IFP Advisors
IWL icon

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

IFP 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
Q3 		$697K Sell
3,664
-7
-0.2% -$1.32K 0.01% 907
2026
Q2 		$679K Buy
3,671
+2,868
+357% +$516K 0.01% 910
2026
Q1 		$129K Buy
803
+484
+152% +$81.6K ﹤0.01% 1663
2025
Q4 		$54.4K Sell
319
-38
-11% -$6.42K ﹤0.01% 2150
2025
Q3 		$59.3K Sell
357
-245
-41% -$39K ﹤0.01% 1986
2025
Q2 		$92.2K Sell
602
-819
-58% -$115K ﹤0.01% 1684
2025
Q1 		$195K Sell
1,421
-190
-12% -$27.6K 0.01% 1187
2024
Q4 		$233K Sell
1,611
-23
-1% -$3.33K 0.01% 1055
2024
Q3 		$229K Sell
1,634
-48,654
-97% -$6.6M 0.01% 1023
2024
Q2 		$6.74M Sell
50,288
-641
-1% -$81.9K 0.27% 77
2024
Q1 		$6.47M Buy
50,929
+50,166
+6,575% +$6.08M 0.28% 77
2023
Q4 		$87.8K Hold
763
– – ﹤0.01% 1302
2023
Q3 		$78.9K Hold
763
– – ﹤0.01% 1369
2023
Q2 		$81.4K Hold
763
– – ﹤0.01% 1408
2023
Q1 		$48.3K Sell
763
-316
-29% -$29.7K ﹤0.01% 1589
2022
Q4 		$68K Hold
1,079
– – ﹤0.01% 2013
2022
Q3 		$68K Hold
1,079
– – ﹤0.01% 2142
2022
Q2 		$68K Hold
1,079
– – ﹤0.01% 1945
2022
Q1 		$68K Buy
+1,079
New +$115K ﹤0.01% 1944
2019
Q1 		– Sell
-234
Closed -$14K – 2880
2018
Q4 		$14K Hold
234
– – ﹤0.01% 2330
2018
Q3 		$16K Hold
234
– – ﹤0.01% 2581
2018
Q2 		$15K Buy
+234
New +$14.6K ﹤0.01% 2645
2017
Q4 		– Sell
-126
Closed -$7K – 3947
2017
Q3 		$7K Hold
126
– – ﹤0.01% 3223
2017
Q2 		$7K Hold
126
– – ﹤0.01% 3225
2017
Q1 		$7K Hold
126
– – ﹤0.01% 3127
2016
Q4 		$6K Hold
126
– – ﹤0.01% 3195
2016
Q3 		$6K Hold
126
– – ﹤0.01% 3135
2016
Q2 		$6K Buy
+126
New +$5.96K ﹤0.01% 3029
2016
Q1 		– Sell
-126
Closed -$6K – 2885
2015
Q4 		$6K Buy
+126
New +$5.92K ﹤0.01% 2864

Other funds holding IWL

Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Searcy Financial Services
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
Manchester Financial
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
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Nicollet Investment Management
Nicollet Investment Management Minneapolis, Minnesota $336M AUM 22.24% 1-Year Est. Return
ShoreHaven Wealth Partners
ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

IFP Advisors's IWL Position: Q3 2026 in Review

IFP Advisors reduced its iShares Russell Top 200 ETF (IWL) stake by 0.19% in Q3 2026, selling an estimated $1.32K and leaving 3,664 shares worth $697K. The position accounts for 0.01% of the portfolio, ranked #907.

IFP Advisors first reported a position in IWL in Q4 2015 and has held it in 29 quarters since. The position peaked at $6.74M in Q2 2024. 75 funds tracked by Wall St. Rank hold IWL as of Q3 2026.

  • IFP Advisors held 3,664 shares of iShares Russell Top 200 ETF worth $697K as of Q3 2026.
  • IFP Advisors sold 7 iShares Russell Top 200 ETF shares in Q3 2026, an estimated $1.32K.
  • iShares Russell Top 200 ETF made up 0.01% of IFP Advisors's portfolio in Q3 2026, its #907 holding.
  • IFP Advisors first reported a position in iShares Russell Top 200 ETF in Q4 2015 and has held it in 29 quarters since.
  • IFP Advisors's iShares Russell Top 200 ETF position peaked at $6.74M in Q2 2024.
  • 75 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.