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

Procyon 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	$1.24M	Sell	6,539 -498	-7%	-$93.8K	0.05%	252
2026 Q2	$1.3M	Hold	7,037	–	–	0.06%	247
2026 Q1	$1.13M	Sell	7,037 -90	-1%	-$15.2K	0.06%	256
2025 Q4	$1.22M	Sell	7,127 -34	-0.5%	-$5.74K	0.06%	244
2025 Q3	$1.19M	Buy	+7,161	New	+$1.14M	0.07%	216

Other funds holding IWL

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Woodard & Company Asset Management Group Bermuda Run, North Carolina $672M AUM 22.51% 1-Year Est. Return

Procyon Advisors's IWL Position: Q3 2026 in Review

Procyon Advisors reduced its iShares Russell Top 200 ETF (IWL) stake by 7.1% in Q3 2026, selling an estimated $93.8K and leaving 6,539 shares worth $1.24M. The position accounts for 0.05% of the portfolio, ranked #252.

Procyon Advisors first reported a position in IWL in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.3M in Q2 2026. 110 funds tracked by Wall St. Rank hold IWL as of Q3 2026.

Procyon Advisors held 6,539 shares of iShares Russell Top 200 ETF worth $1.24M as of Q3 2026.
Procyon Advisors sold 498 iShares Russell Top 200 ETF shares in Q3 2026, an estimated $93.8K.
iShares Russell Top 200 ETF made up 0.05% of Procyon Advisors's portfolio in Q3 2026, its #252 holding.
Procyon Advisors first reported a position in iShares Russell Top 200 ETF in Q3 2025 and has held it in 5 quarters since.
Procyon Advisors's iShares Russell Top 200 ETF position peaked at $1.3M in Q2 2026.
110 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2026.

Based on Procyon Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.