Richmond Investment Services’s iShares Russell Top 200 ETF IWL Stock Holding History

Richmond Investment 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	$40.3M	Sell	218,146 -191,746	-47%	-$34.5M	12.77%	1
2026 Q1	$65.8M	Buy	409,892 +13,456	+3%	+$2.27M	10.63%	1
2025 Q4	$67.6M	Buy	396,436 +10,424	+3%	+$1.76M	11.69%	1
2025 Q3	$64.1M	Buy	386,012 +9,442	+3%	+$1.5M	11.93%	1
2025 Q2	$57.7M	Buy	376,570 +192,020	+104%	+$27.1M	12.18%	1
2025 Q1	$25.4M	Buy	184,550 +10,227	+6%	+$1.48M	13.78%	1
2024 Q4	$25.2M	Buy	+174,323	New	+$25.2M	14.16%	1

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

Richmond Investment Services's IWL Position: Q2 2026 in Review

Richmond Investment Services reduced its iShares Russell Top 200 ETF (IWL) stake by 47% in Q2 2026, selling an estimated $34.5M and leaving 218,146 shares worth $40.3M. The position accounts for 12.77% of the portfolio, ranked #1.

Richmond Investment Services first reported a position in IWL in Q4 2024 and has held it in 7 quarters since. The position peaked at $67.6M in Q4 2025. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

Richmond Investment Services held 218,146 shares of iShares Russell Top 200 ETF worth $40.3M as of Q2 2026.
Richmond Investment Services sold 191,746 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $34.5M.
iShares Russell Top 200 ETF made up 12.77% of Richmond Investment Services's portfolio in Q2 2026, its #1 holding.
Richmond Investment Services first reported a position in iShares Russell Top 200 ETF in Q4 2024 and has held it in 7 quarters since.
Richmond Investment Services's iShares Russell Top 200 ETF position peaked at $67.6M in Q4 2025.
235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.