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TruWealth Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History

TruWealth Advisors’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 		$233K Hold
1,453
– – 0.01% 163
2025
Q4 		$248K Hold
1,453
– – 0.01% 158
2025
Q3 		$241K Hold
1,453
– – 0.01% 162
2025
Q2 		$222K Buy
+1,453
New +$205K 0.01% 164
2025
Q1 		– Sell
-1,453
Closed -$210K – 166
2024
Q4 		$210K Hold
1,453
– – 0.01% 157
2024
Q3 		$204K Buy
+1,453
New +$197K 0.01% 160

Other funds holding IWL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
RIS
Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $284M AUM 24.22% 1-Year Est. Return

TruWealth Advisors's IWL Position: Q1 2026 in Review

TruWealth Advisors held its iShares Russell Top 200 ETF (IWL) position steady in Q1 2026 at 1,453 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #163.

TruWealth Advisors first reported a position in IWL in Q3 2024 and has held it in 6 quarters since. The position peaked at $248K in Q4 2025. 227 funds tracked by Wall St. Rank hold IWL as of Q1 2026.

  • TruWealth Advisors held 1,453 shares of iShares Russell Top 200 ETF worth $233K as of Q1 2026.
  • TruWealth Advisors left its iShares Russell Top 200 ETF share count unchanged in Q1 2026.
  • iShares Russell Top 200 ETF made up 0.01% of TruWealth Advisors's portfolio in Q1 2026, its #163 holding.
  • TruWealth Advisors first reported a position in iShares Russell Top 200 ETF in Q3 2024 and has held it in 6 quarters since.
  • TruWealth Advisors's iShares Russell Top 200 ETF position peaked at $248K in Q4 2025.
  • 227 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.