Mariner
IWL icon

Mariner’s iShares Russell Top 200 ETF IWL Stock Holding History

Mariner’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
Q1 		$2.92M Sell
18,173
-179
-1% -$30.2K ﹤0.01% 1314
2025
Q4 		$3.13M Sell
18,352
-48
-0.3% -$8.11K ﹤0.01% 1243
2025
Q3 		$3.06M Sell
18,400
-338
-2% -$53.8K ﹤0.01% 1174
2025
Q2 		$2.87M Buy
18,738
+2,218
+13% +$313K ﹤0.01% 1122
2025
Q1 		$2.27M Sell
16,520
-271
-2% -$39.3K ﹤0.01% 1169
2024
Q4 		$2.43M Buy
16,791
+32
+0.2% +$4.63K ﹤0.01% 1109
2024
Q3 		$2.35M Buy
16,759
+853
+5% +$116K ﹤0.01% 1108
2024
Q2 		$2.13M Sell
15,906
-174
-1% -$22.2K ﹤0.01% 1082
2024
Q1 		$2.04M Sell
16,080
-4
-0% -$485 ﹤0.01% 1097
2023
Q4 		$1.85M Sell
16,084
-121
-0.7% -$13.1K ﹤0.01% 1091
2023
Q3 		$1.68M Sell
16,205
-46
-0.3% -$4.93K ﹤0.01% 1054
2023
Q2 		$1.73M Sell
16,251
-209
-1% -$21K ﹤0.01% 1038
2023
Q1 		$1.6M Buy
16,460
+171
+1% +$16.1K ﹤0.01% 1054
2022
Q4 		$1.47M Buy
16,289
+12,185
+297% +$1.11M ﹤0.01% 1059
2022
Q3 		$348K Buy
+4,104
New +$388K ﹤0.01% 1669
2019
Q3 		– Sell
-3,434
Closed -$234K – 866
2019
Q2 		$234K Hold
3,434
– – ﹤0.01% 983
2019
Q1 		$225K Sell
3,434
-418
-11% -$26.4K ﹤0.01% 923
2018
Q4 		$225K Buy
3,852
+418
+12% +$26.3K ﹤0.01% 746
2018
Q3 		$232K Buy
3,434
+183
+6% +$12.1K 0.01% 729
2018
Q2 		$205K Buy
+3,251
New +$203K 0.01% 744
2018
Q1 		– Sell
-3,251
Closed -$200K – 679
2017
Q4 		$200K Buy
+3,251
New +$195K 0.01% 541

Other funds holding IWL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 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 $619M AUM 22.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return

Mariner's IWL Position: Q1 2026 in Review

Mariner reduced its iShares Russell Top 200 ETF (IWL) stake by 0.98% in Q1 2026, selling an estimated $30.2K and leaving 18,173 shares worth $2.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

Mariner first reported a position in IWL in Q4 2017 and has held it in 21 quarters since. The position peaked at $3.13M in Q4 2025. 225 funds tracked by Wall St. Rank hold IWL as of Q1 2026.

  • Mariner held 18,173 shares of iShares Russell Top 200 ETF worth $2.92M as of Q1 2026.
  • Mariner sold 179 iShares Russell Top 200 ETF shares in Q1 2026, an estimated $30.2K.
  • iShares Russell Top 200 ETF made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #1314 holding.
  • Mariner first reported a position in iShares Russell Top 200 ETF in Q4 2017 and has held it in 21 quarters since.
  • Mariner's iShares Russell Top 200 ETF position peaked at $3.13M in Q4 2025.
  • 225 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.