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Patten & Patten’s iShares Russell Top 200 ETF IWL Stock Holding History

Patten & Patten’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 		$1.83M Hold
9,909
– – 0.1% 141
2026
Q1 		$1.59M Hold
9,909
– – 0.1% 149
2025
Q4 		$1.69M Hold
9,909
– – 0.1% 144
2025
Q3 		$1.65M Buy
+9,909
New +$1.58M 0.1% 142

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

Patten & Patten's IWL Position: Q2 2026 in Review

Patten & Patten held its iShares Russell Top 200 ETF (IWL) position steady in Q2 2026 at 9,909 shares worth $1.83M. The position accounts for 0.1% of the portfolio, ranked #141.

Patten & Patten 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.

  • Patten & Patten held 9,909 shares of iShares Russell Top 200 ETF worth $1.83M as of Q2 2026.
  • Patten & Patten left its iShares Russell Top 200 ETF share count unchanged in Q2 2026.
  • iShares Russell Top 200 ETF made up 0.1% of Patten & Patten's portfolio in Q2 2026, its #141 holding.
  • Patten & Patten 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 Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.