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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
Q2 		$969K Sell
5,240
-104
-2% -$18.7K 0.01% 846
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 $1.89T 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

Summit Financial's IWL Position: Q2 2026 in Review

Summit Financial reduced its iShares Russell Top 200 ETF (IWL) stake by 1.9% in Q2 2026, selling an estimated $18.7K and leaving 5,240 shares worth $969K. The position accounts for 0.01% of the portfolio, ranked #846.

Summit Financial first reported a position in IWL in Q3 2025 and has held it in 4 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Summit Financial held 5,240 shares of iShares Russell Top 200 ETF worth $969K as of Q2 2026.
  • Summit Financial sold 104 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $18.7K.
  • iShares Russell Top 200 ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #846 holding.
  • Summit Financial first reported a position in iShares Russell Top 200 ETF in Q3 2025 and has held it in 4 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

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