CreativeOne Wealth’s iShares Russell Top 200 ETF IWL Stock Holding History

CreativeOne Wealth’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	–	Sell	-1,700	Closed	-$273K	–	1244
2026 Q1	$273K	Sell	1,700 -19,885	-92%	-$3.35M	0.01%	1009
2025 Q4	$3.68M	Buy	21,585 +2,717	+14%	+$459K	0.09%	210
2025 Q3	$3.13M	Buy	18,868 +8,401	+80%	+$1.34M	0.08%	242
2025 Q2	$1.6M	Sell	10,467 -1,882	-15%	-$265K	0.04%	400
2025 Q1	$1.7M	Sell	12,349 -346	-3%	-$50.2K	0.05%	333
2024 Q4	$1.84M	Buy	12,695 +1,193	+10%	+$173K	0.06%	306
2024 Q3	$1.62M	Buy	+11,502	New	+$1.56M	0.05%	310
2024 Q2	–	Sell	-5,496	Closed	-$699K	–	848
2024 Q1	$699K	Buy	+5,496	New	+$666K	0.03%	470

Other funds holding IWL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

CreativeOne Wealth's IWL Position: Q2 2026 in Review

CreativeOne Wealth sold out of iShares Russell Top 200 ETF (IWL) in Q2 2026, closing a stake of 1,700 shares — an estimated $273K sold.

CreativeOne Wealth first reported a position in IWL in Q1 2024 and held it in 8 quarters. The position peaked at $3.68M in Q4 2025. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

CreativeOne Wealth reported no remaining iShares Russell Top 200 ETF position as of Q2 2026 after selling out during the quarter.
CreativeOne Wealth sold 1,700 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $273K.
CreativeOne Wealth first reported a position in iShares Russell Top 200 ETF in Q1 2024 and held it in 8 quarters.
CreativeOne Wealth's iShares Russell Top 200 ETF position peaked at $3.68M in Q4 2025.
235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.