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Flagship Harbor Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History

Flagship Harbor 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 		$1.67M Sell
9,006
-375
-4% -$67.4K 0.06% 259
2026
Q1 		$1.51M Buy
9,381
+4,820
+106% +$812K 0.07% 249
2025
Q4 		$778K Sell
4,561
-211
-4% -$35.6K 0.04% 348
2025
Q3 		$793K Buy
4,772
+213
+5% +$33.9K 0.03% 378
2025
Q2 		$698K Buy
4,559
+78
+2% +$11K 0.03% 394
2025
Q1 		$616K Buy
4,481
+7
+0.2% +$1.02K 0.03% 382
2024
Q4 		$647K Buy
4,474
+231
+5% +$33.4K 0.03% 359
2024
Q3 		$596K Buy
4,243
+226
+6% +$30.6K 0.03% 373
2024
Q2 		$538K Buy
4,017
+214
+6% +$27.3K 0.03% 380
2024
Q1 		$483K Sell
3,803
-47
-1% -$5.7K 0.03% 393
2023
Q4 		$443K Buy
3,850
+16
+0.4% +$1.73K 0.03% 388
2023
Q3 		$396K Buy
3,834
+85
+2% +$9.12K 0.03% 396
2023
Q2 		$400K Buy
3,749
+441
+13% +$44.3K 0.03% 400
2023
Q1 		$322K Sell
3,308
-44
-1% -$4.14K 0.03% 461
2022
Q4 		$302K Buy
3,352
+138
+4% +$12.5K 0.03% 457
2022
Q3 		$273K Buy
3,214
+58
+2% +$5.48K 0.03% 462
2022
Q2 		$283K Buy
3,156
+4
+0.1% +$389 0.03% 472
2022
Q1 		$341K Buy
3,152
+4
+0.1% +$426 0.03% 444
2021
Q4 		$359K Sell
3,148
-36
-1% -$3.97K 0.03% 452
2021
Q3 		$327K Hold
3,184
– – 0.04% 461
2021
Q2 		$327K Buy
3,184
+3
+0.1% +$299 0.04% 462
2021
Q1 		$301K Buy
3,181
+730
+30% +$67.6K 0.03% 476
2020
Q4 		$221K Buy
2,451
+387
+19% +$33.1K 0.03% 506
2020
Q3 		$167K Buy
2,064
+214
+12% +$17.1K 0.02% 511
2020
Q2 		$136K Hold
1,850
– – 0.02% 560
2020
Q1 		$114K Hold
1,850
– – 0.02% 518
2019
Q4 		$139K Hold
1,850
– – 0.02% 534
2019
Q3 		$127K Buy
1,850
+75
+4% +$5.15K 0.02% 526
2019
Q2 		$120K Hold
1,775
– – 0.02% 523
2019
Q1 		$116K Buy
1,775
+380
+27% +$24K 0.02% 524
2018
Q4 		$81K Sell
1,395
-205
-13% -$12.9K 0.02% 572
2018
Q3 		$109K Buy
1,600
+1,560
+3,900% +$103K 0.02% 570
2018
Q2 		$2K Buy
+40
New +$2.5K ﹤0.01% 1856

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

Flagship Harbor Advisors's IWL Position: Q2 2026 in Review

Flagship Harbor Advisors reduced its iShares Russell Top 200 ETF (IWL) stake by 4% in Q2 2026, selling an estimated $67.4K and leaving 9,006 shares worth $1.67M. The position accounts for 0.06% of the portfolio, ranked #259.

Flagship Harbor Advisors first reported a position in IWL in Q2 2018 and has held it in 33 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Flagship Harbor Advisors held 9,006 shares of iShares Russell Top 200 ETF worth $1.67M as of Q2 2026.
  • Flagship Harbor Advisors sold 375 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $67.4K.
  • iShares Russell Top 200 ETF made up 0.06% of Flagship Harbor Advisors's portfolio in Q2 2026, its #259 holding.
  • Flagship Harbor Advisors first reported a position in iShares Russell Top 200 ETF in Q2 2018 and has held it in 33 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Flagship Harbor Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.