Center for Financial Planning’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Center for 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	$162K	Hold	559	–	–	0.02%	192
2026 Q1	$139K	Hold	559	–	–	0.01%	198
2025 Q4	$155K	Sell	559 -8	-1%	-$2.22K	0.02%	190
2025 Q3	$155K	Hold	567	–	–	0.02%	187
2025 Q2	$140K	Sell	567 -59	-9%	-$13.1K	0.02%	186
2025 Q1	$132K	Buy	626 +17	+3%	+$3.91K	0.02%	179
2024 Q4	$143K	Sell	609 -9	-1%	-$2.07K	0.02%	174
2024 Q3	$136K	Hold	618	–	–	0.02%	166
2024 Q2	$133K	Hold	618	–	–	0.02%	161
2024 Q1	$121K	Hold	618	–	–	0.02%	169
2023 Q4	$108K	Hold	618	–	–	0.02%	169
2023 Q3	$95.1K	Hold	618	–	–	0.02%	175
2023 Q2	$98K	Hold	618	–	–	0.02%	173
2023 Q1	$85.9K	Sell	618 -16	-3%	-$2.08K	0.02%	175
2022 Q4	$76.4K	Hold	634	–	–	0.02%	184
2022 Q3	$76K	Hold	634	–	–	0.02%	179
2022 Q2	$79K	Hold	634	–	–	0.02%	178
2022 Q1	$101K	Sell	634 -38	-6%	-$5.92K	0.02%	175
2021 Q4	$116K	Hold	672	–	–	0.02%	162
2021 Q3	$103K	Hold	672	–	–	0.03%	163
2021 Q2	$101K	Hold	672	–	–	0.02%	165
2021 Q1	$90K	Hold	672	–	–	0.02%	168
2020 Q4	$89K	Hold	672	–	–	0.03%	157
2020 Q3	$82K	Hold	672	–	–	0.03%	154
2020 Q2	$72K	Buy	672 +42	+7%	+$4.12K	0.03%	163
2020 Q1	$53K	Hold	630	–	–	0.02%	169
2019 Q4	$61K	Buy	+630	New	+$57.5K	0.02%	169

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Center for Financial Planning's IWY Position: Q2 2026 in Review

Center for Financial Planning held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 559 shares worth $162K. The position accounts for 0.02% of the portfolio, ranked #192.

Center for Financial Planning first reported a position in IWY in Q4 2019 and has held it in 27 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Center for Financial Planning held 559 shares of iShares Russell Top 200 Growth ETF worth $162K as of Q2 2026.
Center for Financial Planning left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.02% of Center for Financial Planning's portfolio in Q2 2026, its #192 holding.
Center for Financial Planning first reported a position in iShares Russell Top 200 Growth ETF in Q4 2019 and has held it in 27 quarters since.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.