IFG
TOPT

Independent Financial Group’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Independent Financial Group’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 		$6.25M Sell
189,977
-104,849
-36% -$3.4M 0.12% 169
2026
Q1 		$8.44M Buy
294,826
+223,712
+315% +$6.74M 0.19% 111
2025
Q4 		$2.22M Sell
71,114
-7,420
-9% -$230K 0.05% 363
2025
Q3 		$2.39M Buy
78,534
+980
+1% +$28.2K 0.06% 331
2025
Q2 		$2.12M Buy
77,554
+44,122
+132% +$1.1M 0.06% 322
2025
Q1 		$796K Buy
+33,432
New +$856K 0.03% 549

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
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 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

Independent Financial Group's TOPT Position: Q2 2026 in Review

Independent Financial Group reduced its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 36% in Q2 2026, selling an estimated $3.4M and leaving 189,977 shares worth $6.25M. The position accounts for 0.12% of the portfolio, ranked #169.

Independent Financial Group first reported a position in TOPT in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.44M in Q1 2026. 102 funds tracked by Wall St. Rank hold TOPT as of Q2 2026.

  • Independent Financial Group held 189,977 shares of iShares Top 20 U.S. Stocks ETF worth $6.25M as of Q2 2026.
  • Independent Financial Group sold 104,849 iShares Top 20 U.S. Stocks ETF shares in Q2 2026, an estimated $3.4M.
  • iShares Top 20 U.S. Stocks ETF made up 0.12% of Independent Financial Group's portfolio in Q2 2026, its #169 holding.
  • Independent Financial Group first reported a position in iShares Top 20 U.S. Stocks ETF in Q1 2025 and has held it in 6 quarters since.
  • Independent Financial Group's iShares Top 20 U.S. Stocks ETF position peaked at $8.44M in Q1 2026.
  • 102 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.