Wealth Enhancement Advisory Services
IWL icon

Wealth Enhancement Advisory Services’s iShares Russell Top 200 ETF IWL Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.4M Sell
7,497
-2,645
-26% -$475K ﹤0.01% 1838
2026
Q1 		$1.64M Sell
10,142
-2,031
-17% -$342K ﹤0.01% 1503
2025
Q4 		$2.1M Sell
12,173
-1,464
-11% -$247K ﹤0.01% 1483
2025
Q3 		$2.27M Sell
13,637
-218
-2% -$34.7K ﹤0.01% 1360
2025
Q2 		$2.15M Sell
13,855
-7,590
-35% -$1.07M ﹤0.01% 1324
2025
Q1 		$2.95M Sell
21,445
-1,561
-7% -$227K 0.01% 1045
2024
Q4 		$3.33M Sell
23,006
-181
-0.8% -$26.2K 0.01% 948
2024
Q3 		$3.26M Buy
23,187
+20,057
+641% +$2.72M 0.01% 864
2024
Q2 		$419K Sell
3,130
-823
-21% -$105K ﹤0.01% 1750
2024
Q1 		$503K Buy
3,953
+496
+14% +$60.1K ﹤0.01% 1584
2023
Q4 		$398K Sell
3,457
-208
-6% -$22.5K ﹤0.01% 1648
2023
Q3 		$379K Buy
+3,665
New +$393K ﹤0.01% 1598

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

Wealth Enhancement Advisory Services's IWL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares Russell Top 200 ETF (IWL) stake by 26% in Q2 2026, selling an estimated $475K and leaving 7,497 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1838.

Wealth Enhancement Advisory Services first reported a position in IWL in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.33M in Q4 2024. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 7,497 shares of iShares Russell Top 200 ETF worth $1.4M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 2,645 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $475K.
  • iShares Russell Top 200 ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1838 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Russell Top 200 ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's iShares Russell Top 200 ETF position peaked at $3.33M in Q4 2024.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.