EverSource Wealth Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History

EverSource Wealth Advisors’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	$10.4K	Hold	56	–	–	﹤0.01%	2895
2026 Q1	$8.99K	Hold	56	–	–	﹤0.01%	2969
2025 Q4	$9.55K	Hold	56	–	–	﹤0.01%	2821
2025 Q3	$9.3K	Hold	56	–	–	﹤0.01%	2860
2025 Q2	$8.57K	Hold	56	–	–	﹤0.01%	2900
2025 Q1	$7.7K	Hold	56	–	–	﹤0.01%	2266
2024 Q4	$8.1K	Hold	56	–	–	﹤0.01%	2108
2024 Q3	$7.87K	Hold	56	–	–	﹤0.01%	1997
2024 Q2	$7.54K	Hold	56	–	–	﹤0.01%	2020
2024 Q1	$6.84K	Hold	56	–	–	﹤0.01%	1886
2023 Q4	$6.45K	Hold	56	–	–	﹤0.01%	1754
2023 Q3	$5.79K	Hold	56	–	–	﹤0.01%	1654
2023 Q2	$5.97K	Buy	+56	New	+$5.63K	﹤0.01%	1652

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

EverSource Wealth Advisors's IWL Position: Q2 2026 in Review

EverSource Wealth Advisors held its iShares Russell Top 200 ETF (IWL) position steady in Q2 2026 at 56 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2895.

EverSource Wealth Advisors first reported a position in IWL in Q2 2023 and has held it in 13 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

EverSource Wealth Advisors held 56 shares of iShares Russell Top 200 ETF worth $10.4K as of Q2 2026.
EverSource Wealth Advisors left its iShares Russell Top 200 ETF share count unchanged in Q2 2026.
iShares Russell Top 200 ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2895 holding.
EverSource Wealth Advisors first reported a position in iShares Russell Top 200 ETF in Q2 2023 and has held it in 13 quarters since.
235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.