RIA Advisory Group’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

RIA Advisory Group’s Portfolio TOPT Stock Details TOPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.34M	Sell	40,559 -5,203	-11%	-$169K	0.29%	56
2026 Q1	$1.31M	Sell	45,762 -1,818	-4%	-$54.8K	0.31%	50
2025 Q4	$1.49M	Sell	47,580 -705	-1%	-$21.9K	0.36%	44
2025 Q3	$1.47M	Sell	48,285 -489	-1%	-$14.1K	0.38%	48
2025 Q2	$1.33M	Buy	48,774 +12,508	+34%	+$311K	0.39%	42
2025 Q1	$864K	Buy	36,266 +16,098	+80%	+$412K	0.28%	63
2024 Q4	$526K	Buy	+20,168	New	+$518K	0.18%	71

Other funds holding TOPT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

GAG

Goodman Advisory Group Needham, Massachusetts $435M AUM 30.84% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ceera Investments Bellaire, Texas $236M AUM 1.22% 1-Year Est. Return

RIA Advisory Group's TOPT Position: Q2 2026 in Review

RIA Advisory Group reduced its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 11% in Q2 2026, selling an estimated $169K and leaving 40,559 shares worth $1.34M. The position accounts for 0.29% of the portfolio, ranked #56.

RIA Advisory Group first reported a position in TOPT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.49M in Q4 2025. 105 funds tracked by Wall St. Rank hold TOPT as of Q2 2026.

RIA Advisory Group held 40,559 shares of iShares Top 20 U.S. Stocks ETF worth $1.34M as of Q2 2026.
RIA Advisory Group sold 5,203 iShares Top 20 U.S. Stocks ETF shares in Q2 2026, an estimated $169K.
iShares Top 20 U.S. Stocks ETF made up 0.29% of RIA Advisory Group's portfolio in Q2 2026, its #56 holding.
RIA Advisory Group first reported a position in iShares Top 20 U.S. Stocks ETF in Q4 2024 and has held it in 7 quarters since.
RIA Advisory Group's iShares Top 20 U.S. Stocks ETF position peaked at $1.49M in Q4 2025.
105 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q2 2026.

Based on RIA Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.