Holos Integrated Wealth’s iShares Russell Top 200 ETF IWL Stock Holding History

Holos Integrated Wealth’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	$6.27M	Buy	33,849 +927	+3%	+$167K	2.93%	13
2026 Q1	$5.36M	Sell	32,922 -2,719	-8%	-$458K	2.71%	13
2025 Q4	$6.08M	Sell	35,641 -1,477	-4%	-$250K	3.4%	8
2025 Q3	$6.05M	Buy	37,118 +41	+0.1%	+$6.52K	3.56%	10
2025 Q2	$5.88M	Sell	37,077 -93	-0.3%	-$13.1K	3.53%	10
2025 Q1	$5.11M	Sell	37,170 -20,008	-35%	-$2.9M	3.35%	10
2024 Q4	$8.27M	Buy	+57,178	New	+$8.27M	5.66%	5

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

Holos Integrated Wealth's IWL Position: Q2 2026 in Review

Holos Integrated Wealth increased its iShares Russell Top 200 ETF (IWL) stake by 2.8% in Q2 2026, buying an estimated $167K and bringing the position to 33,849 shares worth $6.27M. The position accounts for 2.93% of the portfolio, ranked #13.

Holos Integrated Wealth first reported a position in IWL in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.27M in Q4 2024. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

Holos Integrated Wealth held 33,849 shares of iShares Russell Top 200 ETF worth $6.27M as of Q2 2026.
Holos Integrated Wealth bought 927 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $167K.
iShares Russell Top 200 ETF made up 2.93% of Holos Integrated Wealth's portfolio in Q2 2026, its #13 holding.
Holos Integrated Wealth first reported a position in iShares Russell Top 200 ETF in Q4 2024 and has held it in 7 quarters since.
Holos Integrated Wealth's iShares Russell Top 200 ETF position peaked at $8.27M in Q4 2024.
235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.