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Smith Salley Wealth Management’s iShares Russell Top 200 ETF IWL Stock Holding History

Smith Salley Wealth 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 		$208K Buy
+1,123
New +$202K 0.01% 266
2022
Q1 		– Sell
-1,823
Closed -$208K – 247
2021
Q4 		$208K Buy
+1,823
New +$201K 0.01% 238

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 $1.43B AUM 24.87% 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

Smith Salley Wealth Management's IWL Position: Q2 2026 in Review

Smith Salley Wealth Management opened a new position in iShares Russell Top 200 ETF (IWL) in Q2 2026: 1,123 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #266 among its holdings. This is a return to the name: Smith Salley Wealth Management previously reported a position in IWL as recently as Q4 2021.

Smith Salley Wealth Management first reported a position in IWL in Q4 2021 and has held it in 2 quarters since. The position peaked at $208K in Q4 2021. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Smith Salley Wealth Management held 1,123 shares of iShares Russell Top 200 ETF worth $208K as of Q2 2026.
  • iShares Russell Top 200 ETF was a new Smith Salley Wealth Management position in Q2 2026.
  • iShares Russell Top 200 ETF made up 0.01% of Smith Salley Wealth Management's portfolio in Q2 2026, its #266 holding.
  • Smith Salley Wealth Management first reported a position in iShares Russell Top 200 ETF in Q4 2021 and has held it in 2 quarters since.
  • Smith Salley Wealth Management's iShares Russell Top 200 ETF position peaked at $208K in Q4 2021.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.