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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
Q2 		$437K Buy
2,364
+657
+38% +$118K ﹤0.01% 582
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 $1.89T AUM 35.08% 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 $1.43B AUM 24.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 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
LPL Financial
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

Moneta Group Investment Advisors's IWL Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its iShares Russell Top 200 ETF (IWL) stake by 38% in Q2 2026, buying an estimated $118K and bringing the position to 2,364 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #582.

Moneta Group Investment Advisors first reported a position in IWL in Q1 2025 and has held it in 6 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Moneta Group Investment Advisors held 2,364 shares of iShares Russell Top 200 ETF worth $437K as of Q2 2026.
  • Moneta Group Investment Advisors bought 657 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $118K.
  • iShares Russell Top 200 ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #582 holding.
  • Moneta Group Investment Advisors first reported a position in iShares Russell Top 200 ETF in Q1 2025 and has held it in 6 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.