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Stratos Wealth Partners’s iShares Russell Top 200 ETF IWL Stock Holding History

Stratos Wealth Partners’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 		$10.3M Buy
55,425
+4,631
+9% +$832K 0.1% 205
2026
Q1 		$8.15M Sell
50,794
-1,506
-3% -$254K 0.09% 230
2025
Q4 		$8.92M Buy
52,300
+9,484
+22% +$1.6M 0.1% 211
2025
Q3 		$7.11M Buy
42,816
+23,082
+117% +$3.67M 0.08% 242
2025
Q2 		$3.02M Sell
19,734
-96
-0.5% -$13.5K 0.04% 387
2025
Q1 		$2.72M Sell
19,830
-417
-2% -$60.5K 0.04% 374
2024
Q4 		$2.93M Sell
20,247
-252
-1% -$36.5K 0.04% 383
2024
Q3 		$2.88M Sell
20,499
-421
-2% -$57.1K 0.04% 373
2024
Q2 		$2.8M Sell
20,920
-808
-4% -$103K 0.04% 362
2024
Q1 		$2.76M Sell
21,728
-604
-3% -$73.2K 0.05% 370
2023
Q4 		$2.57M Buy
22,332
+16
+0.1% +$1.73K 0.05% 352
2023
Q3 		$2.31M Buy
22,316
+330
+2% +$35.4K 0.05% 354
2023
Q2 		$2.34M Buy
21,986
+3,337
+18% +$335K 0.05% 322
2023
Q1 		$1.81M Buy
18,649
+105
+0.6% +$9.88K 0.05% 344
2022
Q4 		$1.67M Hold
18,544
– – 0.04% 385
2022
Q3 		$1.57M Buy
18,544
+547
+3% +$51.7K 0.04% 364
2022
Q2 		$1.62M Sell
17,997
-3,385
-16% -$329K 0.04% 362
2022
Q1 		$2.31M Hold
21,382
– – 0.05% 327
2021
Q4 		$2.44M Hold
21,382
– – 0.05% 307
2021
Q3 		$2.2M Buy
21,382
+979
+5% +$104K 0.06% 296
2021
Q2 		$2.1M Sell
20,403
-601
-3% -$60K 0.05% 327
2021
Q1 		$1.99M Buy
21,004
+5,826
+38% +$540K 0.06% 302
2020
Q4 		$1.37M Hold
15,178
– – 0.04% 363
2020
Q3 		$1.23M Buy
15,178
+446
+3% +$35.7K 0.04% 353
2020
Q2 		$1.09M Sell
14,732
-2,784
-16% -$195K 0.04% 364
2020
Q1 		$1.08M Buy
+17,516
New +$1.26M 0.05% 312

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

Stratos Wealth Partners's IWL Position: Q2 2026 in Review

Stratos Wealth Partners increased its iShares Russell Top 200 ETF (IWL) stake by 9.1% in Q2 2026, buying an estimated $832K and bringing the position to 55,425 shares worth $10.3M. The position accounts for 0.1% of the portfolio, ranked #205.

Stratos Wealth Partners first reported a position in IWL in Q1 2020 and has held it in 26 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Stratos Wealth Partners held 55,425 shares of iShares Russell Top 200 ETF worth $10.3M as of Q2 2026.
  • Stratos Wealth Partners bought 4,631 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $832K.
  • iShares Russell Top 200 ETF made up 0.1% of Stratos Wealth Partners's portfolio in Q2 2026, its #205 holding.
  • Stratos Wealth Partners first reported a position in iShares Russell Top 200 ETF in Q1 2020 and has held it in 26 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.