KCM
IWL icon

Kendall Capital Management’s iShares Russell Top 200 ETF IWL Stock Holding History

Kendall Capital Management’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 		$357K Sell
2,225
-65
-3% -$11K 0.07% 178
2025
Q4 		$391K Buy
2,290
+300
+15% +$50.7K 0.08% 177
2025
Q3 		$331K Sell
1,990
-124
-6% -$19.7K 0.07% 189
2025
Q2 		$324K Sell
2,114
-239
-10% -$33.7K 0.09% 179
2025
Q1 		$323K Hold
2,353
– – 0.1% 169
2024
Q4 		$341K Buy
+2,353
New +$340K 0.1% 171

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

Kendall Capital Management's IWL Position: Q1 2026 in Review

Kendall Capital Management reduced its iShares Russell Top 200 ETF (IWL) stake by 2.8% in Q1 2026, selling an estimated $11K and leaving 2,225 shares worth $357K. The position accounts for 0.07% of the portfolio, ranked #178.

Kendall Capital Management first reported a position in IWL in Q4 2024 and has held it in 6 quarters since. The position peaked at $391K in Q4 2025. 225 funds tracked by Wall St. Rank hold IWL as of Q1 2026.

  • Kendall Capital Management held 2,225 shares of iShares Russell Top 200 ETF worth $357K as of Q1 2026.
  • Kendall Capital Management sold 65 iShares Russell Top 200 ETF shares in Q1 2026, an estimated $11K.
  • iShares Russell Top 200 ETF made up 0.07% of Kendall Capital Management's portfolio in Q1 2026, its #178 holding.
  • Kendall Capital Management first reported a position in iShares Russell Top 200 ETF in Q4 2024 and has held it in 6 quarters since.
  • Kendall Capital Management's iShares Russell Top 200 ETF position peaked at $391K in Q4 2025.
  • 225 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2026.

Based on Kendall Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.