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
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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
RIS
Richmond Investment Services Mequon, Wisconsin $619M AUM 22.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return

Jones Financial Companies's IWL Position: Q1 2026 in Review

Jones Financial Companies reduced its iShares Russell Top 200 ETF (IWL) stake by 8.4% in Q1 2026, selling an estimated $11K and leaving 711 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #2625.

Jones Financial Companies first reported a position in IWL in Q1 2024 and has held it in 7 quarters since. The position peaked at $132K in Q4 2025. 225 funds tracked by Wall St. Rank hold IWL as of Q1 2026.

  • Jones Financial Companies held 711 shares of iShares Russell Top 200 ETF worth $111K as of Q1 2026.
  • Jones Financial Companies sold 65 iShares Russell Top 200 ETF shares in Q1 2026, an estimated $11K.
  • iShares Russell Top 200 ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2625 holding.
  • Jones Financial Companies first reported a position in iShares Russell Top 200 ETF in Q1 2024 and has held it in 7 quarters since.
  • Jones Financial Companies's iShares Russell Top 200 ETF position peaked at $132K in Q4 2025.
  • 225 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.