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Leavell Investment Management’s iShares Russell Top 200 ETF IWL Stock Holding History

Leavell Investment 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 		$2.76M Buy
14,937
+325
+2% +$58.4K 0.1% 189
2026
Q1 		$2.34M Sell
14,612
-12
-0.1% -$2.02K 0.1% 201
2025
Q4 		$2.5M Sell
14,624
-16
-0.1% -$2.7K 0.1% 191
2025
Q3 		$2.43M Buy
14,640
+135
+0.9% +$21.5K 0.1% 196
2025
Q2 		$2.22M Buy
14,505
+1,290
+10% +$182K 0.1% 197
2025
Q1 		$1.82M Hold
13,215
– – 0.09% 208
2024
Q4 		$1.91M Hold
13,215
– – 0.09% 199
2024
Q3 		$1.86M Hold
13,215
– – 0.09% 207
2024
Q2 		$1.77M Sell
13,215
-540
-4% -$69K 0.1% 195
2024
Q1 		$1.75M Buy
13,755
+350
+3% +$42.4K 0.1% 194
2023
Q4 		$1.54M Sell
13,405
-15,225
-53% -$1.65M 0.1% 198
2023
Q3 		$2.97M Buy
+28,630
New +$3.07M 0.21% 120
2020
Q4 		– Sell
-5,674
Closed -$461K – 377
2020
Q3 		$461K Hold
5,674
– – 0.04% 273
2020
Q2 		$420K Sell
5,674
-895
-14% -$62.6K 0.04% 280
2020
Q1 		$404K Hold
6,569
– – 0.05% 257
2019
Q4 		$494K Hold
6,569
– – 0.05% 266
2019
Q3 		$453K Hold
6,569
– – 0.05% 270
2019
Q2 		$447K Hold
6,569
– – 0.05% 271
2019
Q1 		$431K Hold
6,569
– – 0.05% 272
2018
Q4 		$384K Buy
+6,569
New +$413K 0.05% 271

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

Leavell Investment Management's IWL Position: Q2 2026 in Review

Leavell Investment Management increased its iShares Russell Top 200 ETF (IWL) stake by 2.2% in Q2 2026, buying an estimated $58.4K and bringing the position to 14,937 shares worth $2.76M. The position accounts for 0.1% of the portfolio, ranked #189.

Leavell Investment Management first reported a position in IWL in Q4 2018 and has held it in 20 quarters since. The position peaked at $2.97M in Q3 2023. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Leavell Investment Management held 14,937 shares of iShares Russell Top 200 ETF worth $2.76M as of Q2 2026.
  • Leavell Investment Management bought 325 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $58.4K.
  • iShares Russell Top 200 ETF made up 0.1% of Leavell Investment Management's portfolio in Q2 2026, its #189 holding.
  • Leavell Investment Management first reported a position in iShares Russell Top 200 ETF in Q4 2018 and has held it in 20 quarters since.
  • Leavell Investment Management's iShares Russell Top 200 ETF position peaked at $2.97M in Q3 2023.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.