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Crumly & Associates’s iShares Russell Top 200 ETF IWL Stock Holding History

Crumly & Associates’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
-1,466
Closed -$235K – 205
2026
Q1 		$235K Hold
1,466
– – 0.05% 182
2025
Q4 		$250K Hold
1,466
– – 0.05% 169
2025
Q3 		$244K Sell
1,466
-1,961
-57% -$312K 0.05% 170
2025
Q2 		$525K Buy
+3,427
New +$483K 0.13% 97

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

Crumly & Associates's IWL Position: Q2 2026 in Review

Crumly & Associates sold out of iShares Russell Top 200 ETF (IWL) in Q2 2026, closing a stake of 1,466 shares — an estimated $235K sold.

Crumly & Associates first reported a position in IWL in Q2 2025 and held it in 4 quarters. The position peaked at $525K in Q2 2025. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Crumly & Associates reported no remaining iShares Russell Top 200 ETF position as of Q2 2026 after selling out during the quarter.
  • Crumly & Associates sold 1,466 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $235K.
  • Crumly & Associates first reported a position in iShares Russell Top 200 ETF in Q2 2025 and held it in 4 quarters.
  • Crumly & Associates's iShares Russell Top 200 ETF position peaked at $525K in Q2 2025.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.