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

Summit 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
Q1 		$858K Sell
5,344
-205
-4% -$34.6K 0.01% 827
2025
Q4 		$947K Sell
5,549
-75
-1% -$12.7K 0.01% 690
2025
Q3 		$934K Buy
+5,624
New +$895K 0.01% 677

Other funds holding IWL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
RIS
Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return

Summit Financial's IWL Position: Q1 2026 in Review

Summit Financial reduced its iShares Russell Top 200 ETF (IWL) stake by 3.7% in Q1 2026, selling an estimated $34.6K and leaving 5,344 shares worth $858K. The position accounts for 0.01% of the portfolio, ranked #827.

Summit Financial first reported a position in IWL in Q3 2025 and has held it in 3 quarters since. The position peaked at $947K in Q4 2025. 225 funds tracked by Wall St. Rank hold IWL as of Q1 2026.

  • Summit Financial held 5,344 shares of iShares Russell Top 200 ETF worth $858K as of Q1 2026.
  • Summit Financial sold 205 iShares Russell Top 200 ETF shares in Q1 2026, an estimated $34.6K.
  • iShares Russell Top 200 ETF made up 0.01% of Summit Financial's portfolio in Q1 2026, its #827 holding.
  • Summit Financial first reported a position in iShares Russell Top 200 ETF in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's iShares Russell Top 200 ETF position peaked at $947K in Q4 2025.
  • 225 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.