UAG
IWL icon

United Advisor Group’s iShares Russell Top 200 ETF IWL Stock Holding History

United Advisor Group’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 		$212K Buy
+1,146
New +$206K 0.02% 508
2024
Q4 		– Sell
-2,025
Closed -$284K – 384
2024
Q3 		$284K Buy
+2,025
New +$275K 0.06% 287

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

United Advisor Group's IWL Position: Q2 2026 in Review

United Advisor Group opened a new position in iShares Russell Top 200 ETF (IWL) in Q2 2026: 1,146 shares worth $212K. The stake represents 0.02% of the portfolio and ranks #508 among its holdings. This is a return to the name: United Advisor Group previously reported a position in IWL as recently as Q3 2024.

United Advisor Group first reported a position in IWL in Q3 2024 and has held it in 2 quarters since. The position peaked at $284K in Q3 2024. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • United Advisor Group held 1,146 shares of iShares Russell Top 200 ETF worth $212K as of Q2 2026.
  • iShares Russell Top 200 ETF was a new United Advisor Group position in Q2 2026.
  • iShares Russell Top 200 ETF made up 0.02% of United Advisor Group's portfolio in Q2 2026, its #508 holding.
  • United Advisor Group first reported a position in iShares Russell Top 200 ETF in Q3 2024 and has held it in 2 quarters since.
  • United Advisor Group's iShares Russell Top 200 ETF position peaked at $284K in Q3 2024.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.