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

MONECO 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	$727K	Hold	3,930	–	–	0.04%	311
2026 Q1	$631K	Hold	3,930	–	–	0.05%	267
2025 Q4	$671K	Buy	3,930 +1	+0%	+$169	0.05%	252
2025 Q3	$653K	Hold	3,929	–	–	0.05%	258
2025 Q2	$602K	Hold	3,929	–	–	0.06%	257
2025 Q1	$540K	Hold	3,929	–	–	0.06%	268
2024 Q4	$569K	Hold	3,929	–	–	0.06%	254
2024 Q3	$552K	Hold	3,929	–	–	0.07%	242
2024 Q2	$526K	Hold	3,929	–	–	0.08%	230
2024 Q1	$499K	Hold	3,929	–	–	0.08%	239
2023 Q4	$452K	Hold	3,929	–	–	0.09%	225
2023 Q3	$406K	Hold	3,929	–	–	0.11%	211
2023 Q2	$419K	Hold	3,929	–	–	0.11%	197
2023 Q1	$382K	Hold	3,929	–	–	0.11%	205
2022 Q4	$353K	Hold	3,929	–	–	0.13%	176
2022 Q3	$334K	Hold	3,929	–	–	0.13%	162
2022 Q2	$353K	Hold	3,929	–	–	0.14%	154
2022 Q1	$425K	Hold	3,929	–	–	0.16%	136
2021 Q4	$421K	Hold	3,929	–	–	0.16%	138
2021 Q3	$405K	Hold	3,929	–	–	0.16%	140
2021 Q2	$404K	Hold	3,929	–	–	0.19%	125
2021 Q1	$372K	Hold	3,929	–	–	0.18%	128
2020 Q4	$359K	Hold	3,929	–	–	0.2%	115
2020 Q3	$319K	Hold	3,929	–	–	0.2%	107
2020 Q2	$291K	Hold	3,929	–	–	0.23%	101
2020 Q1	$242K	Buy	+3,929	New	+$282K	0.25%	97

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

MONECO Advisors's IWL Position: Q2 2026 in Review

MONECO Advisors held its iShares Russell Top 200 ETF (IWL) position steady in Q2 2026 at 3,930 shares worth $727K. The position accounts for 0.04% of the portfolio, ranked #311.

MONECO Advisors first reported a position in IWL in Q1 2020 and has held it in 26 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

MONECO Advisors held 3,930 shares of iShares Russell Top 200 ETF worth $727K as of Q2 2026.
MONECO Advisors left its iShares Russell Top 200 ETF share count unchanged in Q2 2026.
iShares Russell Top 200 ETF made up 0.04% of MONECO Advisors's portfolio in Q2 2026, its #311 holding.
MONECO Advisors first reported a position in iShares Russell Top 200 ETF in Q1 2020 and has held it in 26 quarters since.
235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.