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

Legacy 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 		$2.83M Buy
15,321
+695
+5% +$125K 1.99% 12
2026
Q1 		$2.35M Buy
14,626
+331
+2% +$55.8K 1.79% 13
2025
Q4 		$2.44M Buy
14,295
+8
+0.1% +$1.35K 1.83% 11
2025
Q3 		$2.37M Buy
14,287
+20
+0.1% +$3.18K 1.79% 11
2025
Q2 		$2.18M Sell
14,267
-168
-1% -$23.7K 1.73% 11
2025
Q1 		$1.98M Sell
14,435
-4,452
-24% -$646K 1.67% 12
2024
Q4 		$2.73M Sell
18,887
-269
-1% -$38.9K 2.33% 13
2024
Q3 		$2.69M Buy
19,156
+893
+5% +$121K 2.31% 13
2024
Q2 		$2.45M Sell
18,263
-203
-1% -$25.9K 2.24% 14
2024
Q1 		$2.35M Sell
18,466
-189
-1% -$22.9K 2.22% 13
2023
Q4 		$2.15M Buy
+18,655
New +$2.02M 2.26% 13

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

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

Legacy Advisory Services increased its iShares Russell Top 200 ETF (IWL) stake by 4.8% in Q2 2026, buying an estimated $125K and bringing the position to 15,321 shares worth $2.83M. The position accounts for 1.99% of the portfolio, ranked #12.

Legacy Advisory Services first reported a position in IWL in Q4 2023 and has held it in 11 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Legacy Advisory Services held 15,321 shares of iShares Russell Top 200 ETF worth $2.83M as of Q2 2026.
  • Legacy Advisory Services bought 695 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $125K.
  • iShares Russell Top 200 ETF made up 1.99% of Legacy Advisory Services's portfolio in Q2 2026, its #12 holding.
  • Legacy Advisory Services first reported a position in iShares Russell Top 200 ETF in Q4 2023 and has held it in 11 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Legacy Advisory Services's 13F filing for Q2 2026, filed 21 Jul 2026.