Steward Partners Investment Advisory’s iShares Russell Top 200 ETF IWL Stock Holding History

Steward Partners Investment Advisory’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	$166K	Sell	900 -518	-37%	-$93.1K	﹤0.01%	2325
2026 Q1	$228K	Buy	1,418 +104	+8%	+$17.5K	﹤0.01%	1947
2025 Q4	$224K	Sell	1,314 -79	-6%	-$13.3K	﹤0.01%	1873
2025 Q3	$231K	Buy	1,393 +66	+5%	+$10.5K	﹤0.01%	1792
2025 Q2	$203K	Hold	1,327	–	–	﹤0.01%	1757
2025 Q1	$182K	Hold	1,327	–	–	﹤0.01%	1692
2024 Q4	$192K	Hold	1,327	–	–	﹤0.01%	1643
2024 Q3	$186K	Buy	1,327 +884	+200%	+$120K	﹤0.01%	1562
2024 Q2	$59.3K	Buy	+443	New	+$56.6K	﹤0.01%	2021

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 $1.42B AUM 19.14% 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

Steward Partners Investment Advisory's IWL Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares Russell Top 200 ETF (IWL) stake by 37% in Q2 2026, selling an estimated $93.1K and leaving 900 shares worth $166K. The position accounts for ﹤0.01% of the portfolio, ranked #2325.

Steward Partners Investment Advisory first reported a position in IWL in Q2 2024 and has held it in 9 quarters since. The position peaked at $231K in Q3 2025. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

Steward Partners Investment Advisory held 900 shares of iShares Russell Top 200 ETF worth $166K as of Q2 2026.
Steward Partners Investment Advisory sold 518 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $93.1K.
iShares Russell Top 200 ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2325 holding.
Steward Partners Investment Advisory first reported a position in iShares Russell Top 200 ETF in Q2 2024 and has held it in 9 quarters since.
Steward Partners Investment Advisory's iShares Russell Top 200 ETF position peaked at $231K in Q3 2025.
235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.