Silver Oak Securities’s iShares Russell Top 200 ETF IWL Stock Holding History

Silver Oak Securities’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	$1.6M	Sell	8,632 -1,089	-11%	-$196K	0.1%	203
2026 Q1	$1.56M	Sell	9,721 -3,247	-25%	-$547K	0.11%	181
2025 Q4	$2.23M	Buy	12,968 +4,530	+54%	+$765K	0.15%	141
2025 Q3	$1.4M	Sell	8,438 -335	-4%	-$53.3K	0.1%	199
2025 Q2	$1.34M	Buy	+8,773	New	+$1.24M	0.11%	197
2024 Q4	–	Sell	-12,795	Closed	-$1.79M	–	645
2024 Q3	$1.79M	Buy	12,795 +238	+2%	+$32.3K	0.19%	114
2024 Q2	$1.68M	Buy	+12,557	New	+$1.6M	0.25%	89
2023 Q4	–	Sell	-6,492	Closed	-$671K	–	517
2023 Q3	$671K	Sell	6,492 -2,209	-25%	-$237K	0.15%	139
2023 Q2	$928K	Buy	+8,701	New	+$874K	0.15%	145
2022 Q4	–	Sell	-6,492	Closed	-$671K	–	389
2022 Q3	$671K	Buy	+6,492	New	+$614K	0.15%	139

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

Silver Oak Securities's IWL Position: Q2 2026 in Review

Silver Oak Securities reduced its iShares Russell Top 200 ETF (IWL) stake by 11% in Q2 2026, selling an estimated $196K and leaving 8,632 shares worth $1.6M. The position accounts for 0.1% of the portfolio, ranked #203.

Silver Oak Securities first reported a position in IWL in Q3 2022 and has held it in 10 quarters since. The position peaked at $2.23M in Q4 2025. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

Silver Oak Securities held 8,632 shares of iShares Russell Top 200 ETF worth $1.6M as of Q2 2026.
Silver Oak Securities sold 1,089 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $196K.
iShares Russell Top 200 ETF made up 0.1% of Silver Oak Securities's portfolio in Q2 2026, its #203 holding.
Silver Oak Securities first reported a position in iShares Russell Top 200 ETF in Q3 2022 and has held it in 10 quarters since.
Silver Oak Securities's iShares Russell Top 200 ETF position peaked at $2.23M in Q4 2025.
235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.