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Ethos Financial Group’s iShares Russell Top 200 ETF IWL Stock Holding History

Ethos Financial Group’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 		$400K Sell
2,225
-53
-2% -$9.53K 0.03% 417
2026
Q1 		$366K Sell
2,278
-467
-17% -$78.7K 0.03% 367
2025
Q4 		$468K Buy
2,745
+1
+0% +$169 0.03% 301
2025
Q3 		$456K Sell
2,744
-400
-13% -$63.7K 0.04% 282
2025
Q2 		$481K Sell
3,144
-49
-2% -$6.91K 0.04% 271
2025
Q1 		$462K Hold
3,193
– – 0.04% 237
2024
Q4 		$462K Sell
3,193
-20
-0.6% -$2.89K 0.06% 162
2024
Q3 		$451K Buy
3,213
+85
+3% +$11.5K 0.07% 144
2024
Q2 		$419K Sell
3,128
-444
-12% -$56.7K 0.07% 158
2024
Q1 		$454K Buy
3,572
+596
+20% +$72.3K 0.09% 155
2023
Q4 		$343K Sell
2,976
-323
-10% -$34.9K 0.07% 178
2023
Q3 		$342K Buy
3,299
+392
+13% +$42K 0.09% 122
2023
Q2 		$283K Hold
2,907
– – 0.1% 106
2023
Q1 		$283K Buy
+2,907
New +$273K 0.09% 126

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
Commerce Bank
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

Ethos Financial Group's IWL Position: Q2 2026 in Review

Ethos Financial Group reduced its iShares Russell Top 200 ETF (IWL) stake by 2.3% in Q2 2026, selling an estimated $9.53K and leaving 2,225 shares worth $400K. The position accounts for 0.03% of the portfolio, ranked #417.

Ethos Financial Group first reported a position in IWL in Q1 2023 and has held it in 14 quarters since. The position peaked at $481K in Q2 2025. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Ethos Financial Group held 2,225 shares of iShares Russell Top 200 ETF worth $400K as of Q2 2026.
  • Ethos Financial Group sold 53 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $9.53K.
  • iShares Russell Top 200 ETF made up 0.03% of Ethos Financial Group's portfolio in Q2 2026, its #417 holding.
  • Ethos Financial Group first reported a position in iShares Russell Top 200 ETF in Q1 2023 and has held it in 14 quarters since.
  • Ethos Financial Group's iShares Russell Top 200 ETF position peaked at $481K in Q2 2025.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.