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

Arcadia Investment 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
Q3 		$14M Sell
73,396
-304
-0.4% -$57.2K 5.8% 3
2026
Q2 		$13.6M Buy
73,700
+993
+1% +$178K 5.75% 3
2026
Q1 		$11.7M Buy
72,707
+272
+0.4% +$45.8K 5.51% 3
2025
Q4 		$12.4M Sell
72,435
-764
-1% -$129K 5.75% 3
2025
Q3 		$12.2M Sell
73,199
-1,154
-2% -$184K 5.91% 3
2025
Q2 		$11.4M Buy
74,353
+979
+1% +$138K 5.9% 4
2025
Q1 		$10.1M Sell
73,374
-2,093
-3% -$304K 5.64% 6
2024
Q4 		$10.9M Sell
75,467
-4,439
-6% -$642K 5.95% 4
2024
Q3 		$11.2M Buy
79,906
+1,061
+1% +$144K 6.01% 4
2024
Q2 		$10.6M Buy
78,845
+1,976
+3% +$253K 6% 5
2024
Q1 		$9.77M Sell
76,869
-710
-0.9% -$86.1K 5.58% 6
2023
Q4 		$8.93M Buy
77,579
+10,836
+16% +$1.17M 5.38% 6
2023
Q3 		$6.9M Buy
66,743
+57,253
+603% +$6.14M 4.57% 7
2023
Q2 		$1.01M Buy
+9,490
New +$954K 0.66% 26

Other funds holding IWL

TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
NIM
Nicollet Investment Management Minneapolis, Minnesota $336M AUM 22.24% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Arcadia Investment Advisors's IWL Position: Q3 2026 in Review

Arcadia Investment Advisors reduced its iShares Russell Top 200 ETF (IWL) stake by 0.41% in Q3 2026, selling an estimated $57.2K and leaving 73,396 shares worth $14M. The position accounts for 5.8% of the portfolio, ranked #3.

Arcadia Investment Advisors first reported a position in IWL in Q2 2023 and has held it in 14 quarters since. 27 funds tracked by Wall St. Rank hold IWL as of Q3 2026.

  • Arcadia Investment Advisors held 73,396 shares of iShares Russell Top 200 ETF worth $14M as of Q3 2026.
  • Arcadia Investment Advisors sold 304 iShares Russell Top 200 ETF shares in Q3 2026, an estimated $57.2K.
  • iShares Russell Top 200 ETF made up 5.8% of Arcadia Investment Advisors's portfolio in Q3 2026, its #3 holding.
  • Arcadia Investment Advisors first reported a position in iShares Russell Top 200 ETF in Q2 2023 and has held it in 14 quarters since.
  • 27 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2026.

Based on Arcadia Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.