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Winter & Associates’s iShares Russell Top 200 ETF IWL Stock Holding History

Winter & Associates’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 		$6.38M Buy
34,510
+14,435
+72% +$2.59M 4.8% 6
2026
Q1 		$3.27M Buy
20,075
+6,731
+50% +$1.13M 2.86% 14
2025
Q4 		$2.28M Buy
+13,344
New +$2.25M 2.1% 15

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

Winter & Associates's IWL Position: Q2 2026 in Review

Winter & Associates increased its iShares Russell Top 200 ETF (IWL) stake by 72% in Q2 2026, buying an estimated $2.59M and bringing the position to 34,510 shares worth $6.38M. The position accounts for 4.8% of the portfolio, ranked #6.

Winter & Associates 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.

  • Winter & Associates held 34,510 shares of iShares Russell Top 200 ETF worth $6.38M as of Q2 2026.
  • Winter & Associates bought 14,435 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $2.59M.
  • iShares Russell Top 200 ETF made up 4.8% of Winter & Associates's portfolio in Q2 2026, its #6 holding.
  • Winter & Associates 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 Winter & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.