Superior Planning, LLC’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Superior Planning, LLC’s Portfolio IWY Stock Details IWY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$54K	Buy	+183	New	+$52.4K	0.02%	363

Other funds holding IWY

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

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

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Atlantic Union Bankshares Glen Allen, Virginia $6.11B AUM 17.62% 1-Year Est. Return

Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Superior Planning, LLC's IWY Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q3 2026: 183 shares worth $54K. The stake represents 0.02% of the portfolio and ranks #363 among its holdings.

530 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

Superior Planning, LLC held 183 shares of iShares Russell Top 200 Growth ETF worth $54K as of Q3 2026.
iShares Russell Top 200 Growth ETF was a new Superior Planning, LLC position in Q3 2026.
iShares Russell Top 200 Growth ETF made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #363 holding.
530 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.