TSA Wealth Management
IWL icon

TSA Wealth Management’s iShares Russell Top 200 ETF IWL Stock Holding History

TSA Wealth Management’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 		$305K Sell
1,603
-593
-27% -$112K 0.09% 93
2026
Q2 		$406K Buy
2,196
+33
+2% +$5.93K 0.11% 77
2026
Q1 		$347K Buy
+2,163
New +$365K 0.11% 75

Other funds holding IWL

Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
McKinley Carter Wealth Services
McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
Searcy Financial Services
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
Manchester Financial
Manchester Financial Westlake Village, California $565M AUM 15.04% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Nicollet Investment Management
Nicollet Investment Management Minneapolis, Minnesota $336M AUM 22.24% 1-Year Est. Return
ShoreHaven Wealth Partners
ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

TSA Wealth Management's IWL Position: Q3 2026 in Review

TSA Wealth Management reduced its iShares Russell Top 200 ETF (IWL) stake by 27% in Q3 2026, selling an estimated $112K and leaving 1,603 shares worth $305K. The position accounts for 0.09% of the portfolio, ranked #93.

TSA Wealth Management first reported a position in IWL in Q1 2026 and has held it in 3 quarters since. The position peaked at $406K in Q2 2026. 75 funds tracked by Wall St. Rank hold IWL as of Q3 2026.

  • TSA Wealth Management held 1,603 shares of iShares Russell Top 200 ETF worth $305K as of Q3 2026.
  • TSA Wealth Management sold 593 iShares Russell Top 200 ETF shares in Q3 2026, an estimated $112K.
  • iShares Russell Top 200 ETF made up 0.09% of TSA Wealth Management's portfolio in Q3 2026, its #93 holding.
  • TSA Wealth Management first reported a position in iShares Russell Top 200 ETF in Q1 2026 and has held it in 3 quarters since.
  • TSA Wealth Management's iShares Russell Top 200 ETF position peaked at $406K in Q2 2026.
  • 75 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2026.

Based on TSA Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.