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Moneta Group Investment Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History

Moneta Group Investment 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
Q1 		$274K Hold
1,707
– – ﹤0.01% 656
2025
Q4 		$291K Hold
1,707
– – ﹤0.01% 641
2025
Q3 		$284K Hold
1,707
– – ﹤0.01% 640
2025
Q2 		$261K Buy
1,707
+165
+11% +$23.3K ﹤0.01% 597
2025
Q1 		$212K Buy
+1,542
New +$224K ﹤0.01% 619

Other funds holding IWL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
RIS
Richmond Investment Services Mequon, Wisconsin $619M AUM 22.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return

Moneta Group Investment Advisors's IWL Position: Q1 2026 in Review

Moneta Group Investment Advisors held its iShares Russell Top 200 ETF (IWL) position steady in Q1 2026 at 1,707 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #656.

Moneta Group Investment Advisors first reported a position in IWL in Q1 2025 and has held it in 5 quarters since. The position peaked at $291K in Q4 2025. 225 funds tracked by Wall St. Rank hold IWL as of Q1 2026.

  • Moneta Group Investment Advisors held 1,707 shares of iShares Russell Top 200 ETF worth $274K as of Q1 2026.
  • Moneta Group Investment Advisors left its iShares Russell Top 200 ETF share count unchanged in Q1 2026.
  • iShares Russell Top 200 ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #656 holding.
  • Moneta Group Investment Advisors first reported a position in iShares Russell Top 200 ETF in Q1 2025 and has held it in 5 quarters since.
  • Moneta Group Investment Advisors's iShares Russell Top 200 ETF position peaked at $291K in Q4 2025.
  • 225 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.