UB
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UMB Bank’s iShares Russell Top 200 ETF IWL Stock Holding History

UMB Bank’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 		$118K Hold
640
– – ﹤0.01% 966
2026
Q1 		$103K Hold
640
– – ﹤0.01% 964
2025
Q4 		$109K Hold
640
– – ﹤0.01% 912
2025
Q3 		$106K Hold
640
– – ﹤0.01% 836
2025
Q2 		$98K Hold
640
– – ﹤0.01% 839
2025
Q1 		$87.9K Sell
640
-119
-16% -$17.3K ﹤0.01% 820
2024
Q4 		$110K Sell
759
-242
-24% -$35K ﹤0.01% 676
2024
Q3 		$141K Hold
1,001
– – ﹤0.01% 639
2024
Q2 		$134K Hold
1,001
– – ﹤0.01% 630
2024
Q1 		$127K Sell
1,001
-376
-27% -$45.6K ﹤0.01% 650
2023
Q4 		$158K Hold
1,377
– – ﹤0.01% 632
2023
Q3 		$142K Hold
1,377
– – ﹤0.01% 632
2023
Q2 		$147K Buy
1,377
+181
+15% +$18.2K ﹤0.01% 630
2023
Q1 		$116K Sell
1,196
-105
-8% -$9.88K ﹤0.01% 665
2022
Q4 		$117K Hold
1,301
– – ﹤0.01% 666
2022
Q3 		$110K Hold
1,301
– – ﹤0.01% 709
2022
Q2 		$117K Sell
1,301
-605
-32% -$58.9K ﹤0.01% 725
2022
Q1 		$206K Hold
1,906
– – ﹤0.01% 643
2021
Q4 		$217K Buy
+1,906
New +$210K ﹤0.01% 644
2021
Q3 		– Sell
-2,148
Closed -$221K – 375
2021
Q2 		$221K Sell
2,148
-1,195
-36% -$119K 0.01% 349
2021
Q1 		$317K Sell
3,343
-10,216
-75% -$946K 0.01% 307
2020
Q4 		$1.22M Buy
13,559
+3,587
+36% +$307K 0.03% 208
2020
Q3 		$738K Hold
9,972
– – 0.02% 229
2020
Q2 		$738K Buy
9,972
+786
+9% +$55K 0.02% 229
2020
Q1 		$565K Buy
+9,186
New +$660K 0.02% 238

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

UMB Bank's IWL Position: Q2 2026 in Review

UMB Bank held its iShares Russell Top 200 ETF (IWL) position steady in Q2 2026 at 640 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #966.

UMB Bank first reported a position in IWL in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.22M in Q4 2020. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • UMB Bank held 640 shares of iShares Russell Top 200 ETF worth $118K as of Q2 2026.
  • UMB Bank left its iShares Russell Top 200 ETF share count unchanged in Q2 2026.
  • iShares Russell Top 200 ETF made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #966 holding.
  • UMB Bank first reported a position in iShares Russell Top 200 ETF in Q1 2020 and has held it in 25 quarters since.
  • UMB Bank's iShares Russell Top 200 ETF position peaked at $1.22M in Q4 2020.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.