SageView Advisory Group’s iShares Russell Top 200 ETF IWL Stock Holding History

SageView Advisory 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	$6.6M	Sell	35,692 -322	-0.9%	-$57.9K	0.22%	59
2026 Q1	$5.78M	Sell	36,014 -1,085	-3%	-$183K	0.21%	62
2025 Q4	$6.33M	Sell	37,099 -827	-2%	-$140K	0.21%	60
2025 Q3	$6.3M	Buy	37,926 +1	+0%	+$159	0.22%	58
2025 Q2	$5.98M	Sell	37,925 -10,149	-21%	-$1.43M	0.23%	49
2025 Q1	$6.61M	Sell	48,074 -36,700	-43%	-$5.33M	0.28%	41
2024 Q4	$12.3M	Sell	84,774 -4,630	-5%	-$670K	0.53%	25
2024 Q3	$12.6M	Sell	89,404 -10,497	-11%	-$1.42M	0.64%	20
2024 Q2	$13.4M	Buy	+99,901	New	+$12.8M	0.62%	22
2024 Q1	–	Sell	-112,318	Closed	-$13.4M	–	632
2023 Q4	$13.4M	Sell	112,318 -17,299	-13%	-$1.87M	0.58%	21
2023 Q3	$13.4M	Sell	129,617 -2,492	-2%	-$267K	0.77%	23
2023 Q2	$14.1M	Sell	132,109 -4,295	-3%	-$432K	0.78%	22
2023 Q1	$13.3M	Sell	136,404 -532	-0.4%	-$50K	0.85%	20
2022 Q4	$12.3M	Buy	+136,936	New	+$12.4M	1%	18

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

SageView Advisory Group's IWL Position: Q2 2026 in Review

SageView Advisory Group reduced its iShares Russell Top 200 ETF (IWL) stake by 0.89% in Q2 2026, selling an estimated $57.9K and leaving 35,692 shares worth $6.6M. The position accounts for 0.22% of the portfolio, ranked #59.

SageView Advisory Group first reported a position in IWL in Q4 2022 and has held it in 14 quarters since. The position peaked at $14.1M in Q2 2023. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

SageView Advisory Group held 35,692 shares of iShares Russell Top 200 ETF worth $6.6M as of Q2 2026.
SageView Advisory Group sold 322 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $57.9K.
iShares Russell Top 200 ETF made up 0.22% of SageView Advisory Group's portfolio in Q2 2026, its #59 holding.
SageView Advisory Group first reported a position in iShares Russell Top 200 ETF in Q4 2022 and has held it in 14 quarters since.
SageView Advisory Group's iShares Russell Top 200 ETF position peaked at $14.1M in Q2 2023.
235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.