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 Q3	$264K	Hold	1,390	–	–	0.03%	216
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 $1.42B AUM 19.14% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return

RIS

Richmond Investment Services Mequon, Wisconsin $316M AUM 19.72% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return

Toth Financial Advisory's IWL Position: Q3 2026 in Review

Toth Financial Advisory held its iShares Russell Top 200 ETF (IWL) position steady in Q3 2026 at 1,390 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #216.

Toth Financial Advisory first reported a position in IWL in Q4 2023 and has held it in 12 quarters since. The position peaked at $435K in Q2 2024. 133 funds tracked by Wall St. Rank hold IWL as of Q3 2026.

Toth Financial Advisory held 1,390 shares of iShares Russell Top 200 ETF worth $264K as of Q3 2026.
Toth Financial Advisory left its iShares Russell Top 200 ETF share count unchanged in Q3 2026.
iShares Russell Top 200 ETF made up 0.03% of Toth Financial Advisory's portfolio in Q3 2026, its #216 holding.
Toth Financial Advisory first reported a position in iShares Russell Top 200 ETF in Q4 2023 and has held it in 12 quarters since.
Toth Financial Advisory's iShares Russell Top 200 ETF position peaked at $435K in Q2 2024.
133 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.