BFC Planning, Inc.’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

BFC Planning, Inc.’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	$1.43M	Buy	4,911 +498	+11%	+$141K	0.06%	312
2026 Q1	$1.1M	Buy	4,413 +558	+14%	+$148K	0.05%	345
2025 Q4	$1.07M	Sell	3,855 -713	-16%	-$198K	0.05%	354
2025 Q3	$1.25M	Buy	4,568 +1,479	+48%	+$383K	0.09%	198
2025 Q2	$762K	Buy	3,089 +88	+3%	+$19.6K	0.06%	274
2025 Q1	$633K	Sell	3,001 -2,649	-47%	-$609K	0.06%	292
2024 Q4	$1.33M	Buy	+5,650	New	+$1.3M	0.11%	171

Other funds holding IWY

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

BFC Planning, Inc.'s IWY Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares Russell Top 200 Growth ETF (IWY) stake by 11% in Q2 2026, buying an estimated $141K and bringing the position to 4,911 shares worth $1.43M. The position accounts for 0.06% of the portfolio, ranked #312.

BFC Planning, Inc. first reported a position in IWY in Q4 2024 and has held it in 7 quarters since. 692 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

BFC Planning, Inc. held 4,911 shares of iShares Russell Top 200 Growth ETF worth $1.43M as of Q2 2026.
BFC Planning, Inc. bought 498 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $141K.
iShares Russell Top 200 Growth ETF made up 0.06% of BFC Planning, Inc.'s portfolio in Q2 2026, its #312 holding.
BFC Planning, Inc. first reported a position in iShares Russell Top 200 Growth ETF in Q4 2024 and has held it in 7 quarters since.
692 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.