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

KM 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
Q2 		$13.7M Buy
+74,015
New +$13.3M 6.43% 5
2026
Q1 		– Sell
-77,787
Closed -$13.3M – 86
2025
Q4 		$13.3M Sell
77,787
-12,722
-14% -$2.15M 6.78% 5
2025
Q3 		$15M Sell
90,509
-9,599
-10% -$1.53M 6.95% 3
2025
Q2 		$15.3M Buy
100,108
+79
+0.1% +$11.1K 7.56% 3
2025
Q1 		$13.7M Sell
100,029
-2,806
-3% -$407K 7.41% 3
2024
Q4 		$14.9M Buy
102,835
+1,070
+1% +$155K 7.7% 3
2024
Q3 		$14.3M Sell
101,765
-934
-0.9% -$127K 7.64% 3
2024
Q2 		$13.8M Sell
102,699
-2,880
-3% -$368K 7.12% 3
2024
Q1 		$13.4M Sell
105,579
-1,102
-1% -$134K 7.44% 3
2023
Q4 		$12.3M Sell
106,681
-7,703
-7% -$833K 7.09% 4
2023
Q3 		$11.8M Buy
114,384
+6,378
+6% +$684K 8.09% 4
2023
Q2 		$11.5M Buy
108,006
+4,789
+5% +$481K 8.3% 3
2023
Q1 		$10M Sell
103,217
-4,122
-4% -$388K 9.26% 3
2022
Q4 		$9.66M Buy
+107,339
New +$9.74M 9.61% 3

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

KM Capital Management's IWL Position: Q2 2026 in Review

KM Capital Management opened a new position in iShares Russell Top 200 ETF (IWL) in Q2 2026: 74,015 shares worth $13.7M. The stake represents 6.43% of the portfolio and ranks #5 among its holdings. This is a return to the name: KM Capital Management previously reported a position in IWL as recently as Q4 2025.

KM Capital Management first reported a position in IWL in Q4 2022 and has held it in 14 quarters since. The position peaked at $15.3M in Q2 2025. 234 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • KM Capital Management held 74,015 shares of iShares Russell Top 200 ETF worth $13.7M as of Q2 2026.
  • iShares Russell Top 200 ETF was a new KM Capital Management position in Q2 2026.
  • iShares Russell Top 200 ETF made up 6.43% of KM Capital Management's portfolio in Q2 2026, its #5 holding.
  • KM Capital Management first reported a position in iShares Russell Top 200 ETF in Q4 2022 and has held it in 14 quarters since.
  • KM Capital Management's iShares Russell Top 200 ETF position peaked at $15.3M in Q2 2025.
  • 234 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on KM Capital Management's 13F filing for Q2 2026, filed 17 Aug 2026.