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Waverly Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History

Waverly Advisors’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 		$6.5M Buy
35,166
+1,830
+5% +$329K 0.04% 378
2026
Q1 		$5.35M Buy
33,336
+1,942
+6% +$327K 0.04% 398
2025
Q4 		$5.36M Buy
31,394
+1,845
+6% +$312K 0.04% 357
2025
Q3 		$4.91M Buy
29,549
+2,363
+9% +$376K 0.05% 323
2025
Q2 		$4.16M Buy
27,186
+2,821
+12% +$398K 0.05% 337
2025
Q1 		$3.35M Buy
24,365
+567
+2% +$82.3K 0.04% 364
2024
Q4 		$3.44M Buy
+23,798
New +$3.44M 0.05% 274

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

Waverly Advisors's IWL Position: Q2 2026 in Review

Waverly Advisors increased its iShares Russell Top 200 ETF (IWL) stake by 5.5% in Q2 2026, buying an estimated $329K and bringing the position to 35,166 shares worth $6.5M. The position accounts for 0.04% of the portfolio, ranked #378.

Waverly Advisors first reported a position in IWL in Q4 2024 and has held it in 7 quarters since. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Waverly Advisors held 35,166 shares of iShares Russell Top 200 ETF worth $6.5M as of Q2 2026.
  • Waverly Advisors bought 1,830 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $329K.
  • iShares Russell Top 200 ETF made up 0.04% of Waverly Advisors's portfolio in Q2 2026, its #378 holding.
  • Waverly Advisors first reported a position in iShares Russell Top 200 ETF in Q4 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 Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.