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Jackson Wealth Management’s iShares Russell Top 200 ETF IWL Stock Holding History

Jackson Wealth Management’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 		– Sell
-2,692
Closed -$432K – 100
2026
Q1 		$432K Buy
2,692
+157
+6% +$26.5K 0.04% 104
2025
Q4 		$433K Buy
2,535
+119
+5% +$20.1K 0.04% 107
2025
Q3 		$401K Sell
2,416
-130
-5% -$20.7K 0.04% 125
2025
Q2 		$390K Sell
2,546
-167
-6% -$23.5K 0.04% 128
2025
Q1 		$373K Sell
2,713
-76
-3% -$11K 0.05% 130
2024
Q4 		$404K Sell
2,789
-243
-8% -$35.2K 0.05% 122
2024
Q3 		$426K Buy
+3,032
New +$411K 0.05% 106
2024
Q2 		– Sell
-3,007
Closed -$382K – 122
2024
Q1 		$382K Sell
3,007
-71
-2% -$8.61K 0.05% 108
2023
Q4 		$354K Buy
3,078
+73
+2% +$7.9K 0.05% 116
2023
Q3 		$311K Buy
3,005
+76
+3% +$8.15K 0.04% 118
2023
Q2 		$312K Buy
+2,929
New +$294K 0.05% 107
2022
Q1 		– Sell
-24,214
Closed -$2.76M – 119
2021
Q4 		$2.76M Buy
+24,214
New +$2.67M 0.35% 75

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

Jackson Wealth Management's IWL Position: Q2 2026 in Review

Jackson Wealth Management sold out of iShares Russell Top 200 ETF (IWL) in Q2 2026, closing a stake of 2,692 shares — an estimated $432K sold.

Jackson Wealth Management first reported a position in IWL in Q4 2021 and held it in 12 quarters. The position peaked at $2.76M in Q4 2021. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Jackson Wealth Management reported no remaining iShares Russell Top 200 ETF position as of Q2 2026 after selling out during the quarter.
  • Jackson Wealth Management sold 2,692 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $432K.
  • Jackson Wealth Management first reported a position in iShares Russell Top 200 ETF in Q4 2021 and held it in 12 quarters.
  • Jackson Wealth Management's iShares Russell Top 200 ETF position peaked at $2.76M in Q4 2021.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Jackson Wealth Management's 13F filing for Q2 2026, filed 20 Aug 2026.