GRP
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Global Retirement Partners’s iShares Russell Top 200 ETF IWL Stock Holding History

Global Retirement Partners’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 		$1.68K Buy
+9
New +$1.62K ﹤0.01% 4093
2025
Q4 		$4.95K Buy
+29
New +$4.9K ﹤0.01% 3443
2017
Q3 		– Sell
-11,473
Closed -$639K – 1228
2017
Q2 		$639K Buy
+11,473
New +$630K 0.3% 72

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

Global Retirement Partners's IWL Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares Russell Top 200 ETF (IWL) in Q2 2026: 9 shares worth $1.68K. The stake represents ﹤0.01% of the portfolio and ranks #4093 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IWL as recently as Q4 2025.

Global Retirement Partners first reported a position in IWL in Q2 2017 and has held it in 3 quarters since. The position peaked at $639K in Q2 2017. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Global Retirement Partners held 9 shares of iShares Russell Top 200 ETF worth $1.68K as of Q2 2026.
  • iShares Russell Top 200 ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares Russell Top 200 ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4093 holding.
  • Global Retirement Partners first reported a position in iShares Russell Top 200 ETF in Q2 2017 and has held it in 3 quarters since.
  • Global Retirement Partners's iShares Russell Top 200 ETF position peaked at $639K in Q2 2017.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.