Mason & Associates (Virginia)’s iShares Russell Top 200 ETF IWL Stock Holding History

Mason & Associates (Virginia)’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	$3.3M	Sell	17,841 -22	-0.1%	-$3.96K	0.69%	15
2026 Q1	$2.87M	Sell	17,863 -202	-1%	-$34K	0.66%	15
2025 Q4	$3.08M	Sell	18,065 -921	-5%	-$156K	0.7%	15
2025 Q3	$2.91M	Hold	18,986	–	–	0.73%	14
2025 Q2	$2.91M	Sell	18,986 -67	-0.4%	-$9.45K	0.73%	14
2025 Q1	$2.62M	Sell	19,053 -2,207	-10%	-$320K	0.75%	13
2024 Q4	$3.08M	Sell	21,260 -606	-3%	-$87.7K	0.92%	12
2024 Q3	$3.07M	Sell	21,866 -226	-1%	-$30.6K	0.94%	12
2024 Q2	$2.96M	Buy	22,092 +16,263	+279%	+$2.08M	0.97%	12
2024 Q1	$741K	Buy	+5,829	New	+$707K	0.56%	48

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

Mason & Associates (Virginia)'s IWL Position: Q2 2026 in Review

Mason & Associates (Virginia) reduced its iShares Russell Top 200 ETF (IWL) stake by 0.12% in Q2 2026, selling an estimated $3.96K and leaving 17,841 shares worth $3.3M. The position accounts for 0.69% of the portfolio, ranked #15.

Mason & Associates (Virginia) first reported a position in IWL in Q1 2024 and has held it in 10 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

Mason & Associates (Virginia) held 17,841 shares of iShares Russell Top 200 ETF worth $3.3M as of Q2 2026.
Mason & Associates (Virginia) sold 22 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $3.96K.
iShares Russell Top 200 ETF made up 0.69% of Mason & Associates (Virginia)'s portfolio in Q2 2026, its #15 holding.
Mason & Associates (Virginia) first reported a position in iShares Russell Top 200 ETF in Q1 2024 and has held it in 10 quarters since.
235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Mason & Associates (Virginia)'s 13F filing for Q2 2026, filed 14 Jul 2026.