Capital Advisory Group Advisory Services’s iShares Russell Top 200 ETF IWL Stock Holding History

Capital Advisory Group Advisory Services’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 Q1	–	Sell	-3,575	Closed	-$610K	–	78
2025 Q4	$610K	Sell	3,575 -31	-0.9%	-$5.24K	0.18%	100
2025 Q3	$599K	Buy	3,606 +160	+5%	+$25.5K	0.19%	104
2025 Q2	$528K	Sell	3,446 -2,955	-46%	-$417K	0.19%	109
2025 Q1	$880K	Buy	6,401 +48	+0.8%	+$6.97K	0.34%	76
2024 Q4	$919K	Buy	6,353 +2,505	+65%	+$362K	0.33%	78
2024 Q3	$540K	Buy	3,848 +1,826	+90%	+$248K	0.22%	94
2024 Q2	$271K	Buy	+2,022	New	+$258K	0.12%	127

Other funds holding IWL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

RIS

Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

FreeGulliver LLC New Orleans, Louisiana $284M AUM 24.22% 1-Year Est. Return

Capital Advisory Group Advisory Services's IWL Position: Q1 2026 in Review

Capital Advisory Group Advisory Services sold out of iShares Russell Top 200 ETF (IWL) in Q1 2026, closing a stake of 3,575 shares — an estimated $610K sold.

Capital Advisory Group Advisory Services first reported a position in IWL in Q2 2024 and held it in 7 quarters. The position peaked at $919K in Q4 2024. 227 funds tracked by Wall St. Rank hold IWL as of Q1 2026.

Capital Advisory Group Advisory Services reported no remaining iShares Russell Top 200 ETF position as of Q1 2026 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 3,575 iShares Russell Top 200 ETF shares in Q1 2026, an estimated $610K.
Capital Advisory Group Advisory Services first reported a position in iShares Russell Top 200 ETF in Q2 2024 and held it in 7 quarters.
Capital Advisory Group Advisory Services's iShares Russell Top 200 ETF position peaked at $919K in Q4 2024.
227 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2026.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2026, filed 15 Apr 2026.