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Newbridge Financial Services Group’s iShares Russell Top 200 ETF IWL Stock Holding History

Newbridge Financial Services Group’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 		$559K Sell
3,023
-60
-2% -$10.8K 0.07% 160
2026
Q1 		$495K Sell
3,083
-260
-8% -$43.8K 0.08% 150
2025
Q4 		$570K Sell
3,343
-12
-0.4% -$2.03K 0.09% 141
2025
Q3 		$557K Sell
3,355
-145
-4% -$23.1K 0.08% 175
2025
Q2 		$536K Sell
3,500
-425
-11% -$59.9K 0.09% 175
2025
Q1 		$539K Sell
3,925
-890
-18% -$129K 0.13% 114
2024
Q4 		$697K Buy
+4,815
New +$697K 0.18% 93
2024
Q3 		– Sell
-4,845
Closed -$649K – 876
2024
Q2 		$649K Buy
4,845
+50
+1% +$6.39K 0.24% 81
2024
Q1 		$610K Buy
4,795
+1,475
+44% +$179K 0.27% 82
2023
Q4 		$382K Buy
3,320
+715
+27% +$77.4K 0.19% 121
2023
Q3 		$269K Sell
2,605
-75
-3% -$8.04K 0.14% 152
2023
Q2 		$286K Hold
2,680
– – 0.14% 154
2023
Q1 		$261K Sell
2,680
-105
-4% -$9.88K 0.14% 151
2022
Q4 		$251K Sell
2,785
-40
-1% -$3.63K 0.14% 146
2022
Q3 		$240K Hold
2,825
– – 0.14% 162
2022
Q2 		$254K Buy
2,825
+2,050
+265% +$199K 0.16% 135
2022
Q1 		$84K Buy
775
+715
+1,192% +$76.2K 0.04% 345
2021
Q4 		$7K Hold
60
– – ﹤0.01% 997
2021
Q3 		$6K Sell
60
-700
-92% -$74.3K ﹤0.01% 974
2021
Q2 		$78K Hold
760
– – 0.05% 326
2021
Q1 		$72K Buy
760
+60
+9% +$5.56K 0.05% 317
2020
Q4 		$63K Hold
700
– – 0.05% 285
2020
Q3 		$57K Buy
+700
New +$56K 0.06% 295

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

Newbridge Financial Services Group's IWL Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its iShares Russell Top 200 ETF (IWL) stake by 1.9% in Q2 2026, selling an estimated $10.8K and leaving 3,023 shares worth $559K. The position accounts for 0.07% of the portfolio, ranked #160.

Newbridge Financial Services Group first reported a position in IWL in Q3 2020 and has held it in 23 quarters since. The position peaked at $697K in Q4 2024. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Newbridge Financial Services Group held 3,023 shares of iShares Russell Top 200 ETF worth $559K as of Q2 2026.
  • Newbridge Financial Services Group sold 60 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $10.8K.
  • iShares Russell Top 200 ETF made up 0.07% of Newbridge Financial Services Group's portfolio in Q2 2026, its #160 holding.
  • Newbridge Financial Services Group first reported a position in iShares Russell Top 200 ETF in Q3 2020 and has held it in 23 quarters since.
  • Newbridge Financial Services Group's iShares Russell Top 200 ETF position peaked at $697K in Q4 2024.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.