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IWL icon

Cresset Asset Management’s iShares Russell Top 200 ETF IWL Stock Holding History

Cresset Asset Management’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 		$4.57M Hold
24,731
– – 0.02% 442
2026
Q1 		$3.97M Hold
24,731
– – 0.02% 412
2025
Q4 		$4.22M Hold
24,731
– – 0.02% 400
2025
Q3 		$4.11M Sell
24,731
-8,450
-25% -$1.34M 0.02% 386
2025
Q2 		$5.87M Buy
33,181
+8,450
+34% +$1.19M 0.03% 308
2025
Q1 		$3.4M Buy
24,731
+9,494
+62% +$1.38M 0.02% 410
2024
Q4 		$2.2M Sell
15,237
-34,224
-69% -$4.95M 0.01% 524
2024
Q3 		$6.95M Buy
49,461
+18,989
+62% +$2.57M 0.03% 387
2024
Q2 		$4.08M Buy
30,472
+1
+0% +$128 0.02% 480
2024
Q1 		$3.87M Buy
30,471
+10,700
+54% +$1.3M 0.02% 427
2023
Q4 		$2.54M Buy
19,771
+4,278
+28% +$463K 0.02% 485
2023
Q3 		$1.6M Sell
15,493
-104
-0.7% -$11.2K 0.01% 639
2023
Q2 		$1.66M Buy
15,597
+237
+2% +$23.8K ﹤0.01% 707
2023
Q1 		$1.49M Buy
15,360
+1
+0% +$94 0.03% 268
2022
Q4 		$31.2K Buy
15,359
+1
+0% +$91 ﹤0.01% 697
2022
Q3 		$1.3M Buy
15,358
+2
+0% +$189 0.02% 289
2022
Q2 		$1.38M Buy
15,356
+12,393
+418% +$1.21M 0.02% 297
2022
Q1 		$320K Buy
+2,963
New +$316K ﹤0.01% 754

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

Cresset Asset Management's IWL Position: Q2 2026 in Review

Cresset Asset Management held its iShares Russell Top 200 ETF (IWL) position steady in Q2 2026 at 24,731 shares worth $4.57M. The position accounts for 0.02% of the portfolio, ranked #442.

Cresset Asset Management first reported a position in IWL in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.95M in Q3 2024. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Cresset Asset Management held 24,731 shares of iShares Russell Top 200 ETF worth $4.57M as of Q2 2026.
  • Cresset Asset Management left its iShares Russell Top 200 ETF share count unchanged in Q2 2026.
  • iShares Russell Top 200 ETF made up 0.02% of Cresset Asset Management's portfolio in Q2 2026, its #442 holding.
  • Cresset Asset Management first reported a position in iShares Russell Top 200 ETF in Q1 2022 and has held it in 18 quarters since.
  • Cresset Asset Management's iShares Russell Top 200 ETF position peaked at $6.95M in Q3 2024.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.