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

NewEdge 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	$317K	Buy	1,717 +1,527	+804%	+$274K	﹤0.01%	2449
2026 Q1	$30.5K	Sell	190 -40	-17%	-$6.74K	﹤0.01%	3076
2025 Q4	$39.2K	Sell	230 -164	-42%	-$27.7K	﹤0.01%	3029
2025 Q3	$65.4K	Buy	394 +190	+93%	+$30.2K	﹤0.01%	2748
2025 Q2	$31.2K	Hold	204	–	–	﹤0.01%	2810
2025 Q1	$28K	Hold	204	–	–	﹤0.01%	2743
2024 Q4	$29.5K	Hold	204	–	–	﹤0.01%	2690
2024 Q3	$28.6K	Hold	204	–	–	﹤0.01%	2615
2024 Q2	$27.3K	Hold	204	–	–	﹤0.01%	2530
2024 Q1	$25.9K	Hold	204	–	–	﹤0.01%	2531
2023 Q4	$23.5K	Hold	204	–	–	﹤0.01%	2510
2023 Q3	$21.1K	Hold	204	–	–	﹤0.01%	2371
2023 Q2	$21.8K	Hold	204	–	–	﹤0.01%	2364
2023 Q1	$19.9K	Hold	204	–	–	﹤0.01%	2344
2022 Q4	$18	Buy	+204	New	+$18.5K	﹤0.01%	3618

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

NewEdge Advisors's IWL Position: Q2 2026 in Review

NewEdge Advisors increased its iShares Russell Top 200 ETF (IWL) stake by 804% in Q2 2026, buying an estimated $274K and bringing the position to 1,717 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #2449.

NewEdge Advisors first reported a position in IWL in Q4 2022 and has held it in 15 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

NewEdge Advisors held 1,717 shares of iShares Russell Top 200 ETF worth $317K as of Q2 2026.
NewEdge Advisors bought 1,527 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $274K.
iShares Russell Top 200 ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2449 holding.
NewEdge Advisors first reported a position in iShares Russell Top 200 ETF in Q4 2022 and has held it in 15 quarters since.
235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.