MCM
IWL icon

MidAtlantic Capital Management’s iShares Russell Top 200 ETF IWL Stock Holding History

MidAtlantic Capital Management’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 		– Sell
-29
Closed -$4.95K – 143
2025
Q4 		$4.95K Buy
+29
New +$4.9K ﹤0.01% 217

Other funds holding IWL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
RIS
Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $284M AUM 24.22% 1-Year Est. Return

MidAtlantic Capital Management's IWL Position: Q1 2026 in Review

MidAtlantic Capital Management sold out of iShares Russell Top 200 ETF (IWL) in Q1 2026, closing a stake of 29 shares — an estimated $4.95K sold.

MidAtlantic Capital Management first reported a position in IWL in Q4 2025 and held it in 1 quarter. The position peaked at $4.95K in Q4 2025. 227 funds tracked by Wall St. Rank hold IWL as of Q1 2026.

  • MidAtlantic Capital Management reported no remaining iShares Russell Top 200 ETF position as of Q1 2026 after selling out during the quarter.
  • MidAtlantic Capital Management sold 29 iShares Russell Top 200 ETF shares in Q1 2026, an estimated $4.95K.
  • MidAtlantic Capital Management first reported a position in iShares Russell Top 200 ETF in Q4 2025 and held it in 1 quarter.
  • MidAtlantic Capital Management's iShares Russell Top 200 ETF position peaked at $4.95K in Q4 2025.
  • 227 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.