Legacy Advisory Services’s iShares Russell Top 200 ETF IWL Stock Holding History

Legacy Advisory Services’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 Q3	$2.02M	Sell	10,627 -4,694	-31%	-$884K	1.45%	17
2026 Q2	$2.83M	Buy	15,321 +695	+5%	+$125K	1.99%	12
2026 Q1	$2.35M	Buy	14,626 +331	+2%	+$55.8K	1.79%	13
2025 Q4	$2.44M	Buy	14,295 +8	+0.1%	+$1.35K	1.83%	11
2025 Q3	$2.37M	Buy	14,287 +20	+0.1%	+$3.18K	1.79%	11
2025 Q2	$2.18M	Sell	14,267 -168	-1%	-$23.7K	1.73%	11
2025 Q1	$1.98M	Sell	14,435 -4,452	-24%	-$646K	1.67%	12
2024 Q4	$2.73M	Sell	18,887 -269	-1%	-$38.9K	2.33%	13
2024 Q3	$2.69M	Buy	19,156 +893	+5%	+$121K	2.31%	13
2024 Q2	$2.45M	Sell	18,263 -203	-1%	-$25.9K	2.24%	14
2024 Q1	$2.35M	Sell	18,466 -189	-1%	-$22.9K	2.22%	13
2023 Q4	$2.15M	Buy	+18,655	New	+$2.02M	2.26%	13

Other funds holding IWL

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

AIA

Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Nicollet Investment Management Minneapolis, Minnesota $336M AUM 22.24% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

Legacy Advisory Services's IWL Position: Q3 2026 in Review

Legacy Advisory Services reduced its iShares Russell Top 200 ETF (IWL) stake by 31% in Q3 2026, selling an estimated $884K and leaving 10,627 shares worth $2.02M. The position accounts for 1.45% of the portfolio, ranked #17.

Legacy Advisory Services first reported a position in IWL in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.83M in Q2 2026. 68 funds tracked by Wall St. Rank hold IWL as of Q3 2026.

Legacy Advisory Services held 10,627 shares of iShares Russell Top 200 ETF worth $2.02M as of Q3 2026.
Legacy Advisory Services sold 4,694 iShares Russell Top 200 ETF shares in Q3 2026, an estimated $884K.
iShares Russell Top 200 ETF made up 1.45% of Legacy Advisory Services's portfolio in Q3 2026, its #17 holding.
Legacy Advisory Services first reported a position in iShares Russell Top 200 ETF in Q4 2023 and has held it in 12 quarters since.
Legacy Advisory Services's iShares Russell Top 200 ETF position peaked at $2.83M in Q2 2026.
68 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.