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Veridan Wealth’s iShares Russell Top 200 ETF IWL Stock Holding History

Veridan Wealth’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 		$6.57M Sell
35,548
-1,010
-3% -$182K 2.24% 6
2026
Q1 		$5.87M Buy
36,558
+299
+0.8% +$50.4K 2.17% 9
2025
Q4 		$6.19M Buy
36,259
+41
+0.1% +$6.93K 2.08% 6
2025
Q3 		$6.02M Buy
+36,218
New +$5.76M 2.07% 6
2025
Q1 		$5.21M Buy
37,911
+6,491
+21% +$942K 2.35% 8
2024
Q4 		$4.64M Buy
+31,420
New +$4.55M 2.17% 9
2024
Q2 		$5.49M Buy
+35,825
New +$4.58M 2.2% 6

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

Veridan Wealth's IWL Position: Q2 2026 in Review

Veridan Wealth reduced its iShares Russell Top 200 ETF (IWL) stake by 2.8% in Q2 2026, selling an estimated $182K and leaving 35,548 shares worth $6.57M. The position accounts for 2.24% of the portfolio, ranked #6.

Veridan Wealth first reported a position in IWL in Q2 2024 and has held it in 7 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Veridan Wealth held 35,548 shares of iShares Russell Top 200 ETF worth $6.57M as of Q2 2026.
  • Veridan Wealth sold 1,010 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $182K.
  • iShares Russell Top 200 ETF made up 2.24% of Veridan Wealth's portfolio in Q2 2026, its #6 holding.
  • Veridan Wealth first reported a position in iShares Russell Top 200 ETF in Q2 2024 and has held it in 7 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Veridan Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.