SignatureFD’s iShares Russell Top 200 ETF IWL Stock Holding History

SignatureFD’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	$2.59K	Hold	14	–	–	﹤0.01%	3081
2026 Q1	$2.25K	Hold	14	–	–	﹤0.01%	3035
2025 Q4	$2.39K	Hold	14	–	–	﹤0.01%	2923
2025 Q3	$2.33K	Hold	14	–	–	﹤0.01%	2909
2025 Q2	$2.14K	Hold	14	–	–	﹤0.01%	2847
2025 Q1	$1.92K	Hold	14	–	–	﹤0.01%	2887
2024 Q4	$2.03K	Hold	14	–	–	﹤0.01%	2866
2024 Q3	$1.97K	Hold	14	–	–	﹤0.01%	2836
2024 Q2	$1.88K	Hold	14	–	–	﹤0.01%	2771
2024 Q1	$1.78K	Hold	14	–	–	﹤0.01%	2829
2023 Q4	$1.61K	Hold	14	–	–	﹤0.01%	2813
2023 Q3	$1.45K	Hold	14	–	–	﹤0.01%	2856
2023 Q2	$1.49K	Buy	+14	New	+$1.41K	﹤0.01%	2880

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

SignatureFD's IWL Position: Q2 2026 in Review

SignatureFD held its iShares Russell Top 200 ETF (IWL) position steady in Q2 2026 at 14 shares worth $2.59K. The position accounts for ﹤0.01% of the portfolio, ranked #3081.

SignatureFD first reported a position in IWL in Q2 2023 and has held it in 13 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

SignatureFD held 14 shares of iShares Russell Top 200 ETF worth $2.59K as of Q2 2026.
SignatureFD left its iShares Russell Top 200 ETF share count unchanged in Q2 2026.
iShares Russell Top 200 ETF made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #3081 holding.
SignatureFD first reported a position in iShares Russell Top 200 ETF in Q2 2023 and has held it in 13 quarters since.
235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.