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Compton Wealth Advisory Group’s iShares Russell Top 200 ETF IWL Stock Holding History

Compton Wealth Advisory Group’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 		$2.05M Sell
12,672
-225
-2% -$37.9K 0.46% 41
2025
Q4 		$2.2M Hold
12,897
– – 0.48% 42
2025
Q3 		$2.14M Hold
12,897
– – 0.5% 39
2025
Q2 		$1.97M Sell
12,897
-3,157
-20% -$445K 0.5% 38
2025
Q1 		$2.21M Hold
16,054
– – 0.61% 35
2024
Q4 		$2.32M Hold
16,054
– – 0.6% 35
2024
Q3 		$2.25M Sell
16,054
-270
-2% -$36.6K 0.57% 38
2024
Q2 		$2.19M Sell
16,324
-258
-2% -$33K 0.58% 37
2024
Q1 		$2.11M Hold
16,582
– – 0.58% 37
2023
Q4 		$1.91M Hold
16,582
– – 0.6% 34
2023
Q3 		$1.71M Sell
16,582
-265
-2% -$28.4K 0.59% 34
2023
Q2 		$1.8M Sell
16,847
-31,601
-65% -$3.18M 0.6% 35
2023
Q1 		$4.71M Buy
48,448
+17,681
+57% +$1.66M 1.63% 18
2022
Q4 		$2.77M Buy
30,767
+1,633
+6% +$148K 1.08% 24
2022
Q3 		$2.47M Buy
29,134
+3,240
+13% +$306K 1.05% 23
2022
Q2 		$2.33M Buy
25,894
+1,048
+4% +$102K 1% 22
2022
Q1 		$2.69M Buy
24,846
+504
+2% +$53.7K 1.04% 23
2021
Q4 		$2.77M Buy
24,342
+2,171
+10% +$239K 1.19% 22
2021
Q3 		$2.29M Buy
22,171
+698
+3% +$74.1K 1.07% 25
2021
Q2 		$2.21M Buy
21,473
+623
+3% +$62.2K 1.03% 27
2021
Q1 		$1.98M Sell
20,850
-110
-0.5% -$10.2K 1.13% 26
2020
Q4 		$1.89M Buy
20,960
+436
+2% +$37.3K 1.18% 25
2020
Q3 		$1.67M Buy
20,524
+13,820
+206% +$1.11M 1.25% 23
2020
Q2 		$496K Buy
+6,704
New +$469K 0.53% 49

Other funds holding IWL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
RIS
Richmond Investment Services Mequon, Wisconsin $619M AUM 22.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return

Compton Wealth Advisory Group's IWL Position: Q1 2026 in Review

Compton Wealth Advisory Group reduced its iShares Russell Top 200 ETF (IWL) stake by 1.7% in Q1 2026, selling an estimated $37.9K and leaving 12,672 shares worth $2.05M. The position accounts for 0.46% of the portfolio, ranked #41.

Compton Wealth Advisory Group first reported a position in IWL in Q2 2020 and has held it in 24 quarters since. The position peaked at $4.71M in Q1 2023. 225 funds tracked by Wall St. Rank hold IWL as of Q1 2026.

  • Compton Wealth Advisory Group held 12,672 shares of iShares Russell Top 200 ETF worth $2.05M as of Q1 2026.
  • Compton Wealth Advisory Group sold 225 iShares Russell Top 200 ETF shares in Q1 2026, an estimated $37.9K.
  • iShares Russell Top 200 ETF made up 0.46% of Compton Wealth Advisory Group's portfolio in Q1 2026, its #41 holding.
  • Compton Wealth Advisory Group first reported a position in iShares Russell Top 200 ETF in Q2 2020 and has held it in 24 quarters since.
  • Compton Wealth Advisory Group's iShares Russell Top 200 ETF position peaked at $4.71M in Q1 2023.
  • 225 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q1 2026, filed 14 Apr 2026.