220
New +$322K 0.01% 917

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

Concurrent Investment Advisors's IWL Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares Russell Top 200 ETF (IWL) stake by 9.2% in Q2 2026, buying an estimated $71.9K and bringing the position to 4,758 shares worth $880K. The position accounts for 0.01% of the portfolio, ranked #1072.

Concurrent Investment Advisors first reported a position in IWL in Q1 2025 and has held it in 6 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Concurrent Investment Advisors held 4,758 shares of iShares Russell Top 200 ETF worth $880K as of Q2 2026.
  • Concurrent Investment Advisors bought 400 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $71.9K.
  • iShares Russell Top 200 ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1072 holding.
  • Concurrent Investment Advisors first reported a position in iShares Russell Top 200 ETF in Q1 2025 and has held it in 6 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.