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 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

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.