Creative Planning
IWY icon

Creative Planning’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Creative 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
Q1 		$5.03M Buy
20,227
+8,631
+74% +$2.29M ﹤0.01% 1195
2025
Q4 		$3.21M Sell
11,596
-269
-2% -$74.5K ﹤0.01% 1339
2025
Q3 		$3.25M Buy
11,865
+332
+3% +$85.9K ﹤0.01% 1159
2025
Q2 		$2.84M Sell
11,533
-2,101
-15% -$468K ﹤0.01% 1069
2025
Q1 		$2.88M Buy
13,634
+3,051
+29% +$702K ﹤0.01% 957
2024
Q4 		$2.49M Buy
10,583
+607
+6% +$139K ﹤0.01% 1002
2024
Q3 		$2.2M Sell
9,976
-26
-0.3% -$5.53K ﹤0.01% 1014
2024
Q2 		$2.15M Buy
10,002
+790
+9% +$157K ﹤0.01% 952
2024
Q1 		$1.8M Buy
9,212
+60
+0.7% +$11.2K ﹤0.01% 1015
2023
Q4 		$1.6M Buy
9,152
+141
+2% +$23.1K ﹤0.01% 1006
2023
Q3 		$1.39M Sell
9,011
-70
-0.8% -$11.2K ﹤0.01% 1014
2023
Q2 		$1.44M Sell
9,081
-149
-2% -$21.7K ﹤0.01% 956
2023
Q1 		$1.28M Sell
9,230
-1,454
-14% -$189K ﹤0.01% 957
2022
Q4 		$1.29M Buy
10,684
+213
+2% +$26.5K ﹤0.01% 918
2022
Q3 		$1.25M Sell
10,471
-1,094
-9% -$147K ﹤0.01% 869
2022
Q2 		$1.45M Sell
11,565
-2,724
-19% -$374K ﹤0.01% 820
2022
Q1 		$2.27M Buy
14,289
+3,116
+28% +$486K ﹤0.01% 670
2021
Q4 		$1.94M Sell
11,173
-222
-2% -$37K ﹤0.01% 695
2021
Q3 		$1.74M Sell
11,395
-1,301
-10% -$205K ﹤0.01% 727
2021
Q2 		$1.91M Buy
12,696
+1,389
+12% +$199K ﹤0.01% 699
2021
Q1 		$1.52M Sell
11,307
-6,080
-35% -$815K ﹤0.01% 833
2020
Q4 		$2.31M Buy
17,387
+4,205
+32% +$530K 0.01% 613
2020
Q3 		$1.6M Sell
13,182
-1,861
-12% -$219K ﹤0.01% 640
2020
Q2 		$1.6M Buy
15,043
+2,504
+20% +$245K ﹤0.01% 575
2020
Q1 		$1.06M Sell
12,539
-130
-1% -$12.4K ﹤0.01% 622
2019
Q4 		$1.22M Buy
12,669
+3,023
+31% +$276K ﹤0.01% 702
2019
Q3 		$840K Sell
9,646
-193
-2% -$16.8K ﹤0.01% 835
2019
Q2 		$844K Buy
9,839
+1,432
+17% +$120K ﹤0.01% 831
2019
Q1 		$691K Buy
8,407
+3,644
+77% +$285K ﹤0.01% 887
2018
Q4 		$342K Buy
4,763
+2,378
+100% +$184K ﹤0.01% 1163
2018
Q3 		$204K Buy
+2,385
New +$197K ﹤0.01% 1668
2017
Q3 		– Sell
-1,572
Closed -$101K – 2803
2017
Q2 		$101K Sell
1,572
-3,856
-71% -$245K ﹤0.01% 1988
2017
Q1 		$334K Buy
5,428
+5,127
+1,703% +$306K ﹤0.01% 1204
2016
Q4 		$17K Sell
301
-514
-63% -$28.6K ﹤0.01% 3172
2016
Q3 		$46K Buy
815
+514
+171% +$28.7K ﹤0.01% 2429
2016
Q2 		$16K Hold
301
– – ﹤0.01% 2945
2016
Q1 		$16K Hold
301
– – ﹤0.01% 2919
2015
Q4 		$16K Hold
301
– – ﹤0.01% 2987
2015
Q3 		$15K Buy
+301
New +$15.7K ﹤0.01% 2951
2015
Q2 		– Sell
-301
Closed -$16K – 2053
2015
Q1 		$16K Buy
+301
New +$15.5K ﹤0.01% 2878
2014
Q1 		– Sell
-359
Closed -$16K – 3693
2013
Q4 		$16K Buy
+359
New +$15.5K ﹤0.01% 2314

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Creative Planning's IWY Position: Q1 2026 in Review

Creative Planning increased its iShares Russell Top 200 Growth ETF (IWY) stake by 74% in Q1 2026, buying an estimated $2.29M and bringing the position to 20,227 shares worth $5.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1195.

Creative Planning first reported a position in IWY in Q4 2013 and has held it in 41 quarters since. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

  • Creative Planning held 20,227 shares of iShares Russell Top 200 Growth ETF worth $5.03M as of Q1 2026.
  • Creative Planning bought 8,631 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $2.29M.
  • iShares Russell Top 200 Growth ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1195 holding.
  • Creative Planning first reported a position in iShares Russell Top 200 Growth ETF in Q4 2013 and has held it in 41 quarters since.
  • 638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.