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

HHM 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 Q2	$27.7K	Hold	150	–	–	﹤0.01%	481
2026 Q1	$24.1K	Hold	150	–	–	﹤0.01%	476
2025 Q4	$25.6K	Hold	150	–	–	﹤0.01%	458
2025 Q3	$24.9K	Hold	150	–	–	﹤0.01%	477
2025 Q2	$23K	Hold	150	–	–	﹤0.01%	488
2025 Q1	$20.6K	Hold	150	–	–	﹤0.01%	498
2024 Q4	$21.7K	Hold	150	–	–	﹤0.01%	490
2024 Q3	$21.1K	Hold	150	–	–	﹤0.01%	456
2024 Q2	$20.1K	Hold	150	–	–	﹤0.01%	448
2024 Q1	$19.1K	Buy	+150	New	+$18.2K	﹤0.01%	421

Other funds holding IWL

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

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

HHM Wealth Advisors's IWL Position: Q2 2026 in Review

HHM Wealth Advisors held its iShares Russell Top 200 ETF (IWL) position steady in Q2 2026 at 150 shares worth $27.7K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

HHM Wealth Advisors first reported a position in IWL in Q1 2024 and has held it in 10 quarters since. 74 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

HHM Wealth Advisors held 150 shares of iShares Russell Top 200 ETF worth $27.7K as of Q2 2026.
HHM Wealth Advisors left its iShares Russell Top 200 ETF share count unchanged in Q2 2026.
iShares Russell Top 200 ETF made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #481 holding.
HHM Wealth Advisors first reported a position in iShares Russell Top 200 ETF in Q1 2024 and has held it in 10 quarters since.
74 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.