Moneywise Inc’s iShares Russell Top 200 ETF IWL Stock Holding History

Moneywise Inc’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	$3.43M	Sell	18,032 -95	-0.5%	-$17.9K	3.26%	7
2026 Q2	$3.35M	Buy	18,127 +3,647	+25%	+$656K	1.25%	21
2026 Q1	$2.32M	Buy	14,480 +6,055	+72%	+$1.02M	1.01%	28
2025 Q4	$1.44M	Buy	+8,425	New	+$1.42M	0.6%	35

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

Moneywise Inc's IWL Position: Q3 2026 in Review

Moneywise Inc reduced its iShares Russell Top 200 ETF (IWL) stake by 0.52% in Q3 2026, selling an estimated $17.9K and leaving 18,032 shares worth $3.43M. The position accounts for 3.26% of the portfolio, ranked #7.

Moneywise Inc first reported a position in IWL in Q4 2025 and has held it in 4 quarters since. 132 funds tracked by Wall St. Rank hold IWL as of Q3 2026.

Moneywise Inc held 18,032 shares of iShares Russell Top 200 ETF worth $3.43M as of Q3 2026.
Moneywise Inc sold 95 iShares Russell Top 200 ETF shares in Q3 2026, an estimated $17.9K.
iShares Russell Top 200 ETF made up 3.26% of Moneywise Inc's portfolio in Q3 2026, its #7 holding.
Moneywise Inc first reported a position in iShares Russell Top 200 ETF in Q4 2025 and has held it in 4 quarters since.
132 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2026.

Based on Moneywise Inc's 13F filing for Q3 2026, filed 30 Oct 2026.