FWM
IWY icon

FLP Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

FLP Wealth Management’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 		$1.71M Buy
6,856
+837
+14% +$222K 3.52% 7
2025
Q4 		$1.67M Buy
6,019
+623
+12% +$173K 3.95% 6
2025
Q3 		$1.48M Buy
5,396
+546
+11% +$141K 4.16% 6
2025
Q2 		$1.2M Buy
4,850
+1,474
+44% +$328K 3.36% 8
2025
Q1 		$712K Buy
3,376
+253
+8% +$58.2K 2.26% 15
2024
Q4 		$735K Buy
+3,123
New +$717K 1.88% 15

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

FLP Wealth Management's IWY Position: Q1 2026 in Review

FLP Wealth Management increased its iShares Russell Top 200 Growth ETF (IWY) stake by 14% in Q1 2026, buying an estimated $222K and bringing the position to 6,856 shares worth $1.71M. The position accounts for 3.52% of the portfolio, ranked #7.

FLP Wealth Management first reported a position in IWY in Q4 2024 and has held it in 6 quarters since. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

  • FLP Wealth Management held 6,856 shares of iShares Russell Top 200 Growth ETF worth $1.71M as of Q1 2026.
  • FLP Wealth Management bought 837 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $222K.
  • iShares Russell Top 200 Growth ETF made up 3.52% of FLP Wealth Management's portfolio in Q1 2026, its #7 holding.
  • FLP Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • 638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on FLP Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.