Lido Advisors
IWL icon

Lido Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History

Lido Advisors’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 		$75.6M Buy
408,608
+37,196
+10% +$6.69M 0.21% 73
2026
Q1 		$59.6M Sell
371,412
-10,958
-3% -$1.85M 0.18% 82
2025
Q4 		$65.2M Buy
382,370
+49,404
+15% +$8.35M 0.19% 73
2025
Q3 		$55.3M Buy
332,966
+23,301
+8% +$3.71M 0.17% 79
2025
Q2 		$47.4M Buy
309,665
+1,736
+0.6% +$245K 0.18% 74
2025
Q1 		$42.3M Buy
307,929
+50,605
+20% +$7.34M 0.19% 72
2024
Q4 		$37.2M Buy
+257,324
New +$37.2M 0.17% 75

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
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
RIS
Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 1-Year Est. Return

Lido Advisors's IWL Position: Q2 2026 in Review

Lido Advisors increased its iShares Russell Top 200 ETF (IWL) stake by 10% in Q2 2026, buying an estimated $6.69M and bringing the position to 408,608 shares worth $75.6M. The position accounts for 0.21% of the portfolio, ranked #73.

Lido Advisors first reported a position in IWL in Q4 2024 and has held it in 7 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Lido Advisors held 408,608 shares of iShares Russell Top 200 ETF worth $75.6M as of Q2 2026.
  • Lido Advisors bought 37,196 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $6.69M.
  • iShares Russell Top 200 ETF made up 0.21% of Lido Advisors's portfolio in Q2 2026, its #73 holding.
  • Lido Advisors first reported a position in iShares Russell Top 200 ETF in Q4 2024 and has held it in 7 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.