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Orca Investment Management’s iShares Russell Top 200 ETF IWL Stock Holding History

Orca Investment Management’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
Q1 		– Sell
-1,214
Closed -$207K – 58
2025
Q4 		$207K Sell
1,214
-30
-2% -$5.07K 0.16% 58
2025
Q3 		$207K Buy
+1,244
New +$198K 0.17% 61

Other funds holding IWL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
RIS
Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $284M AUM 24.22% 1-Year Est. Return

Orca Investment Management's IWL Position: Q1 2026 in Review

Orca Investment Management sold out of iShares Russell Top 200 ETF (IWL) in Q1 2026, closing a stake of 1,214 shares — an estimated $207K sold.

Orca Investment Management first reported a position in IWL in Q3 2025 and held it in 2 quarters. The position peaked at $207K in Q4 2025. 227 funds tracked by Wall St. Rank hold IWL as of Q1 2026.

  • Orca Investment Management reported no remaining iShares Russell Top 200 ETF position as of Q1 2026 after selling out during the quarter.
  • Orca Investment Management sold 1,214 iShares Russell Top 200 ETF shares in Q1 2026, an estimated $207K.
  • Orca Investment Management first reported a position in iShares Russell Top 200 ETF in Q3 2025 and held it in 2 quarters.
  • Orca Investment Management's iShares Russell Top 200 ETF position peaked at $207K in Q4 2025.
  • 227 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2026.

Based on Orca Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.