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IWL icon

Gilbert & Cook’s iShares Russell Top 200 ETF IWL Stock Holding History

Gilbert & Cook’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 		$94M Sell
508,409
-7,958
-2% -$1.43M 10.82% 2
2026
Q1 		$82.9M Buy
516,367
+7,108
+1% +$1.2M 10.7% 2
2025
Q4 		$86.9M Sell
509,259
-6,354
-1% -$1.07M 10.92% 2
2025
Q3 		$85.6M Sell
515,613
-15,864
-3% -$2.52M 11% 2
2025
Q2 		$81.4M Buy
531,477
+14,790
+3% +$2.08M 11% 2
2025
Q1 		$71M Buy
516,687
+12,704
+3% +$1.84M 10.3% 2
2024
Q4 		$72.9M Sell
503,983
-3,217
-0.6% -$466K 10.28% 2
2024
Q3 		$71.2M Buy
507,200
+24,423
+5% +$3.31M 9.79% 3
2024
Q2 		$64.7M Sell
482,777
-60,666
-11% -$7.75M 9.45% 4
2024
Q1 		$69.1M Sell
543,443
-11,283
-2% -$1.37M 9.41% 4
2023
Q4 		$63.8M Sell
554,726
-11,385
-2% -$1.23M 9.04% 4
2023
Q3 		$58.5M Buy
566,111
+8,898
+2% +$954K 9.23% 3
2023
Q2 		$59.4M Buy
557,213
+6,297
+1% +$633K 9.53% 3
2023
Q1 		$53.6M Buy
550,916
+17,052
+3% +$1.6M 9.25% 3
2022
Q4 		$48M Buy
533,864
+211,244
+65% +$19.2M 8.74% 4
2022
Q3 		$28.6M Sell
322,620
-198,645
-38% -$18.8M 6.35% 3
2022
Q2 		$46.8M Buy
521,265
+40,742
+8% +$3.96M 8.41% 3
2022
Q1 		$51.9M Buy
480,523
+24,069
+5% +$2.57M 8.41% 3
2021
Q4 		$52M Buy
456,454
+16,280
+4% +$1.8M 8.37% 3
2021
Q3 		$45.4M Buy
440,174
+21,735
+5% +$2.31M 8.12% 4
2021
Q2 		$43M Buy
418,439
+22,957
+6% +$2.29M 7.74% 4
2021
Q1 		$37.5M Buy
395,482
+111,209
+39% +$10.3M 7.37% 4
2020
Q4 		$26.4M Buy
284,273
+282,405
+15,118% +$24.1M 5.69% 5
2020
Q3 		$317K Buy
+1,868
New +$149K 0.08% 104

Other funds holding IWL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
RIS
Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 1-Year Est. Return

Gilbert & Cook's IWL Position: Q2 2026 in Review

Gilbert & Cook reduced its iShares Russell Top 200 ETF (IWL) stake by 1.5% in Q2 2026, selling an estimated $1.43M and leaving 508,409 shares worth $94M. The position accounts for 10.82% of the portfolio, ranked #2.

Gilbert & Cook first reported a position in IWL in Q3 2020 and has held it in 24 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Gilbert & Cook held 508,409 shares of iShares Russell Top 200 ETF worth $94M as of Q2 2026.
  • Gilbert & Cook sold 7,958 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $1.43M.
  • iShares Russell Top 200 ETF made up 10.82% of Gilbert & Cook's portfolio in Q2 2026, its #2 holding.
  • Gilbert & Cook first reported a position in iShares Russell Top 200 ETF in Q3 2020 and has held it in 24 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Gilbert & Cook's 13F filing for Q2 2026, filed 28 Jul 2026.