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

Flagship 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 		– Sell
-35
Closed -$5.36K – 493
2026
Q1 		$5.36K Buy
+35
New +$5.9K ﹤0.01% 312
2025
Q4 		– Sell
-35
Closed -$5.81K – 413
2025
Q3 		$5.81K Hold
35
– – ﹤0.01% 365
2025
Q2 		$5.36K Hold
35
– – ﹤0.01% 328
2025
Q1 		$4.81K Hold
35
– – ﹤0.01% 332
2024
Q4 		$5.07K Buy
+35
New +$5.07K ﹤0.01% 320

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 Wealth Advisors's IWL Position: Q2 2026 in Review

Flagship Wealth Advisors sold out of iShares Russell Top 200 ETF (IWL) in Q2 2026, closing a stake of 35 shares — an estimated $5.36K sold.

Flagship Wealth Advisors first reported a position in IWL in Q4 2024 and held it in 5 quarters. The position peaked at $5.81K in Q3 2025. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Flagship Wealth Advisors reported no remaining iShares Russell Top 200 ETF position as of Q2 2026 after selling out during the quarter.
  • Flagship Wealth Advisors sold 35 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $5.36K.
  • Flagship Wealth Advisors first reported a position in iShares Russell Top 200 ETF in Q4 2024 and held it in 5 quarters.
  • Flagship Wealth Advisors's iShares Russell Top 200 ETF position peaked at $5.81K in Q3 2025.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.