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

Toth Financial 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	$257K	Sell	1,390 -50	-3%	-$8.99K	0.03%	213
2026 Q1	$231K	Sell	1,440 -560	-28%	-$94.4K	0.03%	209
2025 Q4	$341K	Sell	2,000 -380	-16%	-$64.2K	0.04%	187
2025 Q3	$395K	Hold	2,380	–	–	0.04%	182
2025 Q2	$364K	Hold	2,380	–	–	0.04%	181
2025 Q1	$327K	Hold	2,380	–	–	0.04%	185
2024 Q4	$344K	Hold	2,380	–	–	0.04%	181
2024 Q3	$334K	Sell	2,380 -870	-27%	-$118K	0.04%	185
2024 Q2	$435K	Hold	3,250	–	–	0.06%	160
2024 Q1	$413K	Buy	3,250 +635	+24%	+$77K	0.05%	169
2023 Q4	$301K	Buy	+2,615	New	+$283K	0.04%	190

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

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

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

Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return