First Pacific Financial’s iShares Russell Top 200 ETF IWL Stock Holding History

First Pacific Financial’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	$85.3K	Buy	532 +1	+0.2%	+$169	0.01%	212
2025 Q4	$90.5K	Sell	531 -51	-9%	-$8.62K	0.01%	204
2025 Q3	$96.7K	Sell	582 -58	-9%	-$9.23K	0.01%	200
2025 Q2	$98K	Buy	640 +2	+0.3%	+$282	0.01%	203
2025 Q1	$87.7K	Sell	638 -1,916	-75%	-$278K	0.02%	169
2024 Q4	$370K	Sell	2,554 -116	-4%	-$16.8K	0.09%	114
2024 Q3	$375K	Sell	2,670 -63	-2%	-$8.54K	0.09%	112
2024 Q2	$366K	Sell	2,733 -161	-6%	-$20.6K	0.09%	105
2024 Q1	$368K	Sell	2,894 -1	-0%	-$121	0.1%	105
2023 Q4	$333K	Buy	2,895 +580	+25%	+$62.7K	0.1%	106
2023 Q3	$239K	Hold	2,315	–	–	0.11%	101
2023 Q2	$247K	Sell	2,315 -597	-21%	-$60K	0.1%	103
2023 Q1	$283K	Sell	2,912 -7,780	-73%	-$732K	0.13%	102
2022 Q4	$962K	Sell	10,692 -984	-8%	-$89.3K	0.47%	38
2022 Q3	$991K	Buy	+11,676	New	+$1.1M	0.57%	25

Other funds holding IWL

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

Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return

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

Richmond Investment Services Mequon, Wisconsin $619M AUM 22.39% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return