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Keating Financial Advisory Services’s iShares Russell Top 200 ETF IWL Stock Holding History

Keating Financial Advisory Services’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 		$1.67K Hold
9
– – ﹤0.01% 2011
2026
Q1 		$1.44K Hold
9
– – ﹤0.01% 1966
2025
Q4 		$1.54K Buy
+9
New +$1.52K ﹤0.01% 1667

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

Keating Financial Advisory Services's IWL Position: Q2 2026 in Review

Keating Financial Advisory Services held its iShares Russell Top 200 ETF (IWL) position steady in Q2 2026 at 9 shares worth $1.67K. The position accounts for ﹤0.01% of the portfolio, ranked #2011.

Keating Financial Advisory Services first reported a position in IWL in Q4 2025 and has held it in 3 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Keating Financial Advisory Services held 9 shares of iShares Russell Top 200 ETF worth $1.67K as of Q2 2026.
  • Keating Financial Advisory Services left its iShares Russell Top 200 ETF share count unchanged in Q2 2026.
  • iShares Russell Top 200 ETF made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #2011 holding.
  • Keating Financial Advisory Services first reported a position in iShares Russell Top 200 ETF in Q4 2025 and has held it in 3 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.