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

SOA Wealth 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 		$3.05M Sell
16,511
-2,278
-12% -$409K 0.51% 39
2026
Q1 		$3.02M Sell
18,789
-289
-2% -$48.7K 0.57% 37
2025
Q4 		$3.26M Sell
19,078
-676
-3% -$114K 0.55% 33
2025
Q3 		$3.28M Sell
19,754
-1,318
-6% -$210K 0.56% 34
2025
Q2 		$3.23M Buy
21,072
+4,027
+24% +$568K 0.61% 32
2025
Q1 		$2.34M Buy
17,045
+215
+1% +$31.2K 0.49% 43
2024
Q4 		$2.44M Buy
16,830
+6,062
+56% +$877K 0.45% 45
2024
Q3 		$1.51M Buy
10,768
+961
+10% +$130K 0.29% 57
2024
Q2 		$1.31M Buy
9,807
+2,527
+35% +$323K 0.26% 62
2024
Q1 		$925K Buy
7,280
+1,153
+19% +$140K 0.19% 71
2023
Q4 		$705K Buy
6,127
+1,030
+20% +$111K 0.16% 79
2023
Q3 		$527K Buy
5,097
+1,102
+28% +$118K 0.13% 85
2023
Q2 		$426K Buy
3,995
+1,890
+90% +$190K 0.1% 107
2023
Q1 		$205K Buy
2,105
+159
+8% +$15K 0.05% 152
2022
Q4 		$175K Buy
1,946
+482
+33% +$43.7K 0.05% 162
2022
Q3 		$124K Hold
1,464
– – 0.04% 182
2022
Q2 		$131K Buy
1,464
+111
+8% +$10.8K 0.04% 180
2022
Q1 		$146K Sell
1,353
-150
-10% -$16K 0.04% 196
2021
Q4 		$172K Buy
1,503
+8
+0.5% +$882 0.04% 171
2021
Q3 		$154K Hold
1,495
– – 0.04% 180
2021
Q2 		$153K Buy
1,495
+158
+12% +$15.8K 0.04% 180
2021
Q1 		$126K Hold
1,337
– – 0.04% 178
2020
Q4 		$125K Buy
+1,337
New +$114K 0.03% 175

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

SOA Wealth Advisors's IWL Position: Q2 2026 in Review

SOA Wealth Advisors reduced its iShares Russell Top 200 ETF (IWL) stake by 12% in Q2 2026, selling an estimated $409K and leaving 16,511 shares worth $3.05M. The position accounts for 0.51% of the portfolio, ranked #39.

SOA Wealth Advisors first reported a position in IWL in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.28M in Q3 2025. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • SOA Wealth Advisors held 16,511 shares of iShares Russell Top 200 ETF worth $3.05M as of Q2 2026.
  • SOA Wealth Advisors sold 2,278 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $409K.
  • iShares Russell Top 200 ETF made up 0.51% of SOA Wealth Advisors's portfolio in Q2 2026, its #39 holding.
  • SOA Wealth Advisors first reported a position in iShares Russell Top 200 ETF in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's iShares Russell Top 200 ETF position peaked at $3.28M in Q3 2025.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.