Planning Project LLC’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Planning Project LLC’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
2025 Q4	$94.3K	Buy	+340	New	+$94.2K	0.02%	51

Other funds holding IWY

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Planning Project LLC's IWY Position: Q4 2025 in Review

Planning Project LLC opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q4 2025: 340 shares worth $94.3K. The stake represents 0.02% of the portfolio and ranks #51 among its holdings.

648 funds tracked by Wall St. Rank hold IWY as of Q4 2025.

Planning Project LLC held 340 shares of iShares Russell Top 200 Growth ETF worth $94.3K as of Q4 2025.
iShares Russell Top 200 Growth ETF was a new Planning Project LLC position in Q4 2025.
iShares Russell Top 200 Growth ETF made up 0.02% of Planning Project LLC's portfolio in Q4 2025, its #51 holding.
648 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.