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Great Valley Advisor Group’s iShares Russell Top 200 ETF IWL Stock Holding History

Great Valley Advisor Group’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 		$5M Buy
27,018
+260
+1% +$46.7K 0.08% 225
2026
Q1 		$4.29M Buy
26,758
+842
+3% +$142K 0.08% 223
2025
Q4 		$4.42M Buy
25,916
+1,003
+4% +$169K 0.09% 209
2025
Q3 		$4.14M Sell
24,913
-139
-0.6% -$22.1K 0.08% 210
2025
Q2 		$3.84M Buy
25,052
+488
+2% +$68.8K 0.09% 204
2025
Q1 		$3.38M Buy
24,564
+768
+3% +$111K 0.07% 234
2024
Q4 		$3.44M Sell
23,796
-80
-0.3% -$11.6K 0.08% 234
2024
Q3 		$3.35M Buy
23,876
+709
+3% +$96.1K 0.08% 236
2024
Q2 		$3.1M Buy
+23,167
New +$2.96M 0.09% 225

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 $1.42B AUM 19.14% 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

Great Valley Advisor Group's IWL Position: Q2 2026 in Review

Great Valley Advisor Group increased its iShares Russell Top 200 ETF (IWL) stake by 0.97% in Q2 2026, buying an estimated $46.7K and bringing the position to 27,018 shares worth $5M. The position accounts for 0.08% of the portfolio, ranked #225.

Great Valley Advisor Group first reported a position in IWL in Q2 2024 and has held it in 9 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Great Valley Advisor Group held 27,018 shares of iShares Russell Top 200 ETF worth $5M as of Q2 2026.
  • Great Valley Advisor Group bought 260 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $46.7K.
  • iShares Russell Top 200 ETF made up 0.08% of Great Valley Advisor Group's portfolio in Q2 2026, its #225 holding.
  • Great Valley Advisor Group first reported a position in iShares Russell Top 200 ETF in Q2 2024 and has held it in 9 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.