Mason & Associates (Virginia)’s iShares Russell Top 200 ETF IWL Stock Holding History

Mason & Associates (Virginia)’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	$3.3M	Sell	17,841 -22	-0.1%	-$3.96K	0.69%	15
2026 Q1	$2.87M	Sell	17,863 -202	-1%	-$34K	0.66%	15
2025 Q4	$3.08M	Sell	18,065 -921	-5%	-$156K	0.7%	15
2025 Q3	$2.91M	Hold	18,986	–	–	0.73%	14
2025 Q2	$2.91M	Sell	18,986 -67	-0.4%	-$9.45K	0.73%	14
2025 Q1	$2.62M	Sell	19,053 -2,207	-10%	-$320K	0.75%	13
2024 Q4	$3.08M	Sell	21,260 -606	-3%	-$87.7K	0.92%	12
2024 Q3	$3.07M	Sell	21,866 -226	-1%	-$30.6K	0.94%	12
2024 Q2	$2.96M	Buy	22,092 +16,263	+279%	+$2.08M	0.97%	12
2024 Q1	$741K	Buy	+5,829	New	+$707K	0.56%	48

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

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return