Northeast Planning Associates NH’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Northeast Planning Associates NH’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	$1.15M	Sell	4,199 -4,427	-51%	-$1.25M	0.86%	27
2026 Q1	$2.15M	Buy	8,626 +467	+6%	+$124K	1.44%	18
2025 Q4	$2.26M	Buy	8,159 +24	+0.3%	+$6.65K	1.6%	18
2025 Q3	$2.23M	Sell	8,135 -2,169	-21%	-$561K	1.89%	16
2025 Q2	$2.54M	Buy	10,304 +403	+4%	+$89.7K	2.34%	12
2025 Q1	$2.09M	Buy	+9,901	New	+$2.28M	1.73%	14

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

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

Northeast Planning Associates NH's IWY Position: Q2 2026 in Review

Northeast Planning Associates NH reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 51% in Q2 2026, selling an estimated $1.25M and leaving 4,199 shares worth $1.15M. The position accounts for 0.86% of the portfolio, ranked #27.

Northeast Planning Associates NH first reported a position in IWY in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.54M in Q2 2025. 686 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Northeast Planning Associates NH held 4,199 shares of iShares Russell Top 200 Growth ETF worth $1.15M as of Q2 2026.
Northeast Planning Associates NH sold 4,427 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $1.25M.
iShares Russell Top 200 Growth ETF made up 0.86% of Northeast Planning Associates NH's portfolio in Q2 2026, its #27 holding.
Northeast Planning Associates NH first reported a position in iShares Russell Top 200 Growth ETF in Q1 2025 and has held it in 6 quarters since.
Northeast Planning Associates NH's iShares Russell Top 200 Growth ETF position peaked at $2.54M in Q2 2025.
686 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Northeast Planning Associates NH's 13F filing for Q2 2026, filed 30 Jul 2026.