FPF
IWL icon

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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

First Pacific Financial's IWL Position: Q2 2026 in Review

First Pacific Financial reduced its iShares Russell Top 200 ETF (IWL) stake by 10% in Q2 2026, selling an estimated $9.89K and leaving 477 shares worth $88.2K. The position accounts for 0.01% of the portfolio, ranked #214.

First Pacific Financial first reported a position in IWL in Q3 2022 and has held it in 16 quarters since. The position peaked at $991K in Q3 2022. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • First Pacific Financial held 477 shares of iShares Russell Top 200 ETF worth $88.2K as of Q2 2026.
  • First Pacific Financial sold 55 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $9.89K.
  • iShares Russell Top 200 ETF made up 0.01% of First Pacific Financial's portfolio in Q2 2026, its #214 holding.
  • First Pacific Financial first reported a position in iShares Russell Top 200 ETF in Q3 2022 and has held it in 16 quarters since.
  • First Pacific Financial's iShares Russell Top 200 ETF position peaked at $991K in Q3 2022.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.