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GeoWealth Management’s iShares Russell Top 200 ETF IWL Stock Holding History

GeoWealth Management’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 		$2.56M Buy
13,863
+1,411
+11% +$254K 0.08% 147
2026
Q1 		$2M Sell
12,452
-1,440
-10% -$243K 0.07% 159
2025
Q4 		$2.37M Sell
13,892
-403
-3% -$68.1K 0.09% 144
2025
Q3 		$2.37M Buy
14,295
+66
+0.5% +$10.5K 0.09% 150
2025
Q2 		$2.18M Sell
14,229
-37
-0.3% -$5.22K 0.09% 145
2025
Q1 		$1.96M Sell
14,266
-46,949
-77% -$6.81M 0.08% 147
2024
Q4 		$8.86M Buy
61,215
+60,490
+8,343% +$8.75M 0.29% 60
2024
Q3 		$102K Buy
+725
New +$98.3K ﹤0.01% 891
2024
Q2 		– Sell
-7,787
Closed -$990K – 907
2024
Q1 		$990K Buy
+7,787
New +$944K 0.04% 295
2022
Q2 		– Sell
-2,330
Closed -$252K – 363
2022
Q1 		$252K Sell
2,330
-742
-24% -$79.1K 0.02% 278
2021
Q4 		$350K Buy
+3,072
New +$339K 0.03% 236

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

GeoWealth Management's IWL Position: Q2 2026 in Review

GeoWealth Management increased its iShares Russell Top 200 ETF (IWL) stake by 11% in Q2 2026, buying an estimated $254K and bringing the position to 13,863 shares worth $2.56M. The position accounts for 0.08% of the portfolio, ranked #147.

GeoWealth Management first reported a position in IWL in Q4 2021 and has held it in 11 quarters since. The position peaked at $8.86M in Q4 2024. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • GeoWealth Management held 13,863 shares of iShares Russell Top 200 ETF worth $2.56M as of Q2 2026.
  • GeoWealth Management bought 1,411 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $254K.
  • iShares Russell Top 200 ETF made up 0.08% of GeoWealth Management's portfolio in Q2 2026, its #147 holding.
  • GeoWealth Management first reported a position in iShares Russell Top 200 ETF in Q4 2021 and has held it in 11 quarters since.
  • GeoWealth Management's iShares Russell Top 200 ETF position peaked at $8.86M in Q4 2024.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.