Armis Advisers’s iShares Russell Top 200 ETF IWL Stock Holding History

Armis Advisers’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	$2.2M	Sell	11,811 -263	-2%	-$47.3K	0.2%	83
2026 Q1	$2.23M	Hold	12,074	–	–	0.22%	78
2025 Q4	$1.94M	Buy	+12,074	New	+$2.04M	0.22%	80
2025 Q3	–	Sell	-13,635	Closed	-$2.09M	–	432
2025 Q2	$2.09M	Sell	13,635 -162	-1%	-$22.8K	0.17%	112
2025 Q1	$1.9M	Buy	13,797 +2,849	+26%	+$413K	0.18%	109
2024 Q4	$1.58M	Buy	+10,948	New	+$1.58M	0.19%	93

Other funds holding IWL

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

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

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 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

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

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

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return

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