Integrated Wealth Concepts
IWL icon

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

Integrated Wealth Concepts’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 		$16.5M Buy
89,126
+48,118
+117% +$8.65M 0.11% 191
2026
Q1 		$6.58M Buy
41,008
+2,899
+8% +$489K 0.05% 341
2025
Q4 		$6.5M Buy
38,109
+446
+1% +$75.3K 0.08% 237
2025
Q3 		$6.26M Buy
37,663
+1,197
+3% +$190K 0.06% 318
2025
Q2 		$5.58M Buy
36,466
+32,902
+923% +$4.64M 0.06% 314
2025
Q1 		$490K Sell
3,564
-5,289
-60% -$768K 0.01% 1148
2024
Q4 		$1.28M Sell
8,853
-3,068
-26% -$444K 0.01% 721
2024
Q3 		$1.67M Sell
11,921
-1,145
-9% -$155K 0.02% 593
2024
Q2 		$1.75M Sell
13,066
-17,403
-57% -$2.22M 0.02% 557
2024
Q1 		$3.87M Sell
30,469
-404
-1% -$49K 0.06% 319
2023
Q4 		$3.55M Sell
30,873
-3,551
-10% -$384K 0.06% 305
2023
Q3 		$3.56M Sell
34,424
-548
-2% -$58.8K 0.06% 291
2023
Q2 		$3.73M Sell
34,972
-1,799
-5% -$181K 0.06% 286
2023
Q1 		$3.58M Sell
36,771
-1,851
-5% -$174K 0.07% 250
2022
Q4 		$3.48M Buy
38,622
+3,618
+10% +$328K 0.09% 207
2022
Q3 		$2.97M Sell
35,004
-45,943
-57% -$4.34M 0.1% 207
2022
Q2 		$7.27M Buy
+80,947
New +$7.88M 0.23% 98

Other funds holding IWL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Gilbert & Cook
Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return
Tompkins Financial
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
Commerce Bank
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
George Kaiser Family Foundation
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

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

Integrated Wealth Concepts increased its iShares Russell Top 200 ETF (IWL) stake by 117% in Q2 2026, buying an estimated $8.65M and bringing the position to 89,126 shares worth $16.5M. The position accounts for 0.11% of the portfolio, ranked #191.

Integrated Wealth Concepts first reported a position in IWL in Q2 2022 and has held it in 17 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Integrated Wealth Concepts held 89,126 shares of iShares Russell Top 200 ETF worth $16.5M as of Q2 2026.
  • Integrated Wealth Concepts bought 48,118 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $8.65M.
  • iShares Russell Top 200 ETF made up 0.11% of Integrated Wealth Concepts's portfolio in Q2 2026, its #191 holding.
  • Integrated Wealth Concepts first reported a position in iShares Russell Top 200 ETF in Q2 2022 and has held it in 17 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.