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Boyd Wealth Management’s iShares Russell Top 200 ETF IWL Stock Holding History

Boyd Wealth Management’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 		$2.56M Sell
13,466
-309
-2% -$58.2K 0.9% 18
2026
Q2 		$2.55M Sell
13,775
-306
-2% -$55K 0.96% 17
2026
Q1 		$2.26M Sell
14,081
-12
-0.1% -$2.02K 0.96% 18
2025
Q4 		$2.4M Sell
14,093
-4
-0% -$676 1.02% 18
2025
Q3 		$2.34M Sell
14,097
-1,213
-8% -$193K 1.01% 17
2025
Q2 		$2.34M Buy
15,310
+1,395
+10% +$197K 1.02% 18
2025
Q1 		$1.91M Buy
13,915
+3,498
+34% +$508K 0.95% 17
2024
Q4 		$1.51M Sell
10,417
-492
-5% -$71.2K 0.74% 21
2024
Q3 		$1.53M Sell
10,909
-28
-0.3% -$3.8K 0.78% 21
2024
Q2 		$1.47M Sell
10,937
-65
-0.6% -$8.31K 0.81% 22
2024
Q1 		$1.4M Buy
11,002
+14
+0.1% +$1.7K 0.8% 20
2023
Q4 		$1.26M Sell
10,988
-243
-2% -$26.3K 0.79% 21
2023
Q3 		$1.16M Sell
11,231
-219
-2% -$23.5K 0.78% 22
2023
Q2 		$1.22M Sell
11,450
-313
-3% -$31.4K 0.74% 23
2023
Q1 		$1.14M Buy
11,763
+15
+0.1% +$1.41K 0.79% 18
2022
Q4 		$1.06M Sell
11,748
-737
-6% -$66.9K 0.78% 19
2022
Q3 		$1.06M Sell
12,485
-2,359
-16% -$223K 0.85% 17
2022
Q2 		$1.33M Buy
14,844
+12,505
+535% +$1.22M 1.09% 15
2022
Q1 		$253K Sell
2,339
-3,099
-57% -$330K 0.19% 34
2021
Q4 		$620K Buy
+5,438
New +$600K 0.45% 26

Other funds holding IWL

Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Heck Capital Advisors
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
MF
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
First Citizens Bank & Trust
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
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

Boyd Wealth Management's IWL Position: Q3 2026 in Review

Boyd Wealth Management reduced its iShares Russell Top 200 ETF (IWL) stake by 2.2% in Q3 2026, selling an estimated $58.2K and leaving 13,466 shares worth $2.56M. The position accounts for 0.9% of the portfolio, ranked #18.

Boyd Wealth Management first reported a position in IWL in Q4 2021 and has held it in 20 quarters since. 50 funds tracked by Wall St. Rank hold IWL as of Q3 2026.

  • Boyd Wealth Management held 13,466 shares of iShares Russell Top 200 ETF worth $2.56M as of Q3 2026.
  • Boyd Wealth Management sold 309 iShares Russell Top 200 ETF shares in Q3 2026, an estimated $58.2K.
  • iShares Russell Top 200 ETF made up 0.9% of Boyd Wealth Management's portfolio in Q3 2026, its #18 holding.
  • Boyd Wealth Management first reported a position in iShares Russell Top 200 ETF in Q4 2021 and has held it in 20 quarters since.
  • 50 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2026.

Based on Boyd Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.