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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
Q2 		– Sell
-2,048
Closed -$329K – 73
2026
Q1 		$329K Buy
+2,048
New +$345K 0.32% 41

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 $1.42B AUM 19.14% 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

Envision Financial Transparency's IWL Position: Q2 2026 in Review

Envision Financial Transparency sold out of iShares Russell Top 200 ETF (IWL) in Q2 2026, closing a stake of 2,048 shares — an estimated $329K sold.

Envision Financial Transparency first reported a position in IWL in Q1 2026 and held it in 1 quarter. The position peaked at $329K in Q1 2026. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Envision Financial Transparency reported no remaining iShares Russell Top 200 ETF position as of Q2 2026 after selling out during the quarter.
  • Envision Financial Transparency sold 2,048 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $329K.
  • Envision Financial Transparency first reported a position in iShares Russell Top 200 ETF in Q1 2026 and held it in 1 quarter.
  • Envision Financial Transparency's iShares Russell Top 200 ETF position peaked at $329K in Q1 2026.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Envision Financial Transparency's 13F filing for Q2 2026, filed 21 Aug 2026.