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John Overdeck’s iShares Russell Top 200 ETF IWL Stock Holding History

John Overdeck’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
-64,000
Closed -$10.3M – 5241
2026
Q1 		$10.3M Buy
+64,000
New +$10.8M 0.01% 1390
2025
Q4 		– Sell
-15,900
Closed -$2.64M – 4235
2025
Q3 		$2.64M Sell
15,900
-24,700
-61% -$3.93M ﹤0.01% 1949
2025
Q2 		$6.22M Buy
+40,600
New +$5.72M 0.01% 1106
2025
Q1 		– Sell
-42,200
Closed -$6.11M – 3344
2024
Q4 		$6.11M Buy
+42,200
New +$6.11M 0.01% 985
2024
Q3 		– Sell
-17,100
Closed -$2.29M – 3228
2024
Q2 		$2.29M Buy
+17,100
New +$2.19M 0.01% 1463
2024
Q1 		– Sell
-20,500
Closed -$2.36M – 3192
2023
Q4 		$2.36M Buy
+20,500
New +$2.22M 0.01% 1404

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

John Overdeck's IWL Position: Q2 2026 in Review

John Overdeck sold out of iShares Russell Top 200 ETF (IWL) in Q2 2026, closing a stake of 64,000 shares — an estimated $10.3M sold.

John Overdeck first reported a position in IWL in Q4 2023 and held it in 6 quarters. The position peaked at $10.3M in Q1 2026. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • John Overdeck reported no remaining iShares Russell Top 200 ETF position as of Q2 2026 after selling out during the quarter.
  • John Overdeck sold 64,000 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $10.3M.
  • John Overdeck first reported a position in iShares Russell Top 200 ETF in Q4 2023 and held it in 6 quarters.
  • John Overdeck's iShares Russell Top 200 ETF position peaked at $10.3M in Q1 2026.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.