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Juncture Wealth Strategies’s iShares Russell Top 200 ETF IWL Stock Holding History

Juncture Wealth Strategies’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 		$218K Buy
+1,177
New +$212K 0.06% 171
2026
Q1 		– Sell
-1,177
Closed -$201K – 140
2025
Q4 		$201K Buy
+1,177
New +$199K 0.07% 133

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

Juncture Wealth Strategies's IWL Position: Q2 2026 in Review

Juncture Wealth Strategies opened a new position in iShares Russell Top 200 ETF (IWL) in Q2 2026: 1,177 shares worth $218K. The stake represents 0.06% of the portfolio and ranks #171 among its holdings. This is a return to the name: Juncture Wealth Strategies previously reported a position in IWL as recently as Q4 2025.

Juncture Wealth Strategies first reported a position in IWL in Q4 2025 and has held it in 2 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Juncture Wealth Strategies held 1,177 shares of iShares Russell Top 200 ETF worth $218K as of Q2 2026.
  • iShares Russell Top 200 ETF was a new Juncture Wealth Strategies position in Q2 2026.
  • iShares Russell Top 200 ETF made up 0.06% of Juncture Wealth Strategies's portfolio in Q2 2026, its #171 holding.
  • Juncture Wealth Strategies first reported a position in iShares Russell Top 200 ETF in Q4 2025 and has held it in 2 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.