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NWAM LLC’s iShares Russell Top 200 ETF IWL Stock Holding History

NWAM LLC’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 		$240K Buy
+1,299
New +$234K 0.01% 627

Other funds holding IWL

TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 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
MF
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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

NWAM LLC's IWL Position: Q2 2026 in Review

NWAM LLC opened a new position in iShares Russell Top 200 ETF (IWL) in Q2 2026: 1,299 shares worth $240K. The stake represents 0.01% of the portfolio and ranks #627 among its holdings.

63 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • NWAM LLC held 1,299 shares of iShares Russell Top 200 ETF worth $240K as of Q2 2026.
  • iShares Russell Top 200 ETF was a new NWAM LLC position in Q2 2026.
  • iShares Russell Top 200 ETF made up 0.01% of NWAM LLC's portfolio in Q2 2026, its #627 holding.
  • 63 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.