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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
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

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

Elevated Capital Advisors's IWL Position: Q2 2026 in Review

Elevated Capital Advisors held its iShares Russell Top 200 ETF (IWL) position steady in Q2 2026 at 46 shares worth $8.51K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Elevated Capital Advisors first reported a position in IWL in Q4 2025 and has held it in 3 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Elevated Capital Advisors held 46 shares of iShares Russell Top 200 ETF worth $8.51K as of Q2 2026.
  • Elevated Capital Advisors left its iShares Russell Top 200 ETF share count unchanged in Q2 2026.
  • iShares Russell Top 200 ETF made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #503 holding.
  • Elevated Capital Advisors first reported a position in iShares Russell Top 200 ETF in Q4 2025 and has held it in 3 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.