SAM
IWL icon

Secure Asset Management’s iShares Russell Top 200 ETF IWL Stock Holding History

Secure Asset Management’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 		$454K Sell
2,456
-78
-3% -$14K 0.06% 200
2026
Q1 		$407K Buy
2,534
+66
+3% +$11.1K 0.06% 206
2025
Q4 		$421K Buy
2,468
+258
+12% +$43.6K 0.07% 218
2025
Q3 		$369K Buy
+2,210
New +$352K 0.06% 222

Other funds holding IWL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
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

Secure Asset Management's IWL Position: Q2 2026 in Review

Secure Asset Management reduced its iShares Russell Top 200 ETF (IWL) stake by 3.1% in Q2 2026, selling an estimated $14K and leaving 2,456 shares worth $454K. The position accounts for 0.06% of the portfolio, ranked #200.

Secure Asset Management first reported a position in IWL in Q3 2025 and has held it in 4 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Secure Asset Management held 2,456 shares of iShares Russell Top 200 ETF worth $454K as of Q2 2026.
  • Secure Asset Management sold 78 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $14K.
  • iShares Russell Top 200 ETF made up 0.06% of Secure Asset Management's portfolio in Q2 2026, its #200 holding.
  • Secure Asset Management first reported a position in iShares Russell Top 200 ETF in Q3 2025 and has held it in 4 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.