PKS Advisory Services’s iShares Russell Top 200 ETF IWL Stock Holding History

PKS Advisory Services’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	$523K	Sell	2,826 -1,683	-37%	-$303K	0.08%	216
2026 Q1	$724K	Sell	4,509 -239	-5%	-$40.3K	0.17%	125
2025 Q4	$810K	Buy	4,748 +95	+2%	+$16K	0.18%	105
2025 Q3	$775K	Sell	4,653 -176	-4%	-$28K	0.16%	113
2025 Q2	$739K	Sell	4,829 -201	-4%	-$28.3K	0.18%	108
2025 Q1	$691K	Sell	5,030 -149	-3%	-$21.6K	0.19%	109
2024 Q4	$749K	Buy	+5,179	New	+$749K	0.19%	102

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

PKS Advisory Services's IWL Position: Q2 2026 in Review

PKS Advisory Services reduced its iShares Russell Top 200 ETF (IWL) stake by 37% in Q2 2026, selling an estimated $303K and leaving 2,826 shares worth $523K. The position accounts for 0.08% of the portfolio, ranked #216.

PKS Advisory Services first reported a position in IWL in Q4 2024 and has held it in 7 quarters since. The position peaked at $810K in Q4 2025. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

PKS Advisory Services held 2,826 shares of iShares Russell Top 200 ETF worth $523K as of Q2 2026.
PKS Advisory Services sold 1,683 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $303K.
iShares Russell Top 200 ETF made up 0.08% of PKS Advisory Services's portfolio in Q2 2026, its #216 holding.
PKS Advisory Services first reported a position in iShares Russell Top 200 ETF in Q4 2024 and has held it in 7 quarters since.
PKS Advisory Services's iShares Russell Top 200 ETF position peaked at $810K in Q4 2025.
235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.