IRC
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Investors Research Corp’s iShares Russell Top 200 ETF IWL Stock Holding History

Investors Research Corp’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 		$622K Sell
3,362
-137
-4% -$24.6K 0.11% 150
2026
Q1 		$561K Buy
3,499
+463
+15% +$78K 0.11% 166
2025
Q4 		$518K Buy
3,036
+286
+10% +$48.3K 0.09% 194
2025
Q3 		$457K Buy
2,750
+459
+20% +$73K 0.08% 207
2025
Q2 		$351K Buy
2,291
+810
+55% +$114K 0.07% 243
2025
Q1 		$204K Buy
1,481
+552
+59% +$80.1K 0.04% 289
2024
Q4 		$134K Buy
929
+314
+51% +$45.4K 0.03% 350
2024
Q3 		$86.4K Buy
615
+344
+127% +$46.6K 0.02% 410
2024
Q2 		$36.3K Buy
+271
New +$34.6K 0.01% 542

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

Investors Research Corp's IWL Position: Q2 2026 in Review

Investors Research Corp reduced its iShares Russell Top 200 ETF (IWL) stake by 3.9% in Q2 2026, selling an estimated $24.6K and leaving 3,362 shares worth $622K. The position accounts for 0.11% of the portfolio, ranked #150.

Investors Research Corp first reported a position in IWL in Q2 2024 and has held it in 9 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Investors Research Corp held 3,362 shares of iShares Russell Top 200 ETF worth $622K as of Q2 2026.
  • Investors Research Corp sold 137 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $24.6K.
  • iShares Russell Top 200 ETF made up 0.11% of Investors Research Corp's portfolio in Q2 2026, its #150 holding.
  • Investors Research Corp first reported a position in iShares Russell Top 200 ETF in Q2 2024 and has held it in 9 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.