MAI Capital Management’s iShares Russell Top 200 ETF IWL Stock Holding History

MAI Capital 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	$1.02M	Sell	5,501 -26	-0.5%	-$4.67K	﹤0.01%	963
2026 Q1	$887K	Buy	5,527 +26	+0.5%	+$4.38K	0.01%	816
2025 Q4	$939K	Hold	5,501	–	–	0.01%	757
2025 Q3	$914K	Hold	5,501	–	–	0.01%	734
2025 Q2	$842K	Buy	5,501 +5,500	+550,000%	+$775K	0.01%	697
2025 Q1	$93	Hold	1	–	–	﹤0.01%	3360
2024 Q4	$98	Buy	+1	New	+$145	﹤0.01%	3426

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 $1.43B AUM 24.87% 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

MAI Capital Management's IWL Position: Q2 2026 in Review

MAI Capital Management reduced its iShares Russell Top 200 ETF (IWL) stake by 0.47% in Q2 2026, selling an estimated $4.67K and leaving 5,501 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #963.

MAI Capital Management 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.

MAI Capital Management held 5,501 shares of iShares Russell Top 200 ETF worth $1.02M as of Q2 2026.
MAI Capital Management sold 26 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $4.67K.
iShares Russell Top 200 ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #963 holding.
MAI Capital Management 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 MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.