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

Reliant Wealth 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	$39.8M	Buy	215,106 +8,193	+4%	+$1.47M	10.94%	4
2026 Q1	$33.2M	Buy	206,913 +7,770	+4%	+$1.31M	10.04%	5
2025 Q4	$34M	Sell	199,143 -2,479	-1%	-$419K	10.62%	4
2025 Q3	$33.5M	Sell	201,622 -2,903	-1%	-$462K	10.85%	4
2025 Q2	$31.3M	Buy	204,525 +18,010	+10%	+$2.54M	12.23%	4
2025 Q1	$25.6M	Buy	186,515 +3,493	+2%	+$507K	11.69%	4
2024 Q4	$26.5M	Buy	+183,022	New	+$26.5M	12.42%	4

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

Reliant Wealth Planning's IWL Position: Q2 2026 in Review

Reliant Wealth Planning increased its iShares Russell Top 200 ETF (IWL) stake by 4% in Q2 2026, buying an estimated $1.47M and bringing the position to 215,106 shares worth $39.8M. The position accounts for 10.94% of the portfolio, ranked #4.

Reliant Wealth Planning first reported a position in IWL in Q4 2024 and has held it in 7 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

Reliant Wealth Planning held 215,106 shares of iShares Russell Top 200 ETF worth $39.8M as of Q2 2026.
Reliant Wealth Planning bought 8,193 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $1.47M.
iShares Russell Top 200 ETF made up 10.94% of Reliant Wealth Planning's portfolio in Q2 2026, its #4 holding.
Reliant Wealth Planning first reported a position in iShares Russell Top 200 ETF in Q4 2024 and has held it in 7 quarters since.
235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Reliant Wealth Planning's 13F filing for Q2 2026, filed 7 Aug 2026.