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

Life Planning Partners’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	$332K	Hold	1,142	–	–	0.25%	56
2026 Q1	$284K	Hold	1,142	–	–	0.22%	60
2025 Q4	$316K	Sell	1,142 -537	-32%	-$149K	0.24%	57
2025 Q3	$459K	Hold	1,679	–	–	0.34%	47
2025 Q2	$414K	Hold	1,679	–	–	0.33%	47
2025 Q1	$354K	Hold	1,679	–	–	0.32%	45
2024 Q4	$395K	Sell	1,679 -1	-0.1%	-$230	0.37%	42
2024 Q3	$370K	Hold	1,680	–	–	0.33%	45
2024 Q2	$360K	Hold	1,680	–	–	0.33%	46
2024 Q1	$328K	Buy	1,680 +1,663	+9,782%	+$311K	0.33%	48
2023 Q4	$2.98K	Buy	+17	New	+$2.79K	﹤0.01%	200

Other funds holding IWY

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

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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

BFA

Boulay Financial Advisors Eden Prairie, Minnesota $1.08B AUM 23.64% 1-Year Est. Return

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Life Planning Partners's IWY Position: Q2 2026 in Review

Life Planning Partners held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 1,142 shares worth $332K. The position accounts for 0.25% of the portfolio, ranked #56.

Life Planning Partners first reported a position in IWY in Q4 2023 and has held it in 11 quarters since. The position peaked at $459K in Q3 2025. 372 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Life Planning Partners held 1,142 shares of iShares Russell Top 200 Growth ETF worth $332K as of Q2 2026.
Life Planning Partners left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.25% of Life Planning Partners's portfolio in Q2 2026, its #56 holding.
Life Planning Partners first reported a position in iShares Russell Top 200 Growth ETF in Q4 2023 and has held it in 11 quarters since.
Life Planning Partners's iShares Russell Top 200 Growth ETF position peaked at $459K in Q3 2025.
372 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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