Jones Financial Companies
IWL icon

Jones Financial Companies’s iShares Russell Top 200 ETF IWL Stock Holding History

Jones Financial Companies’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 		$150K Buy
830
+119
+17% +$21.4K ﹤0.01% 2697
2026
Q1 		$111K Sell
711
-65
-8% -$11K ﹤0.01% 2625
2025
Q4 		$132K Buy
776
+225
+41% +$38K ﹤0.01% 2108
2025
Q3 		$90.9K Buy
551
+227
+70% +$36.1K ﹤0.01% 2122
2025
Q2 		$49.4K Buy
324
+49
+18% +$6.91K ﹤0.01% 2230
2025
Q1 		$37.6K Hold
275
– – ﹤0.01% 2175
2024
Q4 		$39.8K Buy
+275
New +$39.8K ﹤0.01% 1965
2024
Q2 		– Sell
-40
Closed -$5.08K – 2435
2024
Q1 		$5.08K Buy
+40
New +$4.85K ﹤0.01% 1169

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 $1.42B 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
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

Jones Financial Companies's IWL Position: Q2 2026 in Review

Jones Financial Companies increased its iShares Russell Top 200 ETF (IWL) stake by 17% in Q2 2026, buying an estimated $21.4K and bringing the position to 830 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #2697.

Jones Financial Companies first reported a position in IWL in Q1 2024 and has held it in 8 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Jones Financial Companies held 830 shares of iShares Russell Top 200 ETF worth $150K as of Q2 2026.
  • Jones Financial Companies bought 119 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $21.4K.
  • iShares Russell Top 200 ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2697 holding.
  • Jones Financial Companies first reported a position in iShares Russell Top 200 ETF in Q1 2024 and has held it in 8 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.