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IFG Advisory’s iShares Russell Top 200 ETF IWL Stock Holding History

IFG Advisory’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
2025
Q4 		– Sell
-1,567
Closed -$260K – 773
2025
Q3 		$260K Buy
+1,567
New +$249K 0.01% 677

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
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return
RIS
Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $284M AUM 24.22% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

IFG Advisory's IWL Position: Q4 2025 in Review

IFG Advisory sold out of iShares Russell Top 200 ETF (IWL) in Q4 2025, closing a stake of 1,567 shares — an estimated $260K sold.

IFG Advisory first reported a position in IWL in Q3 2025 and held it in 1 quarter. The position peaked at $260K in Q3 2025. 221 funds tracked by Wall St. Rank hold IWL as of Q4 2025.

  • IFG Advisory reported no remaining iShares Russell Top 200 ETF position as of Q4 2025 after selling out during the quarter.
  • IFG Advisory sold 1,567 iShares Russell Top 200 ETF shares in Q4 2025, an estimated $260K.
  • IFG Advisory first reported a position in iShares Russell Top 200 ETF in Q3 2025 and held it in 1 quarter.
  • IFG Advisory's iShares Russell Top 200 ETF position peaked at $260K in Q3 2025.
  • 221 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q4 2025.

Based on IFG Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.