Searcy Financial Services’s iShares Russell Top 200 ETF IWL Stock Holding History

Searcy Financial Services’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	$33.1M	Sell	178,911 -3,129	-2%	-$562K	11.1%	2
2026 Q1	$29.2M	Buy	182,040 +4,048	+2%	+$682K	10.83%	1
2025 Q4	$30.4M	Sell	177,992 -494	-0.3%	-$83.5K	11.26%	1
2025 Q3	$29.6M	Sell	178,486 -555	-0.3%	-$88.3K	11.27%	1
2025 Q2	$27.4M	Buy	+179,041	New	+$25.2M	11.14%	1

Other funds holding IWL

Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return

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

HCA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

AIA

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

AAS

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

WCAMG

Woodard & Company Asset Management Group Bermuda Run, North Carolina $694M AUM 29.71% 1-Year Est. Return

Searcy Financial Services's IWL Position: Q2 2026 in Review

Searcy Financial Services reduced its iShares Russell Top 200 ETF (IWL) stake by 1.7% in Q2 2026, selling an estimated $562K and leaving 178,911 shares worth $33.1M. The position accounts for 11.1% of the portfolio, ranked #2.

Searcy Financial Services first reported a position in IWL in Q2 2025 and has held it in 5 quarters since. 100 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

Searcy Financial Services held 178,911 shares of iShares Russell Top 200 ETF worth $33.1M as of Q2 2026.
Searcy Financial Services sold 3,129 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $562K.
iShares Russell Top 200 ETF made up 11.1% of Searcy Financial Services's portfolio in Q2 2026, its #2 holding.
Searcy Financial Services first reported a position in iShares Russell Top 200 ETF in Q2 2025 and has held it in 5 quarters since.
100 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Searcy Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.