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HBK Sorce Advisory’s iShares Russell Top 200 ETF IWL Stock Holding History

HBK Sorce Advisory’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 		$302K Buy
+1,585
New +$285K 0.01% 506

Other funds holding IWL

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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
RWP
Reliant Wealth Planning Louisville, Kentucky $364M AUM 11.96% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HBK Sorce Advisory's IWL Position: Q2 2026 in Review

HBK Sorce Advisory opened a new position in iShares Russell Top 200 ETF (IWL) in Q2 2026: 1,585 shares worth $302K. The stake represents 0.01% of the portfolio and ranks #506 among its holdings.

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

  • HBK Sorce Advisory held 1,585 shares of iShares Russell Top 200 ETF worth $302K as of Q2 2026.
  • iShares Russell Top 200 ETF was a new HBK Sorce Advisory position in Q2 2026.
  • iShares Russell Top 200 ETF made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #506 holding.
  • 143 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.