MONECO Advisors’s iShares Russell Top 200 ETF IWL Stock Holding History

MONECO Advisors’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	$748K	Buy	3,933 +3	+0.1%	+$565	0.04%	309
2026 Q2	$727K	Hold	3,930	–	–	0.04%	311
2026 Q1	$631K	Hold	3,930	–	–	0.05%	267
2025 Q4	$671K	Buy	3,930 +1	+0%	+$169	0.05%	252
2025 Q3	$653K	Hold	3,929	–	–	0.05%	258
2025 Q2	$602K	Hold	3,929	–	–	0.06%	257
2025 Q1	$540K	Hold	3,929	–	–	0.06%	268
2024 Q4	$569K	Hold	3,929	–	–	0.06%	254
2024 Q3	$552K	Hold	3,929	–	–	0.07%	242
2024 Q2	$526K	Hold	3,929	–	–	0.08%	230
2024 Q1	$499K	Hold	3,929	–	–	0.08%	239
2023 Q4	$452K	Hold	3,929	–	–	0.09%	225
2023 Q3	$406K	Hold	3,929	–	–	0.11%	211
2023 Q2	$419K	Hold	3,929	–	–	0.11%	197
2023 Q1	$382K	Hold	3,929	–	–	0.11%	205
2022 Q4	$353K	Hold	3,929	–	–	0.13%	176
2022 Q3	$334K	Hold	3,929	–	–	0.13%	162
2022 Q2	$353K	Hold	3,929	–	–	0.14%	154
2022 Q1	$425K	Hold	3,929	–	–	0.16%	136
2021 Q4	$421K	Hold	3,929	–	–	0.16%	138
2021 Q3	$405K	Hold	3,929	–	–	0.16%	140
2021 Q2	$404K	Hold	3,929	–	–	0.19%	125
2021 Q1	$372K	Hold	3,929	–	–	0.18%	128
2020 Q4	$359K	Hold	3,929	–	–	0.2%	115
2020 Q3	$319K	Hold	3,929	–	–	0.2%	107
2020 Q2	$291K	Hold	3,929	–	–	0.23%	101
2020 Q1	$242K	Buy	+3,929	New	+$282K	0.25%	97

Other funds holding IWL

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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return

RIS

Richmond Investment Services Mequon, Wisconsin $316M AUM 19.72% 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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

MONECO Advisors's IWL Position: Q3 2026 in Review

MONECO Advisors increased its iShares Russell Top 200 ETF (IWL) stake by 0.08% in Q3 2026, buying an estimated $565 and bringing the position to 3,933 shares worth $748K. The position accounts for 0.04% of the portfolio, ranked #309.

MONECO Advisors first reported a position in IWL in Q1 2020 and has held it in 27 quarters since. 132 funds tracked by Wall St. Rank hold IWL as of Q3 2026.

MONECO Advisors held 3,933 shares of iShares Russell Top 200 ETF worth $748K as of Q3 2026.
MONECO Advisors bought 3 iShares Russell Top 200 ETF shares in Q3 2026, an estimated $565.
iShares Russell Top 200 ETF made up 0.04% of MONECO Advisors's portfolio in Q3 2026, its #309 holding.
MONECO Advisors first reported a position in iShares Russell Top 200 ETF in Q1 2020 and has held it in 27 quarters since.
132 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2026.

Based on MONECO Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.