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Forum Private Client Group’s iShares Russell Top 200 ETF IWL Stock Holding History

Forum Private Client Group’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 		$662K Sell
3,581
-768
-18% -$138K 0.2% 45
2026
Q1 		$698K Sell
4,349
-136
-3% -$22.9K 0.23% 44
2025
Q4 		$765K Sell
4,485
-72
-2% -$12.2K 0.26% 39
2025
Q3 		$757K Buy
4,557
+32
+0.7% +$5.09K 0.27% 41
2025
Q2 		$693K Sell
4,525
-3
-0.1% -$423 0.27% 40
2025
Q1 		$622K Buy
4,528
+5
+0.1% +$726 0.27% 40
2024
Q4 		$655K Buy
4,523
+352
+8% +$50.9K 0.29% 39
2024
Q3 		$586K Sell
4,171
-291
-7% -$39.5K 0.26% 40
2024
Q2 		$598K Sell
4,462
-161
-3% -$20.6K 0.28% 39
2024
Q1 		$588K Sell
4,623
-503
-10% -$61K 0.28% 42
2023
Q4 		$590K Buy
+5,126
New +$555K 0.31% 42
2023
Q3 		– Sell
-5,771
Closed -$615K – 36
2023
Q2 		$615K Sell
5,771
-1,098
-16% -$110K 0.35% 42
2023
Q1 		$668K Sell
6,869
-310
-4% -$29.2K 0.42% 39
2022
Q4 		$646K Sell
7,179
-1,474
-17% -$134K 0.45% 39
2022
Q3 		$735K Sell
8,653
-4,039
-32% -$382K 0.55% 35
2022
Q2 		$1.14M Buy
12,692
+28
+0.2% +$2.72K 0.83% 29
2022
Q1 		$1.37M Buy
+12,664
New +$1.35M 1.06% 24

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

Forum Private Client Group's IWL Position: Q2 2026 in Review

Forum Private Client Group reduced its iShares Russell Top 200 ETF (IWL) stake by 18% in Q2 2026, selling an estimated $138K and leaving 3,581 shares worth $662K. The position accounts for 0.2% of the portfolio, ranked #45.

Forum Private Client Group first reported a position in IWL in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.37M in Q1 2022. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Forum Private Client Group held 3,581 shares of iShares Russell Top 200 ETF worth $662K as of Q2 2026.
  • Forum Private Client Group sold 768 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $138K.
  • iShares Russell Top 200 ETF made up 0.2% of Forum Private Client Group's portfolio in Q2 2026, its #45 holding.
  • Forum Private Client Group first reported a position in iShares Russell Top 200 ETF in Q1 2022 and has held it in 17 quarters since.
  • Forum Private Client Group's iShares Russell Top 200 ETF position peaked at $1.37M in Q1 2022.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.