Larson Financial Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Larson Financial Group’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	$818K	Buy	3,289 +20	+0.6%	+$5.3K	0.03%	357
2025 Q4	$905K	Buy	3,269 +1	+0%	+$277	0.03%	331
2025 Q3	$894K	Sell	3,268 -145	-4%	-$37.5K	0.03%	331
2025 Q2	$841K	Buy	3,413 +174	+5%	+$38.7K	0.03%	324
2025 Q1	$683K	Buy	3,239 +1	+0%	+$230	0.03%	328
2024 Q4	$762K	Hold	3,238	–	–	0.04%	283
2024 Q3	$713K	Buy	3,238 +200	+7%	+$42.6K	0.04%	271
2024 Q2	$652K	Buy	3,038 +3,013	+12,052%	+$600K	0.04%	235
2024 Q1	$4.96K	Buy	+25	New	+$4.67K	﹤0.01%	1205
2023 Q1	–	Sell	-25	Closed	-$3.03K	–	1579
2022 Q4	$3.03K	Hold	25	–	–	﹤0.01%	1128
2022 Q3	$3K	Buy	+25	New	+$3.36K	﹤0.01%	1055
2022 Q2	–	Sell	-4	Closed	-$1K	–	1246
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	977
2021 Q4	$1K	Hold	4	–	–	﹤0.01%	1019
2021 Q3	$1K	Hold	4	–	–	﹤0.01%	836
2021 Q2	$1K	Buy	+4	New	+$572	﹤0.01%	776

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Larson Financial Group's IWY Position: Q1 2026 in Review

Larson Financial Group increased its iShares Russell Top 200 Growth ETF (IWY) stake by 0.61% in Q1 2026, buying an estimated $5.3K and bringing the position to 3,289 shares worth $818K. The position accounts for 0.03% of the portfolio, ranked #357.

Larson Financial Group first reported a position in IWY in Q2 2021 and has held it in 15 quarters since. The position peaked at $905K in Q4 2025. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

Larson Financial Group held 3,289 shares of iShares Russell Top 200 Growth ETF worth $818K as of Q1 2026.
Larson Financial Group bought 20 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $5.3K.
iShares Russell Top 200 Growth ETF made up 0.03% of Larson Financial Group's portfolio in Q1 2026, its #357 holding.
Larson Financial Group first reported a position in iShares Russell Top 200 Growth ETF in Q2 2021 and has held it in 15 quarters since.
Larson Financial Group's iShares Russell Top 200 Growth ETF position peaked at $905K in Q4 2025.
638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.