Holos Integrated Wealth’s iShares Russell Top 200 ETF IWL Stock Holding History

Holos Integrated Wealth’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	$6.68M	Buy	35,048 +1,199	+4%	+$226K	3%	12
2026 Q2	$6.27M	Buy	33,849 +927	+3%	+$167K	2.93%	13
2026 Q1	$5.36M	Sell	32,922 -2,719	-8%	-$458K	2.71%	13
2025 Q4	$6.08M	Sell	35,641 -1,477	-4%	-$250K	3.4%	8
2025 Q3	$6.05M	Buy	37,118 +41	+0.1%	+$6.52K	3.56%	10
2025 Q2	$5.88M	Sell	37,077 -93	-0.3%	-$13.1K	3.53%	10
2025 Q1	$5.11M	Sell	37,170 -20,008	-35%	-$2.9M	3.35%	10
2024 Q4	$8.27M	Buy	+57,178	New	+$8.27M	5.66%	5

Other funds holding IWL

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return

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 Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Nicollet Investment Management Minneapolis, Minnesota $336M AUM 22.24% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

Holos Integrated Wealth's IWL Position: Q3 2026 in Review

Holos Integrated Wealth increased its iShares Russell Top 200 ETF (IWL) stake by 3.5% in Q3 2026, buying an estimated $226K and bringing the position to 35,048 shares worth $6.68M. The position accounts for 3% of the portfolio, ranked #12.

Holos Integrated Wealth first reported a position in IWL in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.27M in Q4 2024. 65 funds tracked by Wall St. Rank hold IWL as of Q3 2026.

Holos Integrated Wealth held 35,048 shares of iShares Russell Top 200 ETF worth $6.68M as of Q3 2026.
Holos Integrated Wealth bought 1,199 iShares Russell Top 200 ETF shares in Q3 2026, an estimated $226K.
iShares Russell Top 200 ETF made up 3% of Holos Integrated Wealth's portfolio in Q3 2026, its #12 holding.
Holos Integrated Wealth first reported a position in iShares Russell Top 200 ETF in Q4 2024 and has held it in 8 quarters since.
Holos Integrated Wealth's iShares Russell Top 200 ETF position peaked at $8.27M in Q4 2024.
65 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.