FPF
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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
Q3 		$90.9K Buy
478
+1
+0.2% +$188 0.01% 234
2026
Q2 		$88.2K Sell
477
-55
-10% -$9.89K 0.01% 214
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

TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
HCA
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
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return

First Pacific Financial's IWL Position: Q3 2026 in Review

First Pacific Financial increased its iShares Russell Top 200 ETF (IWL) stake by 0.21% in Q3 2026, buying an estimated $188 and bringing the position to 478 shares worth $90.9K. The position accounts for 0.01% of the portfolio, ranked #234.

First Pacific Financial first reported a position in IWL in Q3 2022 and has held it in 17 quarters since. The position peaked at $991K in Q3 2022. 32 funds tracked by Wall St. Rank hold IWL as of Q3 2026.

  • First Pacific Financial held 478 shares of iShares Russell Top 200 ETF worth $90.9K as of Q3 2026.
  • First Pacific Financial bought 1 iShares Russell Top 200 ETF share in Q3 2026, an estimated $188.
  • iShares Russell Top 200 ETF made up 0.01% of First Pacific Financial's portfolio in Q3 2026, its #234 holding.
  • First Pacific Financial first reported a position in iShares Russell Top 200 ETF in Q3 2022 and has held it in 17 quarters since.
  • First Pacific Financial's iShares Russell Top 200 ETF position peaked at $991K in Q3 2022.
  • 32 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.