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BFC Planning, Inc.’s iShares Russell Top 200 ETF IWL Stock Holding History

BFC Planning, Inc.’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 		$1.13M Buy
6,130
+151
+3% +$27.1K 0.05% 368
2026
Q1 		$960K Buy
5,979
+182
+3% +$30.7K 0.04% 368
2025
Q4 		$989K Buy
5,797
+925
+19% +$156K 0.04% 368
2025
Q3 		$809K Hold
4,872
– – 0.06% 274
2025
Q2 		$746K Hold
4,872
– – 0.06% 279
2025
Q1 		$669K Buy
+4,872
New +$707K 0.06% 274

Other funds holding IWL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Gilbert & Cook
Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return
Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commerce Bank
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
George Kaiser Family Foundation
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return

BFC Planning, Inc.'s IWL Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares Russell Top 200 ETF (IWL) stake by 2.5% in Q2 2026, buying an estimated $27.1K and bringing the position to 6,130 shares worth $1.13M. The position accounts for 0.05% of the portfolio, ranked #368.

BFC Planning, Inc. first reported a position in IWL in Q1 2025 and has held it in 6 quarters since. 236 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • BFC Planning, Inc. held 6,130 shares of iShares Russell Top 200 ETF worth $1.13M as of Q2 2026.
  • BFC Planning, Inc. bought 151 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $27.1K.
  • iShares Russell Top 200 ETF made up 0.05% of BFC Planning, Inc.'s portfolio in Q2 2026, its #368 holding.
  • BFC Planning, Inc. first reported a position in iShares Russell Top 200 ETF in Q1 2025 and has held it in 6 quarters since.
  • 236 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.