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

Lloyd 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	$200	Buy	+1	New	+$180	﹤0.01%	611
2026 Q1	–	Sell	-1	Closed	-$184	–	954
2025 Q4	$184	Buy	+1	New	+$169	﹤0.01%	534
2022 Q2	–	Sell	-1	Closed	–	–	311
2022 Q1	$0	Hold	1	–	–	﹤0.01%	634
2021 Q4	$0	Hold	1	–	–	﹤0.01%	446
2021 Q3	$0	Hold	1	–	–	﹤0.01%	409
2021 Q2	$0	Hold	1	–	–	﹤0.01%	411
2021 Q1	$0	Hold	1	–	–	﹤0.01%	397
2020 Q4	$0	Hold	1	–	–	﹤0.01%	376
2020 Q3	$0	Hold	1	–	–	﹤0.01%	358
2020 Q2	$0	Buy	+1	New	+$70	﹤0.01%	330
2020 Q1	–	Sell	-43	Closed	-$3K	–	343
2019 Q4	$3K	Buy	+43	New	+$3.08K	﹤0.01%	283

Other funds holding IWL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Lloyd Advisory Services opened a new position in iShares Russell Top 200 ETF (IWL) in Q2 2026: 1 share worth $200. The stake represents ﹤0.01% of the portfolio and ranks #611 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in IWL as recently as Q4 2025.

Lloyd Advisory Services first reported a position in IWL in Q4 2019 and has held it in 11 quarters since. The position peaked at $3K in Q4 2019. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

Lloyd Advisory Services held 1 share of iShares Russell Top 200 ETF worth $200 as of Q2 2026.
iShares Russell Top 200 ETF was a new Lloyd Advisory Services position in Q2 2026.
iShares Russell Top 200 ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #611 holding.
Lloyd Advisory Services first reported a position in iShares Russell Top 200 ETF in Q4 2019 and has held it in 11 quarters since.
Lloyd Advisory Services's iShares Russell Top 200 ETF position peaked at $3K in Q4 2019.
235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.