Merkkuri Wealth Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History

Merkkuri Wealth Advisors’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	–	Sell	-1,357	Closed	-$218K	–	214
2026 Q1	$218K	Buy	1,357 +3	+0.2%	+$506	0.14%	78
2025 Q4	$231K	Sell	1,354 -287	-17%	-$48.5K	0.16%	76
2025 Q3	$273K	Buy	1,641 +3	+0.2%	+$477	0.2%	75
2025 Q2	$251K	Sell	1,638 -1,300	-44%	-$183K	0.19%	77
2025 Q1	$404K	Sell	2,938 -934	-24%	-$136K	0.35%	60
2024 Q4	$560K	Buy	3,872 +11	+0.3%	+$1.59K	0.44%	51
2024 Q3	$542K	Buy	3,861 +13	+0.3%	+$1.76K	0.43%	56
2024 Q2	$516K	Buy	+3,848	New	+$492K	0.47%	50

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

Merkkuri Wealth Advisors's IWL Position: Q2 2026 in Review

Merkkuri Wealth Advisors sold out of iShares Russell Top 200 ETF (IWL) in Q2 2026, closing a stake of 1,357 shares — an estimated $218K sold.

Merkkuri Wealth Advisors first reported a position in IWL in Q2 2024 and held it in 8 quarters. The position peaked at $560K in Q4 2024. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

Merkkuri Wealth Advisors reported no remaining iShares Russell Top 200 ETF position as of Q2 2026 after selling out during the quarter.
Merkkuri Wealth Advisors sold 1,357 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $218K.
Merkkuri Wealth Advisors first reported a position in iShares Russell Top 200 ETF in Q2 2024 and held it in 8 quarters.
Merkkuri Wealth Advisors's iShares Russell Top 200 ETF position peaked at $560K in Q4 2024.
235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.