IA
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IFP Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History

IFP Advisors’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 		$679K Buy
3,671
+2,868
+357% +$516K 0.01% 910
2026
Q1 		$129K Buy
803
+484
+152% +$81.6K ﹤0.01% 1663
2025
Q4 		$54.4K Sell
319
-38
-11% -$6.42K ﹤0.01% 2150
2025
Q3 		$59.3K Sell
357
-245
-41% -$39K ﹤0.01% 1986
2025
Q2 		$92.2K Sell
602
-819
-58% -$115K ﹤0.01% 1684
2025
Q1 		$195K Sell
1,421
-190
-12% -$27.6K 0.01% 1187
2024
Q4 		$233K Sell
1,611
-23
-1% -$3.33K 0.01% 1055
2024
Q3 		$229K Sell
1,634
-48,654
-97% -$6.6M 0.01% 1023
2024
Q2 		$6.74M Sell
50,288
-641
-1% -$81.9K 0.27% 77
2024
Q1 		$6.47M Buy
50,929
+50,166
+6,575% +$6.08M 0.28% 77
2023
Q4 		$87.8K Hold
763
– – ﹤0.01% 1302
2023
Q3 		$78.9K Hold
763
– – ﹤0.01% 1369
2023
Q2 		$81.4K Hold
763
– – ﹤0.01% 1408
2023
Q1 		$48.3K Sell
763
-316
-29% -$29.7K ﹤0.01% 1589
2022
Q4 		$68K Hold
1,079
– – ﹤0.01% 2014
2022
Q3 		$68K Hold
1,079
– – ﹤0.01% 2143
2022
Q2 		$68K Hold
1,079
– – ﹤0.01% 1944
2022
Q1 		$68K Buy
+1,079
New +$115K ﹤0.01% 1944
2019
Q1 		– Sell
-234
Closed -$14K – 2880
2018
Q4 		$14K Hold
234
– – ﹤0.01% 2330
2018
Q3 		$16K Hold
234
– – ﹤0.01% 2581
2018
Q2 		$15K Buy
+234
New +$14.6K ﹤0.01% 2645
2017
Q4 		– Sell
-126
Closed -$7K – 3947
2017
Q3 		$7K Hold
126
– – ﹤0.01% 3223
2017
Q2 		$7K Hold
126
– – ﹤0.01% 3225
2017
Q1 		$7K Hold
126
– – ﹤0.01% 3127
2016
Q4 		$6K Hold
126
– – ﹤0.01% 3195
2016
Q3 		$6K Hold
126
– – ﹤0.01% 3135
2016
Q2 		$6K Buy
+126
New +$5.96K ﹤0.01% 3029
2016
Q1 		– Sell
-126
Closed -$6K – 2885
2015
Q4 		$6K Buy
+126
New +$5.92K ﹤0.01% 2864

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

IFP Advisors's IWL Position: Q2 2026 in Review

IFP Advisors increased its iShares Russell Top 200 ETF (IWL) stake by 357% in Q2 2026, buying an estimated $516K and bringing the position to 3,671 shares worth $679K. The position accounts for 0.01% of the portfolio, ranked #910.

IFP Advisors first reported a position in IWL in Q4 2015 and has held it in 28 quarters since. The position peaked at $6.74M in Q2 2024. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • IFP Advisors held 3,671 shares of iShares Russell Top 200 ETF worth $679K as of Q2 2026.
  • IFP Advisors bought 2,868 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $516K.
  • iShares Russell Top 200 ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #910 holding.
  • IFP Advisors first reported a position in iShares Russell Top 200 ETF in Q4 2015 and has held it in 28 quarters since.
  • IFP Advisors's iShares Russell Top 200 ETF position peaked at $6.74M in Q2 2024.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.