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MassMutual Private Wealth & Trust’s iShares Russell Top 200 ETF IWL Stock Holding History

MassMutual Private Wealth & Trust’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 		$142K Hold
767
– – ﹤0.01% 516
2026
Q1 		$123K Hold
767
– – ﹤0.01% 536
2025
Q4 		$131K Hold
767
– – ﹤0.01% 542
2025
Q3 		$127K Hold
767
– – ﹤0.01% 535
2025
Q2 		$117K Hold
767
– – ﹤0.01% 544
2025
Q1 		$105K Hold
767
– – ﹤0.01% 544
2024
Q4 		$111K Hold
767
– – ﹤0.01% 553
2024
Q3 		$108K Hold
767
– – ﹤0.01% 508
2024
Q2 		$103K Hold
767
– – ﹤0.01% 520
2024
Q1 		$97.5K Hold
767
– – ﹤0.01% 479
2023
Q4 		$88.3K Buy
+767
New +$83K ﹤0.01% 484

Other funds holding IWL

TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 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
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
WA
Winter & Associates St. Paul, Minnesota $133M AUM
HIW
Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
BWM
Boyd Wealth Management Sacramento, California $264M AUM 18.15% 1-Year Est. Return

MassMutual Private Wealth & Trust's IWL Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its iShares Russell Top 200 ETF (IWL) position steady in Q2 2026 at 767 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #516.

MassMutual Private Wealth & Trust first reported a position in IWL in Q4 2023 and has held it in 11 quarters since. 38 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • MassMutual Private Wealth & Trust held 767 shares of iShares Russell Top 200 ETF worth $142K as of Q2 2026.
  • MassMutual Private Wealth & Trust left its iShares Russell Top 200 ETF share count unchanged in Q2 2026.
  • iShares Russell Top 200 ETF made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #516 holding.
  • MassMutual Private Wealth & Trust first reported a position in iShares Russell Top 200 ETF in Q4 2023 and has held it in 11 quarters since.
  • 38 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.