Kovitz Investment Group Partners
IWL icon

Kovitz Investment Group Partners’s iShares Russell Top 200 ETF IWL Stock Holding History

Kovitz Investment Group Partners’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
2025
Q3 		– Sell
-1,700
Closed -$260K – 1447
2025
Q2 		$260K Hold
1,700
– – ﹤0.01% 1189
2025
Q1 		$234K Buy
+1,700
New +$247K ﹤0.01% 1133

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RIS
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FL
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HCA
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Kovitz Investment Group Partners's IWL Position: Q3 2025 in Review

Kovitz Investment Group Partners sold out of iShares Russell Top 200 ETF (IWL) in Q3 2025, closing a stake of 1,700 shares — an estimated $260K sold.

Kovitz Investment Group Partners first reported a position in IWL in Q1 2025 and held it in 2 quarters. The position peaked at $260K in Q2 2025. 203 funds tracked by Wall St. Rank hold IWL as of Q3 2025.

  • Kovitz Investment Group Partners reported no remaining iShares Russell Top 200 ETF position as of Q3 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 1,700 iShares Russell Top 200 ETF shares in Q3 2025, an estimated $260K.
  • Kovitz Investment Group Partners first reported a position in iShares Russell Top 200 ETF in Q1 2025 and held it in 2 quarters.
  • Kovitz Investment Group Partners's iShares Russell Top 200 ETF position peaked at $260K in Q2 2025.
  • 203 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2025, filed 10 Nov 2025.