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 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

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Winter & Associates St. Paul, Minnesota $133M AUM

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return