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

Kestra 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	$5.31M	Sell	28,696 -1,610	-5%	-$289K	0.02%	816
2026 Q1	$4.86M	Sell	30,306 -1,152	-4%	-$194K	0.02%	806
2025 Q4	$5.37M	Buy	31,458 +6,406	+26%	+$1.08M	0.02%	698
2025 Q3	$4.16M	Buy	25,052 +896	+4%	+$143K	0.02%	784
2025 Q2	$3.7M	Sell	24,156 -4,337	-15%	-$611K	0.02%	772
2025 Q1	$3.92M	Buy	28,493 +5,154	+22%	+$748K	0.02%	672
2024 Q4	$3.38M	Buy	23,339 +1,623	+7%	+$235K	0.02%	748
2024 Q3	$3.05M	Buy	21,716 +2,215	+11%	+$300K	0.02%	767
2024 Q2	$2.56M	Buy	19,501 +4,419	+29%	+$565K	0.01%	841
2024 Q1	$1.92M	Buy	15,082 +12,533	+492%	+$1.52M	0.01%	899
2023 Q4	$293K	Buy	2,549 +53	+2%	+$5.73K	﹤0.01%	1861
2023 Q3	$258K	Buy	+2,496	New	+$268K	﹤0.01%	1769

Other funds holding IWL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Kestra Advisory Services's IWL Position: Q2 2026 in Review

Kestra Advisory Services reduced its iShares Russell Top 200 ETF (IWL) stake by 5.3% in Q2 2026, selling an estimated $289K and leaving 28,696 shares worth $5.31M. The position accounts for 0.02% of the portfolio, ranked #816.

Kestra Advisory Services first reported a position in IWL in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.37M in Q4 2025. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

Kestra Advisory Services held 28,696 shares of iShares Russell Top 200 ETF worth $5.31M as of Q2 2026.
Kestra Advisory Services sold 1,610 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $289K.
iShares Russell Top 200 ETF made up 0.02% of Kestra Advisory Services's portfolio in Q2 2026, its #816 holding.
Kestra Advisory Services first reported a position in iShares Russell Top 200 ETF in Q3 2023 and has held it in 12 quarters since.
Kestra Advisory Services's iShares Russell Top 200 ETF position peaked at $5.37M in Q4 2025.
235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.