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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
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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
RIS
Richmond Investment Services Mequon, Wisconsin $619M AUM 22.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return

Vise Technologies's IWL Position: Q1 2026 in Review

Vise Technologies held its iShares Russell Top 200 ETF (IWL) position steady in Q1 2026 at 5,554 shares worth $948K. The position accounts for 0.02% of the portfolio, ranked #609.

Vise Technologies first reported a position in IWL in Q4 2025 and has held it in 2 quarters since. 225 funds tracked by Wall St. Rank hold IWL as of Q1 2026.

  • Vise Technologies held 5,554 shares of iShares Russell Top 200 ETF worth $948K as of Q1 2026.
  • Vise Technologies left its iShares Russell Top 200 ETF share count unchanged in Q1 2026.
  • iShares Russell Top 200 ETF made up 0.02% of Vise Technologies's portfolio in Q1 2026, its #609 holding.
  • Vise Technologies first reported a position in iShares Russell Top 200 ETF in Q4 2025 and has held it in 2 quarters since.
  • 225 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.