Envision Financial Transparency’s iShares Russell Top 200 ETF IWL Stock Holding History

Envision Financial Transparency’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 Q1	$329K	Buy	+2,048	New	+$345K	0.32%	41

Other funds holding IWL

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

RIS

Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

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

FreeGulliver LLC New Orleans, Louisiana $284M AUM 24.22% 1-Year Est. Return

Envision Financial Transparency's IWL Position: Q1 2026 in Review

Envision Financial Transparency opened a new position in iShares Russell Top 200 ETF (IWL) in Q1 2026: 2,048 shares worth $329K. The stake represents 0.32% of the portfolio and ranks #41 among its holdings.

226 funds tracked by Wall St. Rank hold IWL as of Q1 2026.

Envision Financial Transparency held 2,048 shares of iShares Russell Top 200 ETF worth $329K as of Q1 2026.
iShares Russell Top 200 ETF was a new Envision Financial Transparency position in Q1 2026.
iShares Russell Top 200 ETF made up 0.32% of Envision Financial Transparency's portfolio in Q1 2026, its #41 holding.
226 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2026.

Based on Envision Financial Transparency's 13F filing for Q1 2026, filed 13 May 2026.