Oxford Financial Group’s iShares Russell Top 200 ETF IWL Stock Holding History

Oxford Financial Group’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	$5.38M	Hold	29,110	–	–	0.27%	36
2026 Q1	$4.67M	Sell	29,110 -142	-0.5%	-$23.9K	0.25%	36
2025 Q4	$4.99M	Hold	29,252	–	–	0.27%	32
2025 Q3	$4.86M	Hold	29,252	–	–	0.27%	35
2025 Q2	$4.48M	Sell	29,252 -232	-0.8%	-$32.7K	0.27%	34
2025 Q1	$4.05M	Sell	29,484 -1,068	-3%	-$155K	0.28%	35
2024 Q4	$4.42M	Buy	30,552 +24,855	+436%	+$3.6M	0.29%	35
2024 Q3	$800K	Sell	5,697 -11,359	-67%	-$1.54M	0.05%	97
2024 Q2	$2.28M	Buy	+17,056	New	+$2.18M	0.15%	54

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 $1.43B AUM 24.87% 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

Oxford Financial Group's IWL Position: Q2 2026 in Review

Oxford Financial Group held its iShares Russell Top 200 ETF (IWL) position steady in Q2 2026 at 29,110 shares worth $5.38M. The position accounts for 0.27% of the portfolio, ranked #36.

Oxford Financial Group first reported a position in IWL in Q2 2024 and has held it in 9 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

Oxford Financial Group held 29,110 shares of iShares Russell Top 200 ETF worth $5.38M as of Q2 2026.
Oxford Financial Group left its iShares Russell Top 200 ETF share count unchanged in Q2 2026.
iShares Russell Top 200 ETF made up 0.27% of Oxford Financial Group's portfolio in Q2 2026, its #36 holding.
Oxford Financial Group first reported a position in iShares Russell Top 200 ETF in Q2 2024 and has held it in 9 quarters since.
235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.