George Kaiser Family Foundation’s iShares Russell Top 200 ETF IWL Stock Holding History

George Kaiser Family Foundation’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	$46M	Buy	248,501 +114,051	+85%	+$20.5M	4.41%	4
2026 Q1	$21.6M	Hold	134,450	–	–	2.44%	6
2025 Q4	$22.9M	Hold	134,450	–	–	3.07%	4
2025 Q3	$22.3M	Hold	134,450	–	–	3.13%	4
2025 Q2	$20.6M	Buy	134,450 +43,695	+48%	+$6.16M	2.97%	4
2025 Q1	$12.5M	Buy	+90,755	New	+$13.2M	1.83%	5

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 $1.43B AUM 24.87% 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

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

RIS

Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 1-Year Est. Return

George Kaiser Family Foundation's IWL Position: Q2 2026 in Review

George Kaiser Family Foundation increased its iShares Russell Top 200 ETF (IWL) stake by 85% in Q2 2026, buying an estimated $20.5M and bringing the position to 248,501 shares worth $46M. The position accounts for 4.41% of the portfolio, ranked #4.

George Kaiser Family Foundation first reported a position in IWL in Q1 2025 and has held it in 6 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

George Kaiser Family Foundation held 248,501 shares of iShares Russell Top 200 ETF worth $46M as of Q2 2026.
George Kaiser Family Foundation bought 114,051 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $20.5M.
iShares Russell Top 200 ETF made up 4.41% of George Kaiser Family Foundation's portfolio in Q2 2026, its #4 holding.
George Kaiser Family Foundation first reported a position in iShares Russell Top 200 ETF in Q1 2025 and has held it in 6 quarters since.
235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on George Kaiser Family Foundation's 13F filing for Q2 2026, filed 12 Aug 2026.