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Private Advisor Group’s iShares Russell Top 200 ETF IWL Stock Holding History

Private Advisor 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 		$2.44M Buy
13,191
+5,714
+76% +$1.03M 0.01% 924
2026
Q1 		$1.2M Sell
7,477
-190
-2% -$32K 0.01% 1313
2025
Q4 		$1.31M Buy
7,667
+407
+6% +$68.8K 0.01% 1256
2025
Q3 		$1.21M Sell
7,260
-74
-1% -$11.8K 0.01% 1263
2025
Q2 		$1.12M Sell
7,334
-185
-2% -$26.1K 0.01% 1250
2025
Q1 		$1.03M Sell
7,519
-400
-5% -$58K 0.01% 1228
2024
Q4 		$1.15M Sell
7,919
-427
-5% -$61.8K 0.01% 1157
2024
Q3 		$1.17M Sell
8,346
-500
-6% -$67.8K 0.01% 1160
2024
Q2 		$1.18M Buy
8,846
+36
+0.4% +$4.6K 0.01% 1101
2024
Q1 		$1.12M Buy
8,810
+5,814
+194% +$705K 0.01% 1116
2023
Q4 		$345K Buy
2,996
+373
+14% +$40.4K ﹤0.01% 1696
2023
Q3 		$271K Buy
2,623
+125
+5% +$13.4K ﹤0.01% 1698
2023
Q2 		$266K Sell
2,498
-20
-0.8% -$2.01K ﹤0.01% 1696
2023
Q1 		$245K Buy
+2,518
New +$237K ﹤0.01% 1683
2022
Q4 		– Sell
-2,518
Closed -$214K – 1815
2022
Q3 		$214K Buy
+2,518
New +$238K ﹤0.01% 1643
2022
Q2 		– Sell
-1,958
Closed -$212K – 2187
2022
Q1 		$212K Buy
+1,958
New +$209K ﹤0.01% 1863
2020
Q3 		– Sell
-1,825
Closed -$135K – 2526
2020
Q2 		$135K Buy
+1,825
New +$128K ﹤0.01% 1548
2014
Q4 		– Sell
-1,444
Closed -$65K – 1155
2014
Q3 		$65K Buy
+1,444
New +$65K ﹤0.01% 1018

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

Private Advisor Group's IWL Position: Q2 2026 in Review

Private Advisor Group increased its iShares Russell Top 200 ETF (IWL) stake by 76% in Q2 2026, buying an estimated $1.03M and bringing the position to 13,191 shares worth $2.44M. The position accounts for 0.01% of the portfolio, ranked #924.

Private Advisor Group first reported a position in IWL in Q3 2014 and has held it in 18 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Private Advisor Group held 13,191 shares of iShares Russell Top 200 ETF worth $2.44M as of Q2 2026.
  • Private Advisor Group bought 5,714 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $1.03M.
  • iShares Russell Top 200 ETF made up 0.01% of Private Advisor Group's portfolio in Q2 2026, its #924 holding.
  • Private Advisor Group first reported a position in iShares Russell Top 200 ETF in Q3 2014 and has held it in 18 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.