Noble Family Wealth’s iShares Russell Top 200 ETF IWL Stock Holding History

Noble Family Wealth’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	$2.98M	Sell	16,109 -3,906	-20%	-$702K	0.53%	26
2026 Q1	$3.21M	Sell	20,015 -1,992	-9%	-$336K	0.66%	25
2025 Q4	$3.76M	Sell	22,007 -2,954	-12%	-$499K	0.79%	23
2025 Q3	$4.15M	Sell	24,961 -316	-1%	-$50.3K	0.91%	22
2025 Q2	$3.87M	Sell	25,277 -1,225	-5%	-$173K	0.95%	22
2025 Q1	$3.64M	Sell	26,502 -555	-2%	-$80.5K	1%	21
2024 Q4	$3.93M	Sell	27,057 -175	-0.6%	-$25.3K	1.08%	19
2024 Q3	$3.82M	Sell	27,232 -332	-1%	-$45K	1.03%	19
2024 Q2	$3.69M	Sell	27,564 -1,586	-5%	-$203K	1.06%	19
2024 Q1	$3.71M	Sell	29,150 -5,000	-15%	-$606K	1.06%	19
2023 Q4	$3.93M	Sell	34,150 -100	-0.3%	-$10.8K	1.19%	19
2023 Q3	$3.54M	Sell	34,250 -1,234	-3%	-$132K	1.19%	20
2023 Q2	$3.78M	Sell	35,484 -422	-1%	-$42.4K	1.23%	19
2023 Q1	$3.49M	Buy	+35,906	New	+$3.38M	1.19%	21

Other funds holding IWL

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

RIS

Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Noble Family Wealth's IWL Position: Q2 2026 in Review

Noble Family Wealth reduced its iShares Russell Top 200 ETF (IWL) stake by 20% in Q2 2026, selling an estimated $702K and leaving 16,109 shares worth $2.98M. The position accounts for 0.53% of the portfolio, ranked #26.

Noble Family Wealth first reported a position in IWL in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.15M in Q3 2025. 109 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

Noble Family Wealth held 16,109 shares of iShares Russell Top 200 ETF worth $2.98M as of Q2 2026.
Noble Family Wealth sold 3,906 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $702K.
iShares Russell Top 200 ETF made up 0.53% of Noble Family Wealth's portfolio in Q2 2026, its #26 holding.
Noble Family Wealth first reported a position in iShares Russell Top 200 ETF in Q1 2023 and has held it in 14 quarters since.
Noble Family Wealth's iShares Russell Top 200 ETF position peaked at $4.15M in Q3 2025.
109 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Noble Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.