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AFT Forsyth & Company’s iShares Russell Top 200 ETF IWL Stock Holding History

AFT Forsyth & Company’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 		$507K Hold
3,159
– – 0.24% 74
2025
Q4 		$539K Buy
3,159
+1
+0% +$169 0.23% 75
2025
Q3 		$525K Buy
3,158
+1
+0% +$159 0.25% 71
2025
Q2 		$483K Buy
3,157
+1
+0% +$141 0.25% 74
2025
Q1 		$434K Buy
3,156
+1
+0% +$145 0.23% 88
2024
Q4 		$457K Buy
3,155
+1
+0% +$145 0.22% 87
2024
Q3 		$443K Buy
3,154
+1
+0% +$136 0.22% 89
2024
Q2 		$422K Buy
3,153
+1
+0% +$128 0.21% 93
2024
Q1 		$401K Buy
3,152
+1
+0% +$121 0.23% 94
2023
Q4 		$363K Buy
3,151
+3
+0.1% +$325 0.23% 96
2023
Q3 		$325K Hold
3,148
– – 0.24% 101
2023
Q2 		$336K Buy
3,148
+1
+0% +$100 0.24% 103
2023
Q1 		$306K Buy
3,147
+1
+0% +$94 0.24% 108
2022
Q4 		$283K Buy
3,146
+3
+0.1% +$272 0.24% 106
2022
Q3 		$267K Hold
3,143
– – 0.24% 112
2022
Q2 		$282K Buy
3,143
+1
+0% +$97 0.23% 113
2022
Q1 		$340K Buy
3,142
+1
+0% +$107 0.22% 115
2021
Q4 		$358K Buy
3,141
+1
+0% +$110 0.18% 119
2021
Q3 		$324K Hold
3,140
– – 0.17% 124
2021
Q2 		$323K Hold
3,140
– – 0.17% 128
2021
Q1 		$297K Hold
3,140
– – 0.18% 128
2020
Q4 		$284K Hold
3,140
– – 0.18% 127
2020
Q3 		$255K Hold
3,140
– – 0.19% 118
2020
Q2 		$232K Buy
+3,140
New +$220K 0.2% 114
2020
Q1 		– Sell
-3,410
Closed -$256K – 136
2019
Q4 		$256K Hold
3,410
– – 0.2% 123
2019
Q3 		$235K Hold
3,410
– – 0.19% 125
2019
Q2 		$232K Hold
3,410
– – 0.19% 128
2019
Q1 		$224K Buy
+3,410
New +$215K 0.19% 128
2018
Q4 		– Sell
-3,410
Closed -$230K – 141
2018
Q3 		$230K Hold
3,410
– – 0.19% 131
2018
Q2 		$215K Hold
3,410
– – 0.19% 131
2018
Q1 		$207K Hold
3,410
– – 0.19% 130
2017
Q4 		$210K Buy
+3,410
New +$204K 0.21% 125
2013
Q3 		$74K Buy
1,955
+50
+3% +$1.9K 0.1% 149
2013
Q2 		$70K Buy
+1,905
New +$69.7K 0.1% 145

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

AFT Forsyth & Company's IWL Position: Q1 2026 in Review

AFT Forsyth & Company held its iShares Russell Top 200 ETF (IWL) position steady in Q1 2026 at 3,159 shares worth $507K. The position accounts for 0.24% of the portfolio, ranked #74.

AFT Forsyth & Company first reported a position in IWL in Q2 2013 and has held it in 34 quarters since. The position peaked at $539K in Q4 2025. 225 funds tracked by Wall St. Rank hold IWL as of Q1 2026.

  • AFT Forsyth & Company held 3,159 shares of iShares Russell Top 200 ETF worth $507K as of Q1 2026.
  • AFT Forsyth & Company left its iShares Russell Top 200 ETF share count unchanged in Q1 2026.
  • iShares Russell Top 200 ETF made up 0.24% of AFT Forsyth & Company's portfolio in Q1 2026, its #74 holding.
  • AFT Forsyth & Company first reported a position in iShares Russell Top 200 ETF in Q2 2013 and has held it in 34 quarters since.
  • AFT Forsyth & Company's iShares Russell Top 200 ETF position peaked at $539K in Q4 2025.
  • 225 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2026.

Based on AFT Forsyth & Company's 13F filing for Q1 2026, filed 14 May 2026.