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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

Toth Financial Advisory's IWL Position: Q2 2026 in Review

Toth Financial Advisory reduced its iShares Russell Top 200 ETF (IWL) stake by 3.5% in Q2 2026, selling an estimated $8.99K and leaving 1,390 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #213.

Toth Financial Advisory first reported a position in IWL in Q4 2023 and has held it in 11 quarters since. The position peaked at $435K in Q2 2024. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

Toth Financial Advisory held 1,390 shares of iShares Russell Top 200 ETF worth $257K as of Q2 2026.
Toth Financial Advisory sold 50 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $8.99K.
iShares Russell Top 200 ETF made up 0.03% of Toth Financial Advisory's portfolio in Q2 2026, its #213 holding.
Toth Financial Advisory first reported a position in iShares Russell Top 200 ETF in Q4 2023 and has held it in 11 quarters since.
Toth Financial Advisory's iShares Russell Top 200 ETF position peaked at $435K in Q2 2024.
235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.