Stifel Financial
IWL icon

Stifel Financial’s iShares Russell Top 200 ETF IWL Stock Holding History

Stifel Financial’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 		$1.68M Sell
9,087
-2,289
-20% -$411K ﹤0.01% 2207
2026
Q1 		$1.83M Sell
11,376
-198
-2% -$33.4K ﹤0.01% 2034
2025
Q4 		$1.97M Sell
11,574
-213
-2% -$36K ﹤0.01% 1941
2025
Q3 		$1.96M Buy
11,787
+117
+1% +$18.6K ﹤0.01% 1936
2025
Q2 		$1.79M Buy
11,670
+1,314
+13% +$185K ﹤0.01% 1925
2025
Q1 		$1.42M Buy
10,356
+920
+10% +$134K ﹤0.01% 2002
2024
Q4 		$1.37M Sell
9,436
-457
-5% -$66.1K ﹤0.01% 2052
2024
Q3 		$1.39M Buy
9,893
+1,196
+14% +$162K ﹤0.01% 2009
2024
Q2 		$1.16M Buy
8,697
+3,338
+62% +$427K ﹤0.01% 2065
2024
Q1 		$682K Buy
5,359
+2,146
+67% +$260K ﹤0.01% 2427
2023
Q4 		$370K Buy
3,213
+166
+5% +$18K ﹤0.01% 2725
2023
Q3 		$315K Buy
3,047
+797
+35% +$85.5K ﹤0.01% 2764
2023
Q2 		$240K Buy
2,250
+152
+7% +$15.3K ﹤0.01% 2948
2023
Q1 		$204K Sell
2,098
-2,921
-58% -$275K ﹤0.01% 3041
2022
Q4 		$452K Buy
5,019
+1,995
+66% +$181K ﹤0.01% 2533
2022
Q3 		$257K Buy
+3,024
New +$286K ﹤0.01% 2816
2019
Q2 		– Sell
-9,307
Closed -$611K – 3005
2019
Q1 		$611K Buy
+9,307
New +$588K ﹤0.01% 1947

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

Stifel Financial's IWL Position: Q2 2026 in Review

Stifel Financial reduced its iShares Russell Top 200 ETF (IWL) stake by 20% in Q2 2026, selling an estimated $411K and leaving 9,087 shares worth $1.68M. The position accounts for ﹤0.01% of the portfolio, ranked #2207.

Stifel Financial first reported a position in IWL in Q1 2019 and has held it in 17 quarters since. The position peaked at $1.97M in Q4 2025. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Stifel Financial held 9,087 shares of iShares Russell Top 200 ETF worth $1.68M as of Q2 2026.
  • Stifel Financial sold 2,289 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $411K.
  • iShares Russell Top 200 ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2207 holding.
  • Stifel Financial first reported a position in iShares Russell Top 200 ETF in Q1 2019 and has held it in 17 quarters since.
  • Stifel Financial's iShares Russell Top 200 ETF position peaked at $1.97M in Q4 2025.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.