SEM
IWL icon

Strategic Equity Management’s iShares Russell Top 200 ETF IWL Stock Holding History

Strategic Equity Management’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 		$6.18M Sell
33,422
-1,556
-4% -$280K 2.08% 16
2026
Q1 		$5.61M Sell
34,978
-2,178
-6% -$367K 2.11% 16
2025
Q4 		$6.34M Sell
37,156
-2,905
-7% -$491K 2.15% 16
2025
Q3 		$6.65M Sell
40,061
-7,292
-15% -$1.16M 2.47% 12
2025
Q2 		$7.25M Sell
47,353
-5,925
-11% -$835K 2.67% 11
2025
Q1 		$7.32M Sell
53,278
-2,417
-4% -$351K 3.08% 11
2024
Q4 		$8.06M Sell
55,695
-3,084
-5% -$446K 3.4% 11
2024
Q3 		$8.25M Sell
58,779
-2,865
-5% -$388K 3.91% 9
2024
Q2 		$8.26M Sell
61,644
-9,625
-14% -$1.23M 5.38% 7
2024
Q1 		$9.06M Sell
71,269
-4,625
-6% -$561K 7.57% 3
2023
Q4 		$8.73M Sell
75,894
-159,283
-68% -$17.2M 9.83% 3
2023
Q3 		$24.3M Sell
235,177
-9,343
-4% -$1M 9.16% 4
2023
Q2 		$26.1M Sell
244,520
-16,757
-6% -$1.68M 8.92% 5
2023
Q1 		$25.4M Sell
261,277
-19,995
-7% -$1.88M 9.05% 4
2022
Q4 		$25.3M Sell
281,272
-8,230
-3% -$747K 9.71% 4
2022
Q3 		$24.6M Sell
289,502
-4,690
-2% -$443K 10.18% 3
2022
Q2 		$26.4M Sell
294,192
-104,034
-26% -$10.1M 13.71% 1
2022
Q1 		$43M Sell
398,226
-26,604
-6% -$2.84M 15.48% 1
2021
Q4 		$48.4M Sell
424,830
-10,620
-2% -$1.17M 15.14% 1
2021
Q3 		$44.9M Buy
435,450
+2,829
+0.7% +$300K 15.01% 1
2021
Q2 		$44.5M Sell
432,621
-121,147
-22% -$12.1M 15.22% 1
2021
Q1 		$52.5M Sell
553,768
-25,342
-4% -$2.35M 22.18% 1
2020
Q4 		$52.3M Buy
+579,110
New +$49.5M 23.45% 1

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

Strategic Equity Management's IWL Position: Q2 2026 in Review

Strategic Equity Management reduced its iShares Russell Top 200 ETF (IWL) stake by 4.4% in Q2 2026, selling an estimated $280K and leaving 33,422 shares worth $6.18M. The position accounts for 2.08% of the portfolio, ranked #16.

Strategic Equity Management first reported a position in IWL in Q4 2020 and has held it in 23 quarters since. The position peaked at $52.5M in Q1 2021. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Strategic Equity Management held 33,422 shares of iShares Russell Top 200 ETF worth $6.18M as of Q2 2026.
  • Strategic Equity Management sold 1,556 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $280K.
  • iShares Russell Top 200 ETF made up 2.08% of Strategic Equity Management's portfolio in Q2 2026, its #16 holding.
  • Strategic Equity Management first reported a position in iShares Russell Top 200 ETF in Q4 2020 and has held it in 23 quarters since.
  • Strategic Equity Management's iShares Russell Top 200 ETF position peaked at $52.5M in Q1 2021.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Strategic Equity Management's 13F filing for Q2 2026, filed 10 Aug 2026.