IWP
TOPT

Insight Wealth Partners’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

Insight Wealth Partners’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 		– Sell
-27,469
Closed -$786K – 143
2026
Q1 		$786K Sell
27,469
-5,720
-17% -$172K 0.11% 68
2025
Q4 		$1.04M Buy
33,189
+21,108
+175% +$654K 0.14% 49
2025
Q3 		$368K Buy
12,081
+3,466
+40% +$99.7K 0.11% 81
2025
Q2 		$235K Hold
8,615
– – 0.09% 99
2025
Q1 		$205K Buy
+8,615
New +$221K 0.03% 106

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

Insight Wealth Partners's TOPT Position: Q2 2026 in Review

Insight Wealth Partners sold out of iShares Top 20 U.S. Stocks ETF (TOPT) in Q2 2026, closing a stake of 27,469 shares — an estimated $786K sold.

Insight Wealth Partners first reported a position in TOPT in Q1 2025 and held it in 5 quarters. The position peaked at $1.04M in Q4 2025. 105 funds tracked by Wall St. Rank hold TOPT as of Q2 2026.

  • Insight Wealth Partners reported no remaining iShares Top 20 U.S. Stocks ETF position as of Q2 2026 after selling out during the quarter.
  • Insight Wealth Partners sold 27,469 iShares Top 20 U.S. Stocks ETF shares in Q2 2026, an estimated $786K.
  • Insight Wealth Partners first reported a position in iShares Top 20 U.S. Stocks ETF in Q1 2025 and held it in 5 quarters.
  • Insight Wealth Partners's iShares Top 20 U.S. Stocks ETF position peaked at $1.04M in Q4 2025.
  • 105 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.