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

Harbor Asset 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 		$307K Hold
1,056
– – 0.23% 80
2026
Q1 		$263K Buy
1,056
+2
+0.2% +$530 0.22% 82
2025
Q4 		$292K Buy
1,054
+1
+0.1% +$277 0.25% 75
2025
Q3 		$288K Hold
1,053
– – 0.26% 72
2025
Q2 		$259K Buy
+1,053
New +$234K 0.25% 76

Other funds holding IWY

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return

Harbor Asset Planning's IWY Position: Q2 2026 in Review

Harbor Asset Planning held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 1,056 shares worth $307K. The position accounts for 0.23% of the portfolio, ranked #80.

Harbor Asset Planning first reported a position in IWY in Q2 2025 and has held it in 5 quarters since. 207 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Harbor Asset Planning held 1,056 shares of iShares Russell Top 200 Growth ETF worth $307K as of Q2 2026.
  • Harbor Asset Planning left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell Top 200 Growth ETF made up 0.23% of Harbor Asset Planning's portfolio in Q2 2026, its #80 holding.
  • Harbor Asset Planning first reported a position in iShares Russell Top 200 Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 207 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.