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Larson Financial Group’s iShares Russell Top 200 ETF IWL Stock Holding History

Larson Financial Group’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 		$10.4K Hold
56
– – ﹤0.01% 2387
2026
Q1 		$9K Hold
56
– – ﹤0.01% 2306
2025
Q4 		$9.57K Hold
56
– – ﹤0.01% 2138
2025
Q3 		$9.31K Buy
56
+3
+6% +$477 ﹤0.01% 2054
2025
Q2 		$8.12K Buy
53
+51
+2,550% +$7.19K ﹤0.01% 1909
2025
Q1 		$280 Hold
2
– – ﹤0.01% 2714
2024
Q4 		$294 Hold
2
– – ﹤0.01% 2342
2024
Q3 		$284 Hold
2
– – ﹤0.01% 2270
2024
Q2 		$270 Hold
2
– – ﹤0.01% 1992
2024
Q1 		$256 Hold
2
– – ﹤0.01% 1622
2023
Q4 		$231 Sell
2
-1
-33% -$108 ﹤0.01% 1646
2023
Q3 		$310 Hold
3
– – ﹤0.01% 1610
2023
Q2 		$320 Hold
3
– – ﹤0.01% 1477
2023
Q1 		$292 Hold
3
– – ﹤0.01% 1451
2022
Q4 		$270 Hold
3
– – ﹤0.01% 1408
2022
Q3 		$0 Hold
3
– – ﹤0.01% 1346
2022
Q2 		$0 Hold
3
– – ﹤0.01% 1244
2022
Q1 		$0 Hold
3
– – ﹤0.01% 1110
2021
Q4 		$0 Buy
+3
New +$331 ﹤0.01% 1126

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

Larson Financial Group's IWL Position: Q2 2026 in Review

Larson Financial Group held its iShares Russell Top 200 ETF (IWL) position steady in Q2 2026 at 56 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2387.

Larson Financial Group first reported a position in IWL in Q4 2021 and has held it in 19 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Larson Financial Group held 56 shares of iShares Russell Top 200 ETF worth $10.4K as of Q2 2026.
  • Larson Financial Group left its iShares Russell Top 200 ETF share count unchanged in Q2 2026.
  • iShares Russell Top 200 ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2387 holding.
  • Larson Financial Group first reported a position in iShares Russell Top 200 ETF in Q4 2021 and has held it in 19 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.