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

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

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. 235 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.
235 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.