Merit Financial Group’s iShares Russell Top 200 ETF IWL Stock Holding History

Merit Financial Group’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	$7.71M	Buy	41,699 +449	+1%	+$80.7K	0.05%	319
2026 Q1	$6.62M	Sell	41,250 -243	-0.6%	-$41K	0.05%	324
2025 Q4	$7.08M	Buy	41,493 +807	+2%	+$136K	0.06%	263
2025 Q3	$6.76M	Buy	40,686 +2,772	+7%	+$441K	0.06%	242
2025 Q2	$5.81M	Sell	37,914 -36,085	-49%	-$5.09M	0.06%	235
2025 Q1	$10.2M	Buy	73,999 +11,948	+19%	+$1.73M	0.15%	112
2024 Q4	$8.98M	Buy	+62,051	New	+$8.98M	0.16%	118

Other funds holding IWL

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

HCA

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

SFS

Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

AIA

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

AAS

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

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

SWP

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

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

Merit Financial Group's IWL Position: Q2 2026 in Review

Merit Financial Group increased its iShares Russell Top 200 ETF (IWL) stake by 1.1% in Q2 2026, buying an estimated $80.7K and bringing the position to 41,699 shares worth $7.71M. The position accounts for 0.05% of the portfolio, ranked #319.

Merit Financial Group first reported a position in IWL in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.2M in Q1 2025. 47 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

Merit Financial Group held 41,699 shares of iShares Russell Top 200 ETF worth $7.71M as of Q2 2026.
Merit Financial Group bought 449 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $80.7K.
iShares Russell Top 200 ETF made up 0.05% of Merit Financial Group's portfolio in Q2 2026, its #319 holding.
Merit Financial Group first reported a position in iShares Russell Top 200 ETF in Q4 2024 and has held it in 7 quarters since.
Merit Financial Group's iShares Russell Top 200 ETF position peaked at $10.2M in Q1 2025.
47 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.