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Garton & Associates Financial Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History

Garton & Associates Financial 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 		– Sell
-194
Closed -$33.1K – 406
2025
Q4 		$33.1K Buy
+194
New +$32.8K 0.02% 479

Other funds holding IWL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
RIS
Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $284M AUM 24.22% 1-Year Est. Return

Garton & Associates Financial Advisors's IWL Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of iShares Russell Top 200 ETF (IWL) in Q1 2026, closing a stake of 194 shares — an estimated $33.1K sold.

Garton & Associates Financial Advisors first reported a position in IWL in Q4 2025 and held it in 1 quarter. The position peaked at $33.1K in Q4 2025. 226 funds tracked by Wall St. Rank hold IWL as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining iShares Russell Top 200 ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 194 iShares Russell Top 200 ETF shares in Q1 2026, an estimated $33.1K.
  • Garton & Associates Financial Advisors first reported a position in iShares Russell Top 200 ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's iShares Russell Top 200 ETF position peaked at $33.1K in Q4 2025.
  • 226 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.