RFG Advisory’s iShares Russell Top 200 ETF IWL Stock Holding History

RFG Advisory’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 Q2	$253K	Buy	+1,369	New	+$246K	﹤0.01%	990

Other funds holding IWL

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

Winter & Associates St. Paul, Minnesota $133M AUM

Holos Integrated Wealth Kennett Square, Pennsylvania $214M AUM 14.99% 1-Year Est. Return

RFG Advisory's IWL Position: Q2 2026 in Review

RFG Advisory opened a new position in iShares Russell Top 200 ETF (IWL) in Q2 2026: 1,369 shares worth $253K. The stake represents ﹤0.01% of the portfolio and ranks #990 among its holdings.

42 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

RFG Advisory held 1,369 shares of iShares Russell Top 200 ETF worth $253K as of Q2 2026.
iShares Russell Top 200 ETF was a new RFG Advisory position in Q2 2026.
iShares Russell Top 200 ETF made up ﹤0.01% of RFG Advisory's portfolio in Q2 2026, its #990 holding.
42 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.