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Vise Technologies’s iShares Russell Top 200 ETF IWL Stock Holding History

Vise Technologies’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 		$1.96M Buy
10,619
+5,065
+91% +$910K 0.02% 545
2026
Q1 		$948K Hold
5,554
– – 0.02% 609
2025
Q4 		$948K Buy
+5,554
New +$938K 0.02% 613

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 $1.42B AUM 19.14% 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

Vise Technologies's IWL Position: Q2 2026 in Review

Vise Technologies increased its iShares Russell Top 200 ETF (IWL) stake by 91% in Q2 2026, buying an estimated $910K and bringing the position to 10,619 shares worth $1.96M. The position accounts for 0.02% of the portfolio, ranked #545.

Vise Technologies first reported a position in IWL in Q4 2025 and has held it in 3 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Vise Technologies held 10,619 shares of iShares Russell Top 200 ETF worth $1.96M as of Q2 2026.
  • Vise Technologies bought 5,065 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $910K.
  • iShares Russell Top 200 ETF made up 0.02% of Vise Technologies's portfolio in Q2 2026, its #545 holding.
  • Vise Technologies first reported a position in iShares Russell Top 200 ETF in Q4 2025 and has held it in 3 quarters since.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.