Envestnet Asset Management
IWL icon

Envestnet Asset Management’s iShares Russell Top 200 ETF IWL Stock Holding History

Envestnet Asset Management’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 		$2.03M Sell
10,978
-2,934
-21% -$527K ﹤0.01% 3146
2026
Q1 		$2.23M Buy
13,912
+2,919
+27% +$492K ﹤0.01% 2937
2025
Q4 		$1.88M Sell
10,993
-3,026
-22% -$511K ﹤0.01% 2879
2025
Q3 		$2.33M Sell
14,019
-5,569
-28% -$886K ﹤0.01% 2784
2025
Q2 		$3M Sell
19,588
-39,164
-67% -$5.52M ﹤0.01% 2535
2025
Q1 		$8.07M Buy
58,752
+5,688
+11% +$825K ﹤0.01% 1802
2024
Q4 		$7.68M Buy
53,064
+6,276
+13% +$908K ﹤0.01% 1816
2024
Q3 		$6.57M Buy
46,788
+5,239
+13% +$710K ﹤0.01% 1922
2024
Q2 		$5.57M Buy
41,549
+24,754
+147% +$3.16M ﹤0.01% 1952
2024
Q1 		$2.13M Sell
16,795
-1,240
-7% -$150K ﹤0.01% 2530
2023
Q4 		$2.08M Buy
18,035
+563
+3% +$60.9K ﹤0.01% 2449
2023
Q3 		$1.81M Sell
17,472
-106,817
-86% -$11.5M ﹤0.01% 2428
2023
Q2 		$13.3M Buy
124,289
+13,279
+12% +$1.33M 0.01% 1134
2023
Q1 		$10.8M Sell
111,010
-30,244
-21% -$2.85M 0.01% 1199
2022
Q4 		$12.7M Buy
141,254
+28,653
+25% +$2.6M 0.01% 1073
2022
Q3 		$9.56M Sell
112,601
-1,378,123
-92% -$130M 0.01% 1154
2022
Q2 		$134M Sell
1,490,724
-111,191
-7% -$10.8M 0.07% 228
2022
Q1 		$173M Buy
1,601,915
+40,796
+3% +$4.35M 0.09% 207
2021
Q4 		$178M Buy
1,561,119
+296,441
+23% +$32.7M 0.09% 195
2021
Q3 		$130M Sell
1,264,678
-102,171
-7% -$10.8M 0.07% 230
2021
Q2 		$141M Sell
1,366,849
-84,205
-6% -$8.4M 0.08% 217
2021
Q1 		$137M Sell
1,451,054
-254,487
-15% -$23.6M 0.09% 193
2020
Q4 		$154M Buy
1,705,541
+568,190
+50% +$48.6M 0.12% 144
2020
Q3 		$92.4M Buy
1,137,351
+429,040
+61% +$34.3M 0.08% 188
2020
Q2 		$52.4M Buy
708,311
+456,085
+181% +$31.9M 0.05% 269
2020
Q1 		$15.5M Buy
+252,226
New +$18.1M 0.02% 531
2015
Q4 		– Sell
-33,548
Closed -$1.46M – 3030
2015
Q3 		$1.46M Buy
+33,548
New +$1.55M 0.01% 1089

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

Envestnet Asset Management's IWL Position: Q2 2026 in Review

Envestnet Asset Management reduced its iShares Russell Top 200 ETF (IWL) stake by 21% in Q2 2026, selling an estimated $527K and leaving 10,978 shares worth $2.03M. The position accounts for ﹤0.01% of the portfolio, ranked #3146.

Envestnet Asset Management first reported a position in IWL in Q3 2015 and has held it in 27 quarters since. The position peaked at $178M in Q4 2021. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Envestnet Asset Management held 10,978 shares of iShares Russell Top 200 ETF worth $2.03M as of Q2 2026.
  • Envestnet Asset Management sold 2,934 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $527K.
  • iShares Russell Top 200 ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3146 holding.
  • Envestnet Asset Management first reported a position in iShares Russell Top 200 ETF in Q3 2015 and has held it in 27 quarters since.
  • Envestnet Asset Management's iShares Russell Top 200 ETF position peaked at $178M in Q4 2021.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.