LifePlan Investment Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

LifePlan Investment Advisors’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	$420K	Sell	1,689 -334	-17%	-$88.5K	0.17%	93
2025 Q4	$560K	Sell	2,023 -805	-28%	-$223K	0.23%	78
2025 Q3	$774K	Buy	2,828 +1,363	+93%	+$353K	0.32%	66
2025 Q2	$361K	Sell	1,465 -174	-11%	-$38.7K	0.18%	83
2025 Q1	$346K	Sell	1,639 -80	-5%	-$18.4K	0.2%	75
2024 Q4	$404K	Sell	1,719 -29	-2%	-$6.66K	0.25%	69
2024 Q3	$385K	Buy	1,748 +2	+0.1%	+$426	0.25%	65
2024 Q2	$375K	Buy	1,746 +4	+0.2%	+$797	0.27%	63
2024 Q1	$340K	Buy	1,742 +271	+18%	+$50.7K	0.27%	61
2023 Q4	$258K	Buy	+1,471	New	+$241K	0.24%	61

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 $71.6B AUM 21.08% 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

LifePlan Investment Advisors's IWY Position: Q1 2026 in Review

LifePlan Investment Advisors reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 17% in Q1 2026, selling an estimated $88.5K and leaving 1,689 shares worth $420K. The position accounts for 0.17% of the portfolio, ranked #93.

LifePlan Investment Advisors first reported a position in IWY in Q4 2023 and has held it in 10 quarters since. The position peaked at $774K in Q3 2025. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

LifePlan Investment Advisors held 1,689 shares of iShares Russell Top 200 Growth ETF worth $420K as of Q1 2026.
LifePlan Investment Advisors sold 334 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $88.5K.
iShares Russell Top 200 Growth ETF made up 0.17% of LifePlan Investment Advisors's portfolio in Q1 2026, its #93 holding.
LifePlan Investment Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2023 and has held it in 10 quarters since.
LifePlan Investment Advisors's iShares Russell Top 200 Growth ETF position peaked at $774K in Q3 2025.
638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.