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Blom & Howell Financial Planning’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Blom & Howell Financial Planning’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
Q2 		$432K Sell
1,487
-26
-2% -$7.34K 0.36% 40
2026
Q1 		$376K Sell
1,513
-86
-5% -$22.8K 0.37% 39
2025
Q4 		$443K Buy
+1,599
New +$443K 0.44% 35

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Blom & Howell Financial Planning's IWY Position: Q2 2026 in Review

Blom & Howell Financial Planning reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 1.7% in Q2 2026, selling an estimated $7.34K and leaving 1,487 shares worth $432K. The position accounts for 0.36% of the portfolio, ranked #40.

Blom & Howell Financial Planning first reported a position in IWY in Q4 2025 and has held it in 3 quarters since. The position peaked at $443K in Q4 2025. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Blom & Howell Financial Planning held 1,487 shares of iShares Russell Top 200 Growth ETF worth $432K as of Q2 2026.
  • Blom & Howell Financial Planning sold 26 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $7.34K.
  • iShares Russell Top 200 Growth ETF made up 0.36% of Blom & Howell Financial Planning's portfolio in Q2 2026, its #40 holding.
  • Blom & Howell Financial Planning first reported a position in iShares Russell Top 200 Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Blom & Howell Financial Planning's iShares Russell Top 200 Growth ETF position peaked at $443K in Q4 2025.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.