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

Octavia Wealth 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 		$277K Hold
1,496
– – 0.02% 184
2026
Q1 		$240K Hold
1,496
– – 0.02% 205
2025
Q4 		$255K Sell
1,496
-53
-3% -$8.95K 0.02% 207
2025
Q3 		$257K Sell
1,549
-262
-14% -$41.7K 0.03% 215
2025
Q2 		$277K Buy
1,811
+1
+0.1% +$141 0.03% 172
2025
Q1 		$249K Hold
1,810
– – 0.03% 195
2024
Q4 		$262K Sell
1,810
-4
-0.2% -$579 0.03% 186
2024
Q3 		$255K Buy
1,814
+1
+0.1% +$136 0.03% 186
2024
Q2 		$243K Hold
1,813
– – 0.03% 192
2024
Q1 		$230K Sell
1,813
-44
-2% -$5.33K 0.03% 196
2023
Q4 		$214K Buy
+1,857
New +$201K 0.04% 208
2022
Q2 		– Sell
-2,197
Closed -$237K – 173
2022
Q1 		$237K Sell
2,197
-249
-10% -$26.5K 0.05% 166
2021
Q4 		$279K Sell
2,446
-58
-2% -$6.4K 0.06% 155
2021
Q3 		$258K Sell
2,504
-7
-0.3% -$743 0.07% 151
2021
Q2 		$258K Sell
2,511
-543
-18% -$54.2K 0.07% 148
2021
Q1 		$289K Sell
3,054
-10
-0.3% -$926 0.09% 134
2020
Q4 		$277K Buy
+3,064
New +$262K 0.09% 130

Other funds holding IWL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
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

Octavia Wealth Advisors's IWL Position: Q2 2026 in Review

Octavia Wealth Advisors held its iShares Russell Top 200 ETF (IWL) position steady in Q2 2026 at 1,496 shares worth $277K. The position accounts for 0.02% of the portfolio, ranked #184.

Octavia Wealth Advisors first reported a position in IWL in Q4 2020 and has held it in 17 quarters since. The position peaked at $289K in Q1 2021. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Octavia Wealth Advisors held 1,496 shares of iShares Russell Top 200 ETF worth $277K as of Q2 2026.
  • Octavia Wealth Advisors left its iShares Russell Top 200 ETF share count unchanged in Q2 2026.
  • iShares Russell Top 200 ETF made up 0.02% of Octavia Wealth Advisors's portfolio in Q2 2026, its #184 holding.
  • Octavia Wealth Advisors first reported a position in iShares Russell Top 200 ETF in Q4 2020 and has held it in 17 quarters since.
  • Octavia Wealth Advisors's iShares Russell Top 200 ETF position peaked at $289K in Q1 2021.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.