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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$251K Hold
2025
Q4
$274K Hold
2025
Q3
$267K Hold
2025
Q2
$240K Buy