Regatta Research & Money Management’s iShares Russell Top 200 ETF IWL Stock Holding History

Regatta Research & Money 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	$92.8K	Buy	+502	New	+$90.2K	0.09%	188

Other funds holding IWL

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

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

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

Reliant Wealth Planning Louisville, Kentucky $364M AUM 11.96% 1-Year Est. Return

FreeGulliver LLC New Orleans, Louisiana $284M AUM 24.22% 1-Year Est. Return

Regatta Research & Money Management's IWL Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in iShares Russell Top 200 ETF (IWL) in Q2 2026: 502 shares worth $92.8K. The stake represents 0.09% of the portfolio and ranks #188 among its holdings.

191 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

Regatta Research & Money Management held 502 shares of iShares Russell Top 200 ETF worth $92.8K as of Q2 2026.
iShares Russell Top 200 ETF was a new Regatta Research & Money Management position in Q2 2026.
iShares Russell Top 200 ETF made up 0.09% of Regatta Research & Money Management's portfolio in Q2 2026, its #188 holding.
191 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.