Family Capital Management’s iShares Russell Top 200 ETF IWL Stock Holding History

Family Capital Management’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	$2.22M	Sell	13,819 -896	-6%	-$151K	0.99%	27
2025 Q4	$2.51M	Sell	14,715 -3	-0%	-$507	1.12%	23
2025 Q3	$2.44M	Buy	14,718 +2	+0%	+$318	1.17%	21
2025 Q2	$2.25M	Sell	14,716 -62	-0.4%	-$8.74K	1.18%	19
2025 Q1	$2.03M	Sell	14,778 -69	-0.5%	-$10K	1.25%	20
2024 Q4	$2.15M	Sell	14,847 -25	-0.2%	-$3.62K	1.3%	19
2024 Q3	$2.09M	Sell	14,872 -19	-0.1%	-$2.58K	1.35%	19
2024 Q2	$1.99M	Hold	14,891	–	–	1.36%	19
2024 Q1	$1.89M	Sell	14,891 -4,772	-24%	-$579K	1.32%	20
2023 Q4	$2.26M	Hold	19,663	–	–	1.6%	16
2023 Q3	$2.03M	Sell	19,663 -2	-0%	-$215	1.34%	18
2023 Q2	$2.1M	Sell	19,665 -168	-0.8%	-$16.9K	1.31%	19
2023 Q1	$1.93M	Sell	19,833 -30,587	-61%	-$2.88M	0.83%	19
2022 Q4	$4.54M	Buy	+50,420	New	+$4.57M	2.99%	9

Other funds holding IWL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

RIS

Richmond Investment Services Mequon, Wisconsin $619M AUM 22.39% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return

Family Capital Management's IWL Position: Q1 2026 in Review

Family Capital Management reduced its iShares Russell Top 200 ETF (IWL) stake by 6.1% in Q1 2026, selling an estimated $151K and leaving 13,819 shares worth $2.22M. The position accounts for 0.99% of the portfolio, ranked #27.

Family Capital Management first reported a position in IWL in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.54M in Q4 2022. 225 funds tracked by Wall St. Rank hold IWL as of Q1 2026.

Family Capital Management held 13,819 shares of iShares Russell Top 200 ETF worth $2.22M as of Q1 2026.
Family Capital Management sold 896 iShares Russell Top 200 ETF shares in Q1 2026, an estimated $151K.
iShares Russell Top 200 ETF made up 0.99% of Family Capital Management's portfolio in Q1 2026, its #27 holding.
Family Capital Management first reported a position in iShares Russell Top 200 ETF in Q4 2022 and has held it in 14 quarters since.
Family Capital Management's iShares Russell Top 200 ETF position peaked at $4.54M in Q4 2022.
225 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2026.

Based on Family Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.