PFGIA
IWL icon

Patriot Financial Group Insurance Agency’s iShares Russell Top 200 ETF IWL Stock Holding History

Patriot Financial Group Insurance Agency’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
2025
Q3 		– Sell
-5,659
Closed -$867K – 542
2025
Q2 		$867K Sell
5,659
-165
-3% -$23.3K 0.1% 227
2025
Q1 		$800K Sell
5,824
-1,039
-15% -$151K 0.11% 215
2024
Q4 		$993K Sell
6,863
-28
-0.4% -$4.05K 0.13% 179
2024
Q3 		$968K Sell
6,891
-681
-9% -$92.3K 0.13% 189
2024
Q2 		$1.01M Sell
7,572
-51
-0.7% -$6.52K 0.15% 154
2024
Q1 		$969K Sell
7,623
-257
-3% -$31.2K 0.15% 155
2023
Q4 		$907K Sell
7,880
-395
-5% -$42.7K 0.17% 143
2023
Q3 		$855K Sell
8,275
-477
-5% -$51.2K 0.18% 152
2023
Q2 		$933K Sell
8,752
-200
-2% -$20.1K 0.18% 140
2023
Q1 		$871K Sell
8,952
-1,156
-11% -$109K 0.18% 133
2022
Q4 		$909K Sell
10,108
-2,046
-17% -$186K 0.12% 118
2022
Q3 		$1.03M Sell
12,154
-4,459
-27% -$421K 0.25% 93
2022
Q2 		$1.49M Sell
16,613
-3,635
-18% -$354K 0.3% 68
2022
Q1 		$2.19M Sell
20,248
-3,917
-16% -$418K 0.39% 49
2021
Q4 		$2.75M Buy
24,165
+209
+0.9% +$23K 0.46% 35
2021
Q3 		$2.47M Sell
23,956
-567
-2% -$60.2K 0.44% 38
2021
Q2 		$2.52M Buy
24,523
+924
+4% +$92.2K 0.46% 32
2021
Q1 		$2.24M Buy
23,599
+867
+4% +$80.3K 0.51% 28
2020
Q4 		$2.05M Buy
22,732
+31
+0.1% +$2.65K 0.51% 30
2020
Q3 		$1.84M Buy
22,701
+2,062
+10% +$165K 0.6% 26
2020
Q2 		$1.53M Buy
20,639
+9,708
+89% +$679K 0.58% 31
2020
Q1 		$673K Buy
10,931
+9,065
+486% +$651K 0.31% 69
2019
Q4 		$140K Buy
+1,866
New +$134K 0.05% 278

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
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return
RIS
Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FL
FreeGulliver LLC New Orleans, Louisiana $237M AUM 21.92% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IWL Position: Q3 2025 in Review

Patriot Financial Group Insurance Agency sold out of iShares Russell Top 200 ETF (IWL) in Q3 2025, closing a stake of 5,659 shares — an estimated $867K sold.

Patriot Financial Group Insurance Agency first reported a position in IWL in Q4 2019 and held it in 23 quarters. The position peaked at $2.75M in Q4 2021. 203 funds tracked by Wall St. Rank hold IWL as of Q3 2025.

  • Patriot Financial Group Insurance Agency reported no remaining iShares Russell Top 200 ETF position as of Q3 2025 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 5,659 iShares Russell Top 200 ETF shares in Q3 2025, an estimated $867K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares Russell Top 200 ETF in Q4 2019 and held it in 23 quarters.
  • Patriot Financial Group Insurance Agency's iShares Russell Top 200 ETF position peaked at $2.75M in Q4 2021.
  • 203 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2025, filed 8 Oct 2025.