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Forefront Wealth Partners’s iShares Russell Top 200 ETF IWL Stock Holding History

Forefront Wealth Partners’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 		$2.39M Sell
12,946
-86
-0.7% -$15.5K 0.74% 37
2026
Q1 		$2.09M Buy
13,032
+2,294
+21% +$387K 0.88% 29
2025
Q4 		$1.83M Buy
10,738
+1,117
+12% +$189K 0.87% 29
2025
Q3 		$1.6M Buy
9,621
+3,726
+63% +$593K 0.4% 63
2025
Q2 		$875K Buy
5,895
+997
+20% +$141K 0.6% 43
2025
Q1 		$673K Buy
4,898
+1,583
+48% +$230K 0.46% 52
2024
Q4 		$480K Buy
+3,315
New +$480K 0.36% 59

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

Forefront Wealth Partners's IWL Position: Q2 2026 in Review

Forefront Wealth Partners reduced its iShares Russell Top 200 ETF (IWL) stake by 0.66% in Q2 2026, selling an estimated $15.5K and leaving 12,946 shares worth $2.39M. The position accounts for 0.74% of the portfolio, ranked #37.

Forefront Wealth Partners first reported a position in IWL in Q4 2024 and has held it in 7 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Forefront Wealth Partners held 12,946 shares of iShares Russell Top 200 ETF worth $2.39M as of Q2 2026.
  • Forefront Wealth Partners sold 86 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $15.5K.
  • iShares Russell Top 200 ETF made up 0.74% of Forefront Wealth Partners's portfolio in Q2 2026, its #37 holding.
  • Forefront Wealth Partners first reported a position in iShares Russell Top 200 ETF in Q4 2024 and has held it in 7 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.