WIM
TOPT

WealthPlan Investment Management’s iShares Top 20 U.S. Stocks ETF TOPT Stock Holding History

WealthPlan Investment Management’s Portfolio TOPT Stock Details TOPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$425K Buy
12,922
+311
+2% +$10.1K 0.02% 346
2026
Q1 		$361K Buy
12,611
+2,788
+28% +$84K 0.02% 358
2025
Q4 		$307K Buy
+9,823
New +$305K 0.02% 313

Other funds holding TOPT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $435M AUM 30.84% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CI
Ceera Investments Bellaire, Texas $236M AUM 1.22% 1-Year Est. Return

WealthPlan Investment Management's TOPT Position: Q2 2026 in Review

WealthPlan Investment Management increased its iShares Top 20 U.S. Stocks ETF (TOPT) stake by 2.5% in Q2 2026, buying an estimated $10.1K and bringing the position to 12,922 shares worth $425K. The position accounts for 0.02% of the portfolio, ranked #346.

WealthPlan Investment Management first reported a position in TOPT in Q4 2025 and has held it in 3 quarters since. 105 funds tracked by Wall St. Rank hold TOPT as of Q2 2026.

  • WealthPlan Investment Management held 12,922 shares of iShares Top 20 U.S. Stocks ETF worth $425K as of Q2 2026.
  • WealthPlan Investment Management bought 311 iShares Top 20 U.S. Stocks ETF shares in Q2 2026, an estimated $10.1K.
  • iShares Top 20 U.S. Stocks ETF made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #346 holding.
  • WealthPlan Investment Management first reported a position in iShares Top 20 U.S. Stocks ETF in Q4 2025 and has held it in 3 quarters since.
  • 105 funds tracked by Wall St. Rank held iShares Top 20 U.S. Stocks ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.