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Farther Finance Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History

Farther Finance Advisors’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 		$658K Sell
3,461
-539
-13% -$101K ﹤0.01% 1387
2026
Q2 		$740K Sell
4,000
-958
-19% -$172K 0.01% 1284
2026
Q1 		$802K Sell
4,958
-290
-6% -$48.9K 0.01% 1117
2025
Q4 		$895K Buy
5,248
+5,203
+11,562% +$879K 0.01% 950
2025
Q3 		$7.47K Sell
45
-60
-57% -$9.55K ﹤0.01% 3573
2025
Q2 		$16.1K Sell
105
-147
-58% -$20.7K ﹤0.01% 2814
2025
Q1 		$34.8K Hold
252
– – ﹤0.01% 2087
2024
Q4 		$36.4K Buy
252
+1
+0.4% +$145 ﹤0.01% 1812
2024
Q3 		$35.2K Buy
+251
New +$34K ﹤0.01% 1824

Other funds holding IWL

TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
VEM
Vann Equity Management Plano, Texas $168M AUM

Farther Finance Advisors's IWL Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares Russell Top 200 ETF (IWL) stake by 13% in Q3 2026, selling an estimated $101K and leaving 3,461 shares worth $658K. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

Farther Finance Advisors first reported a position in IWL in Q3 2024 and has held it in 9 quarters since. The position peaked at $895K in Q4 2025. 17 funds tracked by Wall St. Rank hold IWL as of Q3 2026.

  • Farther Finance Advisors held 3,461 shares of iShares Russell Top 200 ETF worth $658K as of Q3 2026.
  • Farther Finance Advisors sold 539 iShares Russell Top 200 ETF shares in Q3 2026, an estimated $101K.
  • iShares Russell Top 200 ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1387 holding.
  • Farther Finance Advisors first reported a position in iShares Russell Top 200 ETF in Q3 2024 and has held it in 9 quarters since.
  • Farther Finance Advisors's iShares Russell Top 200 ETF position peaked at $895K in Q4 2025.
  • 17 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.