IWM
TOPT

IHT Wealth Management’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

IHT Wealth Management’s Portfolio TOPT Stock Details TOPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.4M Buy
224,723
+126,037
+128% +$4.09M 0.16% 128
2026
Q1 		$2.82M Buy
+98,686
New +$2.97M 0.07% 297

Other funds holding TOPT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $435M AUM 30.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CI
Ceera Investments Bellaire, Texas $236M AUM 1.22% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

IHT Wealth Management's TOPT Position: Q2 2026 in Review

IHT Wealth Management increased its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 128% in Q2 2026, buying an estimated $4.09M and bringing the position to 224,723 shares worth $7.4M. The position accounts for 0.16% of the portfolio, ranked #128.

IHT Wealth Management first reported a position in TOPT in Q1 2026 and has held it in 2 quarters since. 105 funds tracked by Wall St. Rank hold TOPT as of Q2 2026.

  • IHT Wealth Management held 224,723 shares of iShares Top 20 U.S. Stocks ETF worth $7.4M as of Q2 2026.
  • IHT Wealth Management bought 126,037 iShares Top 20 U.S. Stocks ETF shares in Q2 2026, an estimated $4.09M.
  • iShares Top 20 U.S. Stocks ETF made up 0.16% of IHT Wealth Management's portfolio in Q2 2026, its #128 holding.
  • IHT Wealth Management first reported a position in iShares Top 20 U.S. Stocks ETF in Q1 2026 and has held it in 2 quarters since.
  • 105 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.