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NTV Asset Management’s iShares Russell Top 200 ETF IWL Stock Holding History

NTV Asset Management’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
Q1 		– Sell
-1,487
Closed -$254K – 317
2025
Q4 		$254K Sell
1,487
-156
-9% -$26.4K 0.03% 274
2025
Q3 		$273K Sell
1,643
-142
-8% -$22.6K 0.03% 268
2025
Q2 		$273K Buy
+1,785
New +$252K 0.03% 250

Other funds holding IWL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
RIS
Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return

NTV Asset Management's IWL Position: Q1 2026 in Review

NTV Asset Management sold out of iShares Russell Top 200 ETF (IWL) in Q1 2026, closing a stake of 1,487 shares — an estimated $254K sold.

NTV Asset Management first reported a position in IWL in Q2 2025 and held it in 3 quarters. The position peaked at $273K in Q2 2025. 225 funds tracked by Wall St. Rank hold IWL as of Q1 2026.

  • NTV Asset Management reported no remaining iShares Russell Top 200 ETF position as of Q1 2026 after selling out during the quarter.
  • NTV Asset Management sold 1,487 iShares Russell Top 200 ETF shares in Q1 2026, an estimated $254K.
  • NTV Asset Management first reported a position in iShares Russell Top 200 ETF in Q2 2025 and held it in 3 quarters.
  • NTV Asset Management's iShares Russell Top 200 ETF position peaked at $273K in Q2 2025.
  • 225 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q1 2026.

Based on NTV Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.