INDEPENDENT FINANCIAL GROUP, LLC’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$7.73M Buy
2025
Q4
$2.22M Sell
2025
Q3
$2.39M Buy
2025
Q2
$2.12M Buy