FL
IWL icon

FreeGulliver LLC’s iShares Russell Top 200 ETF IWL Stock Holding History

FreeGulliver LLC’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 		$38.8M Sell
209,733
-6,091
-3% -$1.09M 13.68% 2
2026
Q1 		$34.6M Sell
215,824
-3,431
-2% -$578K 14.6% 2
2025
Q4 		$37.4M Sell
219,255
-22,005
-9% -$3.72M 13.77% 3
2025
Q3 		$40.1M Buy
241,260
+1,386
+0.6% +$221K 17.86% 2
2025
Q2 		$36.7M Buy
239,874
+19,671
+9% +$2.77M 16.76% 2
2025
Q1 		$30.3M Buy
220,203
+19,858
+10% +$2.88M 14.93% 2
2024
Q4 		$29M Buy
200,345
+46,690
+30% +$6.76M 13.81% 2
2024
Q3 		$21.6M Buy
153,655
+50,403
+49% +$6.83M 12.82% 2
2024
Q2 		$13.8M Buy
103,252
+33,487
+48% +$4.28M 9.45% 2
2024
Q1 		$8.87M Buy
69,765
+28,075
+67% +$3.4M 7.88% 2
2023
Q4 		$4.8M Buy
+41,690
New +$4.51M 6.37% 4

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

FreeGulliver LLC's IWL Position: Q2 2026 in Review

FreeGulliver LLC reduced its iShares Russell Top 200 ETF (IWL) stake by 2.8% in Q2 2026, selling an estimated $1.09M and leaving 209,733 shares worth $38.8M. The position accounts for 13.68% of the portfolio, ranked #2.

FreeGulliver LLC first reported a position in IWL in Q4 2023 and has held it in 11 quarters since. The position peaked at $40.1M in Q3 2025. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • FreeGulliver LLC held 209,733 shares of iShares Russell Top 200 ETF worth $38.8M as of Q2 2026.
  • FreeGulliver LLC sold 6,091 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $1.09M.
  • iShares Russell Top 200 ETF made up 13.68% of FreeGulliver LLC's portfolio in Q2 2026, its #2 holding.
  • FreeGulliver LLC first reported a position in iShares Russell Top 200 ETF in Q4 2023 and has held it in 11 quarters since.
  • FreeGulliver LLC's iShares Russell Top 200 ETF position peaked at $40.1M in Q3 2025.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on FreeGulliver LLC's 13F filing for Q2 2026, filed 11 Aug 2026.