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ShoreHaven Wealth Partners’s iShares Russell Top 200 ETF IWL Stock Holding History

ShoreHaven Wealth Partners’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 		$7.24M Sell
39,152
-59
-0.2% -$10.6K 2.28% 9
2026
Q1 		$6.29M Buy
39,211
+901
+2% +$152K 2.26% 12
2025
Q4 		$6.54M Sell
38,310
-42
-0.1% -$7.09K 2.35% 12
2025
Q3 		$6.37M Sell
38,352
-66
-0.2% -$10.5K 2.35% 13
2025
Q2 		$5.88M Sell
38,418
-35
-0.1% -$4.93K 2.41% 10
2025
Q1 		$5.28M Sell
38,453
-75
-0.2% -$10.9K 2.53% 12
2024
Q4 		$5.58M Sell
38,528
-69
-0.2% -$9.98K 2.63% 11
2024
Q3 		$5.42M Sell
38,597
-4,539
-11% -$615K 2.61% 11
2024
Q2 		$5.78M Hold
43,136
– – 3.04% 9
2024
Q1 		$5.48M Sell
43,136
-21
-0% -$2.55K 3.02% 7
2023
Q4 		$4.97M Sell
43,157
-558
-1% -$60.4K 3.02% 9
2023
Q3 		$4.52M Sell
43,715
-154
-0.4% -$16.5K 3.11% 9
2023
Q2 		$4.68M Sell
43,869
-912
-2% -$91.6K 3.13% 8
2023
Q1 		$4.36M Sell
44,781
-29,829
-40% -$2.81M 3.06% 8
2022
Q4 		$6.71M Buy
74,610
+15,946
+27% +$1.45M 4.73% 4
2022
Q3 		$4.98M Buy
58,664
+19,577
+50% +$1.85M 3.8% 5
2022
Q2 		$3.51M Buy
+39,087
New +$3.8M 2.52% 10

Other funds holding IWL

TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
MF
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WA
Winter & Associates St. Paul, Minnesota $133M AUM

ShoreHaven Wealth Partners's IWL Position: Q2 2026 in Review

ShoreHaven Wealth Partners reduced its iShares Russell Top 200 ETF (IWL) stake by 0.15% in Q2 2026, selling an estimated $10.6K and leaving 39,152 shares worth $7.24M. The position accounts for 2.28% of the portfolio, ranked #9.

ShoreHaven Wealth Partners first reported a position in IWL in Q2 2022 and has held it in 17 quarters since. 47 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • ShoreHaven Wealth Partners held 39,152 shares of iShares Russell Top 200 ETF worth $7.24M as of Q2 2026.
  • ShoreHaven Wealth Partners sold 59 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $10.6K.
  • iShares Russell Top 200 ETF made up 2.28% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #9 holding.
  • ShoreHaven Wealth Partners first reported a position in iShares Russell Top 200 ETF in Q2 2022 and has held it in 17 quarters since.
  • 47 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.