HI
IWL icon

Harbour Investments’s iShares Russell Top 200 ETF IWL Stock Holding History

Harbour Investments’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 		$119K Hold
646
– – ﹤0.01% 1901
2026
Q1 		$104K Hold
646
– – ﹤0.01% 1918
2025
Q4 		$110K Hold
646
– – ﹤0.01% 1590
2025
Q3 		$107K Hold
646
– – ﹤0.01% 1555
2025
Q2 		$98.9K Sell
646
-2,146
-77% -$303K ﹤0.01% 1512
2025
Q1 		$384K Hold
2,792
– – 0.01% 822
2024
Q4 		$404K Hold
2,792
– – 0.01% 767
2024
Q3 		$392K Buy
2,792
+586
+27% +$79.4K 0.01% 752
2024
Q2 		$295K Hold
2,206
– – 0.01% 800
2024
Q1 		$280K Hold
2,206
– – 0.01% 790
2023
Q4 		$254K Sell
2,206
-4
-0.2% -$433 0.01% 765
2023
Q3 		$228K Buy
2,210
+481
+28% +$51.6K 0.01% 740
2023
Q2 		$184K Buy
1,729
+495
+40% +$49.7K 0.01% 826
2023
Q1 		$120K Sell
1,234
-73
-6% -$6.87K 0.01% 963
2022
Q4 		$118K Buy
1,307
+9
+0.7% +$817 0.01% 945
2022
Q3 		$117K Hold
1,298
– – 0.01% 901
2022
Q2 		$117K Buy
+1,298
New +$126K 0.01% 901
2021
Q4 		$215K Sell
1,890
-327
-15% -$36.1K 0.01% 689
2021
Q3 		$228K Buy
2,217
+111
+5% +$11.8K 0.01% 958
2021
Q2 		$217K Buy
2,106
+510
+32% +$50.9K 0.01% 1008
2021
Q1 		$151K Buy
+1,596
New +$148K 0.01% 1102

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

Harbour Investments's IWL Position: Q2 2026 in Review

Harbour Investments held its iShares Russell Top 200 ETF (IWL) position steady in Q2 2026 at 646 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #1901.

Harbour Investments first reported a position in IWL in Q1 2021 and has held it in 21 quarters since. The position peaked at $404K in Q4 2024. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Harbour Investments held 646 shares of iShares Russell Top 200 ETF worth $119K as of Q2 2026.
  • Harbour Investments left its iShares Russell Top 200 ETF share count unchanged in Q2 2026.
  • iShares Russell Top 200 ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1901 holding.
  • Harbour Investments first reported a position in iShares Russell Top 200 ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's iShares Russell Top 200 ETF position peaked at $404K in Q4 2024.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.