Private Trust Company’s iShares Russell Top 200 ETF IWL Stock Holding History

Private Trust Company’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	$88.8K	Hold	480	–	–	0.01%	1116
2026 Q1	$77K	Hold	480	–	–	0.01%	1118
2025 Q4	$81.9K	Hold	480	–	–	0.01%	1095
2025 Q3	$79.7K	Hold	480	–	–	0.01%	1094
2025 Q2	$73.5K	Hold	480	–	–	0.01%	1063
2025 Q1	$66K	Hold	480	–	–	0.01%	1075
2024 Q4	$69.5K	Hold	480	–	–	0.01%	1055
2024 Q3	$67.4K	Hold	480	–	–	0.01%	1036
2024 Q2	$64.3K	Hold	480	–	–	0.01%	1023
2024 Q1	$61K	Sell	480 -98	-17%	-$11.9K	0.01%	1037
2023 Q4	$66.5K	Hold	578	–	–	0.01%	964
2023 Q3	$59.7K	Hold	578	–	–	0.01%	954
2023 Q2	$61.6K	Hold	578	–	–	0.01%	961
2023 Q1	$56.2K	Hold	578	–	–	0.01%	955
2022 Q4	$52K	Hold	578	–	–	0.01%	945
2022 Q3	$49K	Hold	578	–	–	0.01%	889
2022 Q2	$52K	Buy	+578	New	+$56.2K	0.01%	903

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 $1.42B AUM 19.14% 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

Private Trust Company's IWL Position: Q2 2026 in Review

Private Trust Company held its iShares Russell Top 200 ETF (IWL) position steady in Q2 2026 at 480 shares worth $88.8K. The position accounts for 0.01% of the portfolio, ranked #1116.

Private Trust Company first reported a position in IWL in Q2 2022 and has held it in 17 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

Private Trust Company held 480 shares of iShares Russell Top 200 ETF worth $88.8K as of Q2 2026.
Private Trust Company left its iShares Russell Top 200 ETF share count unchanged in Q2 2026.
iShares Russell Top 200 ETF made up 0.01% of Private Trust Company's portfolio in Q2 2026, its #1116 holding.
Private Trust Company first reported a position in iShares Russell Top 200 ETF in Q2 2022 and has held it in 17 quarters since.
235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.