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Spirit of America Management Corp’s iShares Russell Top 200 ETF IWL Stock Holding History

Spirit of America Management Corp’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 		$1.42K Buy
261,905
+260,170
+14,995% +$46.8M ﹤0.01% 296
2026
Q1 		$294K Buy
1,735
+3
+0.2% +$506 0.06% 212
2025
Q4 		$299K Sell
1,732
-1,250
-42% -$211K 0.06% 214
2025
Q3 		$497K Buy
2,982
+50
+2% +$7.96K 0.1% 188
2025
Q2 		$457K Sell
2,932
-323
-10% -$45.5K 0.1% 189
2025
Q1 		$447K Sell
3,255
-12
-0.4% -$1.74K 0.09% 182
2024
Q4 		$473K Buy
3,267
+324
+11% +$46.9K 0.1% 183
2024
Q3 		$413K Sell
2,943
-18
-0.6% -$2.44K 0.08% 191
2024
Q2 		$397K Buy
2,961
+2,373
+404% +$303K 0.08% 187
2024
Q1 		$73.2K Buy
+588
New +$71.3K 0.01% 257

Other funds holding IWL

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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
RIS
Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 1-Year Est. Return
RWP
Reliant Wealth Planning Louisville, Kentucky $364M AUM 11.96% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $284M AUM 24.22% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return

Spirit of America Management Corp's IWL Position: Q2 2026 in Review

Spirit of America Management Corp increased its iShares Russell Top 200 ETF (IWL) stake by 14,995% in Q2 2026, buying an estimated $46.8M and bringing the position to 261,905 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

Spirit of America Management Corp first reported a position in IWL in Q1 2024 and has held it in 10 quarters since. The position peaked at $497K in Q3 2025. 165 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Spirit of America Management Corp held 261,905 shares of iShares Russell Top 200 ETF worth $1.42K as of Q2 2026.
  • Spirit of America Management Corp bought 260,170 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $46.8M.
  • iShares Russell Top 200 ETF made up ﹤0.01% of Spirit of America Management Corp's portfolio in Q2 2026, its #296 holding.
  • Spirit of America Management Corp first reported a position in iShares Russell Top 200 ETF in Q1 2024 and has held it in 10 quarters since.
  • Spirit of America Management Corp's iShares Russell Top 200 ETF position peaked at $497K in Q3 2025.
  • 165 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.