Gilliland Jeter Wealth Management’s iShares Russell Top 200 ETF IWL Stock Holding History

Gilliland Jeter Wealth 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	$365K	Buy	+1,972	New	+$354K	0.1%	144

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

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

Gilliland Jeter Wealth Management's IWL Position: Q2 2026 in Review

Gilliland Jeter Wealth Management opened a new position in iShares Russell Top 200 ETF (IWL) in Q2 2026: 1,972 shares worth $365K. The stake represents 0.1% of the portfolio and ranks #144 among its holdings.

235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

Gilliland Jeter Wealth Management held 1,972 shares of iShares Russell Top 200 ETF worth $365K as of Q2 2026.
iShares Russell Top 200 ETF was a new Gilliland Jeter Wealth Management position in Q2 2026.
iShares Russell Top 200 ETF made up 0.1% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #144 holding.
235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.