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Valmark Advisers’s iShares Russell Top 200 ETF IWL Stock Holding History

Valmark Advisers’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 		$4.31M Sell
23,282
-3,599
-13% -$647K 0.05% 170
2026
Q1 		$4.31M Sell
26,881
-832
-3% -$140K 0.05% 153
2025
Q4 		$4.73M Sell
27,713
-22
-0.1% -$3.72K 0.06% 138
2025
Q3 		$4.61M Sell
27,735
-1,492
-5% -$237K 0.06% 133
2025
Q2 		$4.48M Sell
29,227
-11,587
-28% -$1.63M 0.06% 124
2025
Q1 		$5.61M Sell
40,814
-800
-2% -$116K 0.08% 98
2024
Q4 		$6.02M Buy
41,614
+25,048
+151% +$3.62M 0.09% 96
2024
Q3 		$2.33M Sell
16,566
-1,273
-7% -$173K 0.04% 179
2024
Q2 		$2.39M Sell
17,839
-200
-1% -$25.6K 0.04% 159
2024
Q1 		$2.29M Sell
18,039
-35
-0.2% -$4.24K 0.04% 155
2023
Q4 		$2.08M Sell
18,074
-760
-4% -$82.2K 0.04% 160
2023
Q3 		$1.95M Buy
18,834
+898
+5% +$96.3K 0.04% 146
2023
Q2 		$1.91M Buy
17,936
+3,572
+25% +$359K 0.04% 150
2023
Q1 		$1.4M Sell
14,364
-34
-0.2% -$3.2K 0.03% 186
2022
Q4 		$1.3M Buy
14,398
+2,791
+24% +$253K 0.03% 182
2022
Q3 		$985K Sell
11,607
-2,755
-19% -$260K 0.02% 188
2022
Q2 		$1.29M Sell
14,362
-15,696
-52% -$1.53M 0.03% 163
2022
Q1 		$3.25M Sell
30,058
-60
-0.2% -$6.4K 0.06% 92
2021
Q4 		$3.43M Sell
30,118
-306
-1% -$33.7K 0.06% 89
2021
Q3 		$3.13M Buy
30,424
+8,779
+41% +$932K 0.06% 87
2021
Q2 		$2.23M Buy
21,645
+4,057
+23% +$405K 0.04% 109
2021
Q1 		$1.67M Sell
17,588
-12,992
-42% -$1.2M 0.03% 132
2020
Q4 		$2.76M Sell
30,580
-23,637
-44% -$2.02M 0.06% 80
2020
Q3 		$4.4M Buy
+54,217
New +$4.34M 0.1% 56

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

Valmark Advisers's IWL Position: Q2 2026 in Review

Valmark Advisers reduced its iShares Russell Top 200 ETF (IWL) stake by 13% in Q2 2026, selling an estimated $647K and leaving 23,282 shares worth $4.31M. The position accounts for 0.05% of the portfolio, ranked #170.

Valmark Advisers first reported a position in IWL in Q3 2020 and has held it in 24 quarters since. The position peaked at $6.02M in Q4 2024. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Valmark Advisers held 23,282 shares of iShares Russell Top 200 ETF worth $4.31M as of Q2 2026.
  • Valmark Advisers sold 3,599 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $647K.
  • iShares Russell Top 200 ETF made up 0.05% of Valmark Advisers's portfolio in Q2 2026, its #170 holding.
  • Valmark Advisers first reported a position in iShares Russell Top 200 ETF in Q3 2020 and has held it in 24 quarters since.
  • Valmark Advisers's iShares Russell Top 200 ETF position peaked at $6.02M in Q4 2024.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.