Investors Research Corp’s iShares Russell Top 200 ETF IWL Stock Holding History

Investors Research Corp’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 Q2	$622K	Sell	3,362 -137	-4%	-$24.6K	0.11%	150
2026 Q1	$561K	Buy	3,499 +463	+15%	+$78K	0.11%	166
2025 Q4	$518K	Buy	3,036 +286	+10%	+$48.3K	0.09%	194
2025 Q3	$457K	Buy	2,750 +459	+20%	+$73K	0.08%	207
2025 Q2	$351K	Buy	2,291 +810	+55%	+$114K	0.07%	243
2025 Q1	$204K	Buy	1,481 +552	+59%	+$80.1K	0.04%	289
2024 Q4	$134K	Buy	929 +314	+51%	+$45.4K	0.03%	350
2024 Q3	$86.4K	Buy	615 +344	+127%	+$46.6K	0.02%	410
2024 Q2	$36.3K	Buy	+271	New	+$34.6K	0.01%	542

Other funds holding IWL

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Winter & Associates St. Paul, Minnesota $133M AUM

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return