J.W. Cole Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History

J.W. Cole 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	$410K	Buy	+2,216	New	+$398K	0.01%	1120
2026 Q1	–	Sell	-2,213	Closed	-$378K	–	1123
2025 Q4	$378K	Buy	2,213 +2	+0.1%	+$338	0.01%	997
2025 Q3	$367K	Buy	2,211 +2	+0.1%	+$318	0.01%	1124
2025 Q2	$338K	Buy	2,209 +11	+0.5%	+$1.55K	0.01%	1082
2025 Q1	$302K	Buy	2,198 +788	+56%	+$114K	0.01%	961
2024 Q4	$204K	Buy	+1,410	New	+$204K	0.01%	901

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

J.W. Cole Advisors's IWL Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares Russell Top 200 ETF (IWL) in Q2 2026: 2,216 shares worth $410K. The stake represents 0.01% of the portfolio and ranks #1120 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in IWL as recently as Q4 2025.

J.W. Cole Advisors first reported a position in IWL in Q4 2024 and has held it in 6 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

J.W. Cole Advisors held 2,216 shares of iShares Russell Top 200 ETF worth $410K as of Q2 2026.
iShares Russell Top 200 ETF was a new J.W. Cole Advisors position in Q2 2026.
iShares Russell Top 200 ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1120 holding.
J.W. Cole Advisors first reported a position in iShares Russell Top 200 ETF in Q4 2024 and has held it in 6 quarters since.
235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.