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PDS Planning’s iShares Russell Top 200 ETF IWL Stock Holding History

PDS Planning’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 		$214K Buy
+1,158
New +$208K 0.01% 552

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

PDS Planning's IWL Position: Q2 2026 in Review

PDS Planning opened a new position in iShares Russell Top 200 ETF (IWL) in Q2 2026: 1,158 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #552 among its holdings.

235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • PDS Planning held 1,158 shares of iShares Russell Top 200 ETF worth $214K as of Q2 2026.
  • iShares Russell Top 200 ETF was a new PDS Planning position in Q2 2026.
  • iShares Russell Top 200 ETF made up 0.01% of PDS Planning's portfolio in Q2 2026, its #552 holding.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.