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

Efficient 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
Q1 		$623K Buy
3,881
+195
+5% +$32.9K 0.04% 46
2025
Q4 		$629K Sell
3,686
-82
-2% -$13.9K 0.04% 46
2025
Q3 		$626K Sell
3,768
-260
-6% -$41.4K 0.04% 46
2025
Q2 		$617K Buy
4,028
+43
+1% +$6.06K 0.04% 65
2025
Q1 		$548K Sell
3,985
-423
-10% -$61.4K 0.04% 50
2024
Q4 		$638K Sell
4,408
-306
-6% -$44.3K 0.04% 51
2024
Q3 		$662K Sell
4,714
-177
-4% -$24K 0.04% 51
2024
Q2 		$655K Sell
4,891
-1,231
-20% -$157K 0.04% 51
2024
Q1 		$778K Sell
6,122
-289
-5% -$35K 0.05% 51
2023
Q4 		$738K Sell
6,411
-230
-3% -$24.9K 0.05% 51
2023
Q3 		$686K Sell
6,641
-296
-4% -$31.7K 0.05% 52
2023
Q2 		$740K Sell
6,937
-538
-7% -$54.1K 0.05% 52
2023
Q1 		$727K Sell
7,475
-35
-0.5% -$3.29K 0.05% 51
2022
Q4 		$676K Sell
7,510
-535
-7% -$48.5K 0.07% 46
2022
Q3 		$683K Sell
8,045
-144
-2% -$13.6K 0.06% 40
2022
Q2 		$735K Sell
8,189
-688
-8% -$66.9K 0.06% 39
2022
Q1 		$959K Sell
8,877
-216
-2% -$23K 0.07% 39
2021
Q4 		$1.04M Sell
9,093
-249
-3% -$27.5K 0.07% 41
2021
Q3 		$963K Sell
9,342
-1,289
-12% -$137K 0.09% 41
2021
Q2 		$1.09M Sell
10,631
-463
-4% -$46.2K 0.14% 41
2021
Q1 		$1.05M Sell
11,094
-1,064
-9% -$98.6K 0.14% 40
2020
Q4 		$1.1M Sell
12,158
-1,586
-12% -$136K 0.17% 44
2020
Q3 		$1.12M Sell
13,744
-781
-5% -$62.5K 0.2% 31
2020
Q2 		$1.07M Sell
14,525
-513
-3% -$35.9K 0.2% 32
2020
Q1 		$926K Sell
15,038
-1,409
-9% -$101K 0.19% 34
2019
Q4 		$1.24M Sell
16,447
-531
-3% -$38.1K 0.22% 31
2019
Q3 		$1.17M Sell
16,978
-1,218
-7% -$83.7K 0.21% 30
2019
Q2 		$1.24M Sell
18,196
-97
-0.5% -$6.49K 0.22% 31
2019
Q1 		$1.2M Sell
18,293
-1,578
-8% -$99.6K 0.21% 32
2018
Q4 		$1.16M Sell
19,871
-764
-4% -$48K 0.22% 30
2018
Q3 		$1.39M Sell
20,635
-1,085
-5% -$71.6K 0.24% 29
2018
Q2 		$1.37M Sell
21,720
-1,058
-5% -$66K 0.23% 29
2018
Q1 		$1.38M Sell
22,778
-431
-2% -$27.2K 0.23% 29
2017
Q4 		$1.43M Buy
23,209
+1,664
+8% +$99.6K 0.24% 29
2017
Q3 		$1.24M Sell
21,545
-156,001
-88% -$8.83M 0.21% 29
2017
Q2 		$9.89M Buy
177,546
+4,825
+3% +$265K 1.46% 17
2017
Q1 		$9.31M Buy
172,721
+5,302
+3% +$281K 1.3% 19
2016
Q4 		$8.53M Buy
167,419
+5,779
+4% +$288K 1.22% 19
2016
Q3 		$7.98M Buy
161,640
+156,227
+2,886% +$7.67M 1.17% 19
2016
Q2 		$258K Buy
+5,413
New +$256K 0.04% 62

Other funds holding IWL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
RIS
Richmond Investment Services Mequon, Wisconsin $619M AUM 22.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return

Efficient Advisors's IWL Position: Q1 2026 in Review

Efficient Advisors increased its iShares Russell Top 200 ETF (IWL) stake by 5.3% in Q1 2026, buying an estimated $32.9K and bringing the position to 3,881 shares worth $623K. The position accounts for 0.04% of the portfolio, ranked #46.

Efficient Advisors first reported a position in IWL in Q2 2016 and has held it in 40 quarters since. The position peaked at $9.89M in Q2 2017. 225 funds tracked by Wall St. Rank hold IWL as of Q1 2026.

  • Efficient Advisors held 3,881 shares of iShares Russell Top 200 ETF worth $623K as of Q1 2026.
  • Efficient Advisors bought 195 iShares Russell Top 200 ETF shares in Q1 2026, an estimated $32.9K.
  • iShares Russell Top 200 ETF made up 0.04% of Efficient Advisors's portfolio in Q1 2026, its #46 holding.
  • Efficient Advisors first reported a position in iShares Russell Top 200 ETF in Q2 2016 and has held it in 40 quarters since.
  • Efficient Advisors's iShares Russell Top 200 ETF position peaked at $9.89M in Q2 2017.
  • 225 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2026.

Based on Efficient Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.