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

One 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 		$256K Sell
1,385
-42
-3% -$7.55K 0.03% 285
2026
Q1 		$229K Buy
+1,427
New +$241K 0.03% 281

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

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

One Wealth Advisors reduced its iShares Russell Top 200 ETF (IWL) stake by 2.9% in Q2 2026, selling an estimated $7.55K and leaving 1,385 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #285.

One Wealth Advisors first reported a position in IWL in Q1 2026 and has held it in 2 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • One Wealth Advisors held 1,385 shares of iShares Russell Top 200 ETF worth $256K as of Q2 2026.
  • One Wealth Advisors sold 42 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $7.55K.
  • iShares Russell Top 200 ETF made up 0.03% of One Wealth Advisors's portfolio in Q2 2026, its #285 holding.
  • One Wealth Advisors first reported a position in iShares Russell Top 200 ETF in Q1 2026 and has held it in 2 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.