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Stokes Family Office’s iShares Russell Top 200 ETF IWL Stock Holding History

Stokes Family Office’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 		$801K Hold
4,330
– – 0.09% 147
2026
Q1 		$695K Hold
4,330
– – 0.07% 163
2025
Q4 		$739K Buy
+4,330
New +$732K 0.07% 156

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

Stokes Family Office's IWL Position: Q2 2026 in Review

Stokes Family Office held its iShares Russell Top 200 ETF (IWL) position steady in Q2 2026 at 4,330 shares worth $801K. The position accounts for 0.09% of the portfolio, ranked #147.

Stokes Family Office first reported a position in IWL in Q4 2025 and has held it in 3 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Stokes Family Office held 4,330 shares of iShares Russell Top 200 ETF worth $801K as of Q2 2026.
  • Stokes Family Office left its iShares Russell Top 200 ETF share count unchanged in Q2 2026.
  • iShares Russell Top 200 ETF made up 0.09% of Stokes Family Office's portfolio in Q2 2026, its #147 holding.
  • Stokes Family Office first reported a position in iShares Russell Top 200 ETF in Q4 2025 and has held it in 3 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.