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Flagship Wealth Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History

Flagship Wealth 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
Q1 		$5.36K Buy
+35
New +$5.9K ﹤0.01% 312
2025
Q4 		– Sell
-35
Closed -$5.81K – 413
2025
Q3 		$5.81K Hold
35
– – ﹤0.01% 365
2025
Q2 		$5.36K Hold
35
– – ﹤0.01% 328
2025
Q1 		$4.81K Hold
35
– – ﹤0.01% 332
2024
Q4 		$5.07K Buy
+35
New +$5.07K ﹤0.01% 320

Other funds holding IWL

Morgan Stanley
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
GC
Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
RIS
Richmond Investment Services Mequon, Wisconsin $619M AUM 22.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return

Flagship Wealth Advisors's IWL Position: Q1 2026 in Review

Flagship Wealth Advisors opened a new position in iShares Russell Top 200 ETF (IWL) in Q1 2026: 35 shares worth $5.36K. The stake represents ﹤0.01% of the portfolio and ranks #312 among its holdings. This is a return to the name: Flagship Wealth Advisors previously reported a position in IWL as recently as Q3 2025.

Flagship Wealth Advisors first reported a position in IWL in Q4 2024 and has held it in 5 quarters since. The position peaked at $5.81K in Q3 2025. 225 funds tracked by Wall St. Rank hold IWL as of Q1 2026.

  • Flagship Wealth Advisors held 35 shares of iShares Russell Top 200 ETF worth $5.36K as of Q1 2026.
  • iShares Russell Top 200 ETF was a new Flagship Wealth Advisors position in Q1 2026.
  • iShares Russell Top 200 ETF made up ﹤0.01% of Flagship Wealth Advisors's portfolio in Q1 2026, its #312 holding.
  • Flagship Wealth Advisors first reported a position in iShares Russell Top 200 ETF in Q4 2024 and has held it in 5 quarters since.
  • Flagship Wealth Advisors's iShares Russell Top 200 ETF position peaked at $5.81K in Q3 2025.
  • 225 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.