Sanctuary Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History

Sanctuary Advisors’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	$566K	Buy	3,061 +49	+2%	+$8.81K	﹤0.01%	1889
2026 Q1	$483K	Sell	3,012 -235	-7%	-$39.6K	﹤0.01%	1800
2025 Q4	$554K	Sell	3,247 -157	-5%	-$26.5K	﹤0.01%	1665
2025 Q3	$565K	Buy	3,404 +19	+0.6%	+$3.02K	﹤0.01%	1638
2025 Q2	$518K	Buy	3,385 +654	+24%	+$92.2K	﹤0.01%	1616
2025 Q1	$375K	Sell	2,731 -154	-5%	-$22.3K	﹤0.01%	1666
2024 Q4	$432K	Buy	2,885 +154	+6%	+$22.3K	﹤0.01%	1775
2024 Q3	$398K	Buy	2,731 +72	+3%	+$9.76K	﹤0.01%	1838
2024 Q2	$329K	Buy	+2,659	New	+$340K	﹤0.01%	1906

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

Sanctuary Advisors's IWL Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares Russell Top 200 ETF (IWL) stake by 1.6% in Q2 2026, buying an estimated $8.81K and bringing the position to 3,061 shares worth $566K. The position accounts for ﹤0.01% of the portfolio, ranked #1889.

Sanctuary Advisors first reported a position in IWL in Q2 2024 and has held it in 9 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

Sanctuary Advisors held 3,061 shares of iShares Russell Top 200 ETF worth $566K as of Q2 2026.
Sanctuary Advisors bought 49 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $8.81K.
iShares Russell Top 200 ETF made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1889 holding.
Sanctuary Advisors first reported a position in iShares Russell Top 200 ETF in Q2 2024 and has held it in 9 quarters since.
235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.