IWL β€” iShares Russell Top 200 ETF

Ownership history in FLAGSHIP WEALTH ADVISORS, LLC  Β·  4 quarters on record

AI Ownership Summary

FLAGSHIP WEALTH ADVISORS, LLC reported iShares Russell Top 200 ETF (IWL) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. The latest visible filing shows IWL at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IWL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FLAGSHIP WEALTH ADVISORS, LLC's position in iShares Russell Top 200 ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

IWL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FLAGSHIP WEALTH ADVISORS, LLC held IWL β€” position size vs. price
% of Fund (quarterly)    IWL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 35 β€” 0% 0.00% $6K 2025-10-30 $169.72
2025 Q2 UNCHANGED 35 β€” 0% 0.00% $5K 2025-08-07 $155.98
2025 Q1 UNCHANGED 35 β€” 0% 0.00% $5K 2025-04-29 $135.16
2024 Q4 INITIATED 35 β€” β€” 0.00% $5K 2025-02-10 $147.81

🏒 Other funds also holding IWL

As of 2026 Q1 β€” sorted by position size

Investors Research Corp 3Y 7Y 0.11% Crumly & Associates Inc. 3Y 0.05%

FAQ About FLAGSHIP WEALTH ADVISORS, LLC and IWL

These are the practical questions this page is built to answer before you even open the full history table.

How long has FLAGSHIP WEALTH ADVISORS, LLC reported owning IWL?

FLAGSHIP WEALTH ADVISORS, LLC reported IWL across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported IWL position in FLAGSHIP WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for IWL was 0.00% in 2024 Q4.

What is the latest reported IWL position on this page?

The most recent filing on this page is 2025 Q3, when FLAGSHIP WEALTH ADVISORS, LLC reported 35 shares, equal to 0.00% of portfolio, with an estimated market value of $6K.

What does the chart on this IWL ownership page compare?

The chart compares FLAGSHIP WEALTH ADVISORS, LLC's quarterly IWL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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