Elevation Capital Advisory’s iShares Russell Top 200 ETF IWL Stock Holding History

Elevation Capital Advisory’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	$1.44M	Buy	+7,790	New	+$1.4M	0.56%	36
2025 Q4	–	Sell	-2,443	Closed	-$406K	–	73
2025 Q3	$406K	Buy	+2,443	New	+$389K	0.16%	51
2025 Q2	–	Sell	-58,979	Closed	-$8.1M	–	61
2025 Q1	$8.1M	Buy	58,979 +12,350	+26%	+$1.79M	3.53%	11
2024 Q4	$6.75M	Buy	+46,629	New	+$6.75M	2.89%	13
2024 Q3	–	Sell	-42,880	Closed	-$5.74M	–	63
2024 Q2	$5.74M	Buy	+42,880	New	+$5.48M	2.62%	18

Other funds holding IWL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Elevation Capital Advisory's IWL Position: Q2 2026 in Review

Elevation Capital Advisory opened a new position in iShares Russell Top 200 ETF (IWL) in Q2 2026: 7,790 shares worth $1.44M. The stake represents 0.56% of the portfolio and ranks #36 among its holdings. This is a return to the name: Elevation Capital Advisory previously reported a position in IWL as recently as Q3 2025.

Elevation Capital Advisory first reported a position in IWL in Q2 2024 and has held it in 5 quarters since. The position peaked at $8.1M in Q1 2025. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

Elevation Capital Advisory held 7,790 shares of iShares Russell Top 200 ETF worth $1.44M as of Q2 2026.
iShares Russell Top 200 ETF was a new Elevation Capital Advisory position in Q2 2026.
iShares Russell Top 200 ETF made up 0.56% of Elevation Capital Advisory's portfolio in Q2 2026, its #36 holding.
Elevation Capital Advisory first reported a position in iShares Russell Top 200 ETF in Q2 2024 and has held it in 5 quarters since.
Elevation Capital Advisory's iShares Russell Top 200 ETF position peaked at $8.1M in Q1 2025.
235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Elevation Capital Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.