NWF Advisory Services’s iShares Russell Top 200 ETF IWL Stock Holding History

NWF Advisory Services’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	$830K	Buy	4,490 +2,854	+174%	+$513K	0.08%	162
2026 Q1	$263K	Sell	1,636 -20	-1%	-$3.37K	0.03%	318
2025 Q4	$283K	Sell	1,656 -159	-9%	-$26.9K	0.03%	298
2025 Q3	$301K	Buy	+1,815	New	+$289K	0.03%	294

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 $1.42B AUM 19.14% 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

NWF Advisory Services's IWL Position: Q2 2026 in Review

NWF Advisory Services increased its iShares Russell Top 200 ETF (IWL) stake by 174% in Q2 2026, buying an estimated $513K and bringing the position to 4,490 shares worth $830K. The position accounts for 0.08% of the portfolio, ranked #162.

NWF Advisory Services first reported a position in IWL in Q3 2025 and has held it in 4 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

NWF Advisory Services held 4,490 shares of iShares Russell Top 200 ETF worth $830K as of Q2 2026.
NWF Advisory Services bought 2,854 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $513K.
iShares Russell Top 200 ETF made up 0.08% of NWF Advisory Services's portfolio in Q2 2026, its #162 holding.
NWF Advisory Services first reported a position in iShares Russell Top 200 ETF in Q3 2025 and has held it in 4 quarters since.
235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.