Elevated Capital Advisors
IWL icon

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

Elevated Capital 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
Q3 		$8.75K Hold
46
– – ﹤0.01% 490
2026
Q2 		$8.51K Hold
46
– – ﹤0.01% 503
2026
Q1 		$7.38K Hold
46
– – ﹤0.01% 500
2025
Q4 		$7.85K Buy
+46
New +$7.77K ﹤0.01% 470

Other funds holding IWL

Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Commerce Bank
Commerce Bank Kansas City, Missouri $22.9B AUM 22.61% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return
RIS
Richmond Investment Services Mequon, Wisconsin $316M AUM 19.72% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
FreeGulliver LLC
FreeGulliver LLC New Orleans, Louisiana $220M AUM 15.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Elevated Capital Advisors's IWL Position: Q3 2026 in Review

Elevated Capital Advisors held its iShares Russell Top 200 ETF (IWL) position steady in Q3 2026 at 46 shares worth $8.75K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Elevated Capital Advisors first reported a position in IWL in Q4 2025 and has held it in 4 quarters since. 182 funds tracked by Wall St. Rank hold IWL as of Q3 2026.

  • Elevated Capital Advisors held 46 shares of iShares Russell Top 200 ETF worth $8.75K as of Q3 2026.
  • Elevated Capital Advisors left its iShares Russell Top 200 ETF share count unchanged in Q3 2026.
  • iShares Russell Top 200 ETF made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q3 2026, its #490 holding.
  • Elevated Capital Advisors first reported a position in iShares Russell Top 200 ETF in Q4 2025 and has held it in 4 quarters since.
  • 182 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.