TFS
IWL icon

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

Thoroughbred Financial Services’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 		$7.3M Buy
39,477
+6,353
+19% +$1.14M 0.35% 62
2026
Q1 		$5.32M Buy
33,124
+7,595
+30% +$1.28M 0.32% 65
2025
Q4 		$4.36M Buy
25,529
+1,037
+4% +$175K 0.26% 78
2025
Q3 		$4.07M Sell
24,492
-296
-1% -$47.1K 0.25% 85
2025
Q2 		$3.79M Sell
24,788
-2,508
-9% -$354K 0.27% 75
2025
Q1 		$3.75M Sell
27,296
-848
-3% -$123K 0.23% 89
2024
Q4 		$4.07M Buy
28,144
+2,761
+11% +$400K 0.25% 76
2024
Q3 		$3.56M Sell
25,383
-10,180
-29% -$1.38M 0.23% 87
2024
Q2 		$4.76M Buy
35,563
+16,461
+86% +$2.1M 0.32% 66
2024
Q1 		$2.43M Sell
19,102
-666
-3% -$80.7K 0.23% 92
2023
Q4 		$2.27M Sell
19,768
-1,652
-8% -$179K 0.18% 115
2023
Q3 		$2.21M Buy
21,420
+3,137
+17% +$336K 0.22% 99
2023
Q2 		$1.95M Buy
18,283
+558
+3% +$56.1K 0.26% 92
2023
Q1 		$1.72M Buy
17,725
+152
+0.9% +$14.3K 0.25% 99
2022
Q4 		$1.58M Buy
17,573
+2,894
+20% +$263K 0.26% 99
2022
Q3 		$1.25M Buy
14,679
+3,209
+28% +$303K 0.24% 103
2022
Q2 		$1.03M Buy
11,470
+1,128
+11% +$110K 0.19% 132
2022
Q1 		$1.12M Buy
10,342
+948
+10% +$101K 0.18% 135
2021
Q4 		$1.07M Buy
9,394
+37
+0.4% +$4.08K 0.22% 104
2021
Q3 		$964K Buy
9,357
+395
+4% +$41.9K 0.23% 102
2021
Q2 		$921K Buy
8,962
+303
+3% +$30.2K 0.23% 111
2021
Q1 		$820K Buy
8,659
+442
+5% +$40.9K 0.23% 112
2020
Q4 		$741K Sell
8,217
-67
-0.8% -$5.73K 0.23% 110
2020
Q3 		$672K Sell
8,284
-101
-1% -$8.08K 0.25% 98
2020
Q2 		$621K Buy
8,385
+1,450
+21% +$101K 0.26% 103
2020
Q1 		$427K Sell
6,935
-150
-2% -$10.8K 0.15% 151
2019
Q4 		$532K Hold
7,085
– – 0.18% 144
2019
Q3 		$488K Buy
+7,085
New +$487K 0.19% 140
2019
Q2 		– Sell
-7,085
Closed -$465K – 218
2019
Q1 		$465K Buy
+7,085
New +$447K 0.19% 130

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

Thoroughbred Financial Services's IWL Position: Q2 2026 in Review

Thoroughbred Financial Services increased its iShares Russell Top 200 ETF (IWL) stake by 19% in Q2 2026, buying an estimated $1.14M and bringing the position to 39,477 shares worth $7.3M. The position accounts for 0.35% of the portfolio, ranked #62.

Thoroughbred Financial Services first reported a position in IWL in Q1 2019 and has held it in 29 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Thoroughbred Financial Services held 39,477 shares of iShares Russell Top 200 ETF worth $7.3M as of Q2 2026.
  • Thoroughbred Financial Services bought 6,353 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $1.14M.
  • iShares Russell Top 200 ETF made up 0.35% of Thoroughbred Financial Services's portfolio in Q2 2026, its #62 holding.
  • Thoroughbred Financial Services first reported a position in iShares Russell Top 200 ETF in Q1 2019 and has held it in 29 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.