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Woodard & Company Asset Management Group’s iShares Russell Top 200 ETF IWL Stock Holding History

Woodard & Company Asset Management Group’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 		$13.5M Buy
72,990
+66
+0.1% +$11.9K 1.95% 17
2026
Q1 		$11.7M Sell
72,924
-516
-0.7% -$87K 1.87% 16
2025
Q4 		$12.5M Sell
73,440
-18,404
-20% -$3.11M 1.98% 13
2025
Q3 		$15.3M Sell
91,844
-1,116
-1% -$178K 2.48% 12
2025
Q2 		$14.2M Buy
92,960
+194
+0.2% +$27.3K 2.61% 11
2025
Q1 		$12.7M Sell
92,766
-857
-0.9% -$124K 2.66% 10
2024
Q4 		$13.5M Buy
93,623
+1,971
+2% +$285K 2.92% 9
2024
Q3 		$12.9M Sell
91,652
-7,345
-7% -$996K 2.89% 10
2024
Q2 		$13.3M Buy
98,997
+5,353
+6% +$684K 3.3% 8
2024
Q1 		$11.9M Sell
93,644
-8,081
-8% -$980K 3.17% 8
2023
Q4 		$11.7M Sell
101,725
-15,802
-13% -$1.71M 3.41% 8
2023
Q3 		$12.1M Buy
117,527
+39,520
+51% +$4.24M 4.12% 7
2023
Q2 		$8.32M Buy
78,007
+3,549
+5% +$357K 2.76% 9
2023
Q1 		$7.25M Sell
74,458
-2,461
-3% -$232K 2.52% 9
2022
Q4 		$6.92M Buy
76,919
+2,291
+3% +$208K 2.45% 8
2022
Q3 		$6.34M Sell
74,628
-1,860
-2% -$176K 2.92% 7
2022
Q2 		$6.87M Sell
76,488
-8,154
-10% -$793K 2.82% 8
2022
Q1 		$9.15M Buy
84,642
+76,144
+896% +$8.12M 3.82% 5
2021
Q4 		$968K Sell
8,498
-1,686
-17% -$186K 0.46% 35
2021
Q3 		$1.05M Sell
10,184
-301
-3% -$31.9K 0.65% 25
2021
Q2 		$1.08M Sell
10,485
-440
-4% -$43.9K 0.64% 28
2021
Q1 		$1.03M Sell
10,925
-173,817
-94% -$16.1M 0.66% 28
2020
Q4 		$16.7M Sell
184,742
-16,318
-8% -$1.39M 10.23% 2
2020
Q3 		$16.3M Sell
201,060
-15,017
-7% -$1.2M 10.68% 2
2020
Q2 		$16M Sell
216,077
-11,433
-5% -$800K 10.81% 2
2020
Q1 		$14M Sell
227,510
-12,996
-5% -$933K 10.06% 3
2019
Q4 		$18.1M Sell
240,506
-1,759
-0.7% -$126K 10.88% 3
2019
Q3 		$16.7M Buy
242,265
+238,865
+7,025% +$16.4M 10.61% 3
2019
Q2 		$231K Buy
+3,400
New +$227K 1.78% 22

Other funds holding IWL

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
RIS
Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Woodard & Company Asset Management Group's IWL Position: Q2 2026 in Review

Woodard & Company Asset Management Group increased its iShares Russell Top 200 ETF (IWL) stake by 0.09% in Q2 2026, buying an estimated $11.9K and bringing the position to 72,990 shares worth $13.5M. The position accounts for 1.95% of the portfolio, ranked #17.

Woodard & Company Asset Management Group first reported a position in IWL in Q2 2019 and has held it in 29 quarters since. The position peaked at $18.1M in Q4 2019. 98 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Woodard & Company Asset Management Group held 72,990 shares of iShares Russell Top 200 ETF worth $13.5M as of Q2 2026.
  • Woodard & Company Asset Management Group bought 66 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $11.9K.
  • iShares Russell Top 200 ETF made up 1.95% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #17 holding.
  • Woodard & Company Asset Management Group first reported a position in iShares Russell Top 200 ETF in Q2 2019 and has held it in 29 quarters since.
  • Woodard & Company Asset Management Group's iShares Russell Top 200 ETF position peaked at $18.1M in Q4 2019.
  • 98 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.