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

LVW 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 		$208K Buy
+1,122
New +$202K 0.02% 447

Other funds holding IWL

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
RIS
Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

LVW Advisors's IWL Position: Q2 2026 in Review

LVW Advisors opened a new position in iShares Russell Top 200 ETF (IWL) in Q2 2026: 1,122 shares worth $208K. The stake represents 0.02% of the portfolio and ranks #447 among its holdings.

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

  • LVW Advisors held 1,122 shares of iShares Russell Top 200 ETF worth $208K as of Q2 2026.
  • iShares Russell Top 200 ETF was a new LVW Advisors position in Q2 2026.
  • iShares Russell Top 200 ETF made up 0.02% of LVW Advisors's portfolio in Q2 2026, its #447 holding.
  • 98 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.