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

Capital Investment 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 Q2	$370K	Hold	2,000	–	–	0.02%	515
2026 Q1	$321K	Hold	2,000	–	–	0.02%	496
2025 Q4	$341K	Hold	2,000	–	–	0.02%	470
2025 Q3	$332K	Hold	2,000	–	–	0.03%	457
2025 Q2	$306K	Hold	2,000	–	–	0.03%	450
2025 Q1	$275K	Hold	2,000	–	–	0.02%	459
2024 Q4	$289K	Hold	2,000	–	–	0.03%	410
2024 Q3	$281K	Hold	2,000	–	–	0.03%	418
2024 Q2	$268K	Hold	2,000	–	–	0.03%	416
2024 Q1	$254K	Sell	2,000 -400	-17%	-$48.5K	0.03%	435
2023 Q4	$276K	Sell	2,400 -106	-4%	-$11.5K	0.03%	415
2023 Q3	$259K	Buy	2,506 +506	+25%	+$54.3K	0.03%	406
2023 Q2	$213K	Hold	2,000	–	–	0.02%	445
2023 Q1	$195K	Hold	2,000	–	–	0.02%	463
2022 Q4	$180K	Sell	2,000 -1,143	-36%	-$104K	0.02%	473
2022 Q3	$267K	Hold	3,143	–	–	0.03%	366
2022 Q2	$282K	Hold	3,143	–	–	0.03%	368
2022 Q1	$340K	Buy	+3,143	New	+$335K	0.04%	364

Other funds holding IWL

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

HCA

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

SFS

Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

AAS

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Capital Investment Advisory Services's IWL Position: Q2 2026 in Review

Capital Investment Advisory Services held its iShares Russell Top 200 ETF (IWL) position steady in Q2 2026 at 2,000 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #515.

Capital Investment Advisory Services first reported a position in IWL in Q1 2022 and has held it in 18 quarters since. 66 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

Capital Investment Advisory Services held 2,000 shares of iShares Russell Top 200 ETF worth $370K as of Q2 2026.
Capital Investment Advisory Services left its iShares Russell Top 200 ETF share count unchanged in Q2 2026.
iShares Russell Top 200 ETF made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #515 holding.
Capital Investment Advisory Services first reported a position in iShares Russell Top 200 ETF in Q1 2022 and has held it in 18 quarters since.
66 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.