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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
Q3 		$2.41M Hold
12,652
– – 0.49% 38
2026
Q2 		$2.34M Sell
12,652
-20
-0.2% -$3.6K 0.47% 41
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 		$2.68M 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 		$2.28M 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

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

Compton Wealth Advisory Group's IWL Position: Q3 2026 in Review

Compton Wealth Advisory Group held its iShares Russell Top 200 ETF (IWL) position steady in Q3 2026 at 12,652 shares worth $2.41M. The position accounts for 0.49% of the portfolio, ranked #38.

Compton Wealth Advisory Group first reported a position in IWL in Q2 2020 and has held it in 26 quarters since. The position peaked at $4.71M in Q1 2023. 45 funds tracked by Wall St. Rank hold IWL as of Q3 2026.

  • Compton Wealth Advisory Group held 12,652 shares of iShares Russell Top 200 ETF worth $2.41M as of Q3 2026.
  • Compton Wealth Advisory Group left its iShares Russell Top 200 ETF share count unchanged in Q3 2026.
  • iShares Russell Top 200 ETF made up 0.49% of Compton Wealth Advisory Group's portfolio in Q3 2026, its #38 holding.
  • Compton Wealth Advisory Group first reported a position in iShares Russell Top 200 ETF in Q2 2020 and has held it in 26 quarters since.
  • Compton Wealth Advisory Group's iShares Russell Top 200 ETF position peaked at $4.71M in Q1 2023.
  • 45 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q3 2026, filed 13 Oct 2026.