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

Creative Financial Designs’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 		$3.61M Sell
19,542
-755
-4% -$136K 0.17% 123
2026
Q1 		$3.26M Sell
20,297
-510
-2% -$86K 0.2% 108
2025
Q4 		$3.55M Sell
20,807
-3,206
-13% -$542K 0.22% 99
2025
Q3 		$3.99M Sell
24,013
-442
-2% -$70.3K 0.27% 81
2025
Q2 		$3.74M Sell
24,455
-2,286
-9% -$322K 0.27% 86
2025
Q1 		$3.67M Buy
26,741
+990
+4% +$144K 0.29% 75
2024
Q4 		$3.73M Buy
25,751
+1,450
+6% +$210K 0.3% 72
2024
Q3 		$3.41M Sell
24,301
-57,175
-70% -$7.75M 0.29% 76
2024
Q2 		$10.9M Buy
81,476
+232
+0.3% +$29.6K 0.97% 23
2024
Q1 		$10.3M Buy
81,244
+548
+0.7% +$66.4K 0.98% 24
2023
Q4 		$9.29M Buy
80,696
+6,040
+8% +$653K 0.94% 23
2023
Q3 		$7.72M Buy
74,656
+1,552
+2% +$166K 0.9% 26
2023
Q2 		$7.8M Buy
73,104
+684
+0.9% +$68.7K 0.92% 24
2023
Q1 		$7.05M Buy
72,420
+3,298
+5% +$310K 0.92% 24
2022
Q4 		$6.22M Buy
69,122
+563
+0.8% +$51.1K 0.92% 25
2022
Q3 		$5.82M Sell
68,559
-167
-0.2% -$15.8K 0.95% 22
2022
Q2 		$6.17M Sell
68,726
-42,075
-38% -$4.09M 1.01% 23
2022
Q1 		$12M Sell
110,801
-1,482
-1% -$158K 1.82% 11
2021
Q4 		$12.8M Buy
112,283
+2,334
+2% +$257K 1.93% 10
2021
Q3 		$11.3M Buy
109,949
+1,657
+2% +$176K 1.87% 12
2021
Q2 		$11.1M Buy
108,292
+1,513
+1% +$151K 1.93% 11
2021
Q1 		$10.1M Buy
106,779
+38,990
+58% +$3.61M 1.98% 9
2020
Q4 		$6.12M Buy
67,789
+9,111
+16% +$779K 1.31% 20
2020
Q3 		$4.76M Buy
+58,678
New +$4.69M 1.18% 20

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

Creative Financial Designs's IWL Position: Q2 2026 in Review

Creative Financial Designs reduced its iShares Russell Top 200 ETF (IWL) stake by 3.7% in Q2 2026, selling an estimated $136K and leaving 19,542 shares worth $3.61M. The position accounts for 0.17% of the portfolio, ranked #123.

Creative Financial Designs first reported a position in IWL in Q3 2020 and has held it in 24 quarters since. The position peaked at $12.8M in Q4 2021. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Creative Financial Designs held 19,542 shares of iShares Russell Top 200 ETF worth $3.61M as of Q2 2026.
  • Creative Financial Designs sold 755 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $136K.
  • iShares Russell Top 200 ETF made up 0.17% of Creative Financial Designs's portfolio in Q2 2026, its #123 holding.
  • Creative Financial Designs first reported a position in iShares Russell Top 200 ETF in Q3 2020 and has held it in 24 quarters since.
  • Creative Financial Designs's iShares Russell Top 200 ETF position peaked at $12.8M in Q4 2021.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.