Envestnet Portfolio Solutions’s iShares Russell Top 200 ETF IWL Stock Holding History

Envestnet Portfolio Solutions’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	$10.3M	Sell	55,913 -780	-1%	-$140K	0.05%	213
2026 Q1	$9.1M	Buy	56,693 +365	+0.6%	+$61.5K	0.05%	204
2025 Q4	$9.61M	Sell	56,328 -2,067	-4%	-$349K	0.03%	246
2025 Q3	$9.7M	Sell	58,395 -3,619	-6%	-$576K	0.04%	237
2025 Q2	$9.5M	Buy	62,014 +335	+0.5%	+$47.2K	0.03%	231
2025 Q1	$8.48M	Buy	61,679 +1,593	+3%	+$231K	0.03%	260
2024 Q4	$8.7M	Sell	60,086 -21,773	-27%	-$3.15M	0.03%	275
2024 Q3	$11.5M	Sell	81,859 -16,025	-16%	-$2.17M	0.04%	226
2024 Q2	$13.1M	Sell	97,884 -4,047	-4%	-$517K	0.05%	195
2024 Q1	$13M	Buy	101,931 +6,385	+7%	+$774K	0.05%	191
2023 Q4	$11M	Buy	95,546 +8,974	+10%	+$971K	0.05%	196
2023 Q3	$8.95M	Buy	+86,572	New	+$9.29M	0.04%	197

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 $1.42B AUM 19.14% 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

Envestnet Portfolio Solutions's IWL Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its iShares Russell Top 200 ETF (IWL) stake by 1.4% in Q2 2026, selling an estimated $140K and leaving 55,913 shares worth $10.3M. The position accounts for 0.05% of the portfolio, ranked #213.

Envestnet Portfolio Solutions first reported a position in IWL in Q3 2023 and has held it in 12 quarters since. The position peaked at $13.1M in Q2 2024. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

Envestnet Portfolio Solutions held 55,913 shares of iShares Russell Top 200 ETF worth $10.3M as of Q2 2026.
Envestnet Portfolio Solutions sold 780 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $140K.
iShares Russell Top 200 ETF made up 0.05% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #213 holding.
Envestnet Portfolio Solutions first reported a position in iShares Russell Top 200 ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's iShares Russell Top 200 ETF position peaked at $13.1M in Q2 2024.
235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.