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Focus Partners Advisor Solutions’s iShares Russell Top 200 ETF IWL Stock Holding History

Focus Partners Advisor Solutions’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 		$6.49M Buy
35,065
+14,965
+74% +$2.69M 0.06% 163
2026
Q1 		$3.23M Buy
20,100
+6,523
+48% +$1.1M 0.03% 253
2025
Q4 		$2.32M Sell
13,577
-4,390
-24% -$742K 0.03% 280
2025
Q3 		$3.06M Buy
17,967
+16,018
+822% +$2.55M 0.03% 256
2025
Q2 		$298K Buy
+1,949
New +$275K ﹤0.01% 864

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 $1.43B AUM 24.87% 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

Focus Partners Advisor Solutions's IWL Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its iShares Russell Top 200 ETF (IWL) stake by 74% in Q2 2026, buying an estimated $2.69M and bringing the position to 35,065 shares worth $6.49M. The position accounts for 0.06% of the portfolio, ranked #163.

Focus Partners Advisor Solutions first reported a position in IWL in Q2 2025 and has held it in 5 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Focus Partners Advisor Solutions held 35,065 shares of iShares Russell Top 200 ETF worth $6.49M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 14,965 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $2.69M.
  • iShares Russell Top 200 ETF made up 0.06% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #163 holding.
  • Focus Partners Advisor Solutions first reported a position in iShares Russell Top 200 ETF in Q2 2025 and has held it in 5 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.