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

Kestra Private Wealth 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 		$537K Sell
2,905
-1,012
-26% -$182K 0.01% 1195
2026
Q1 		$629K Buy
3,917
+355
+10% +$59.8K 0.01% 1087
2025
Q4 		$608K Buy
+3,562
New +$602K 0.01% 1058

Other funds holding IWL

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
RIS
Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Kestra Private Wealth Services's IWL Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its iShares Russell Top 200 ETF (IWL) stake by 26% in Q2 2026, selling an estimated $182K and leaving 2,905 shares worth $537K. The position accounts for 0.01% of the portfolio, ranked #1195.

Kestra Private Wealth Services first reported a position in IWL in Q4 2025 and has held it in 3 quarters since. The position peaked at $629K in Q1 2026. 100 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Kestra Private Wealth Services held 2,905 shares of iShares Russell Top 200 ETF worth $537K as of Q2 2026.
  • Kestra Private Wealth Services sold 1,012 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $182K.
  • iShares Russell Top 200 ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1195 holding.
  • Kestra Private Wealth Services first reported a position in iShares Russell Top 200 ETF in Q4 2025 and has held it in 3 quarters since.
  • Kestra Private Wealth Services's iShares Russell Top 200 ETF position peaked at $629K in Q1 2026.
  • 100 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

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