Marshall Wace
IWL icon

Marshall Wace’s iShares Russell Top 200 ETF IWL Stock Holding History

Marshall Wace’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 		$322K Buy
+2,006
New +$338K ﹤0.01% 2631
2025
Q3 		– Sell
-7,019
Closed -$1.07M – 3132
2025
Q2 		$1.07M Buy
+7,019
New +$989K ﹤0.01% 1818

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

Marshall Wace's IWL Position: Q1 2026 in Review

Marshall Wace opened a new position in iShares Russell Top 200 ETF (IWL) in Q1 2026: 2,006 shares worth $322K. The stake represents ﹤0.01% of the portfolio and ranks #2631 among its holdings. This is a return to the name: Marshall Wace previously reported a position in IWL as recently as Q2 2025.

Marshall Wace first reported a position in IWL in Q2 2025 and has held it in 2 quarters since. The position peaked at $1.07M in Q2 2025. 225 funds tracked by Wall St. Rank hold IWL as of Q1 2026.

  • Marshall Wace held 2,006 shares of iShares Russell Top 200 ETF worth $322K as of Q1 2026.
  • iShares Russell Top 200 ETF was a new Marshall Wace position in Q1 2026.
  • iShares Russell Top 200 ETF made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #2631 holding.
  • Marshall Wace first reported a position in iShares Russell Top 200 ETF in Q2 2025 and has held it in 2 quarters since.
  • Marshall Wace's iShares Russell Top 200 ETF position peaked at $1.07M in Q2 2025.
  • 225 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.