HRT Financial’s iShares Russell Top 200 ETF IWL Stock Holding History

HRT 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 Q1	$242K	Buy	+1,508	New	+$254K	﹤0.01%	3068
2025 Q4	–	Sell	-2,366	Closed	-$392K	–	3587
2025 Q3	$392K	Buy	+2,366	New	+$376K	﹤0.01%	2015
2025 Q2	–	Sell	-2,940	Closed	-$403K	–	3095
2025 Q1	$403K	Buy	2,940 +1,550	+112%	+$225K	﹤0.01%	1597
2024 Q4	$201K	Buy	+1,390	New	+$201K	﹤0.01%	1936
2022 Q3	–	Sell	-23,280	Closed	-$2.09M	–	3154
2022 Q2	$2.09M	Buy	+23,280	New	+$2.26M	0.02%	554

Other funds holding IWL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gilbert & Cook West Des Moines, Iowa $774M AUM 17% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return

HRT Financial's IWL Position: Q1 2026 in Review

HRT Financial opened a new position in iShares Russell Top 200 ETF (IWL) in Q1 2026: 1,508 shares worth $242K. The stake represents ﹤0.01% of the portfolio and ranks #3068 among its holdings. This is a return to the name: HRT Financial previously reported a position in IWL as recently as Q3 2025.

HRT Financial first reported a position in IWL in Q2 2022 and has held it in 5 quarters since. The position peaked at $2.09M in Q2 2022. 225 funds tracked by Wall St. Rank hold IWL as of Q1 2026.

HRT Financial held 1,508 shares of iShares Russell Top 200 ETF worth $242K as of Q1 2026.
iShares Russell Top 200 ETF was a new HRT Financial position in Q1 2026.
iShares Russell Top 200 ETF made up ﹤0.01% of HRT Financial's portfolio in Q1 2026, its #3068 holding.
HRT Financial first reported a position in iShares Russell Top 200 ETF in Q2 2022 and has held it in 5 quarters since.
HRT Financial's iShares Russell Top 200 ETF position peaked at $2.09M in Q2 2022.
225 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.