Plante Moran Financial Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Plante Moran Financial 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 Q2	$116K	Buy	400 +360	+900%	+$102K	0.01%	230
2026 Q1	$9.95K	Sell	40 -21	-34%	-$5.56K	﹤0.01%	516
2025 Q4	$16.9K	Buy	+61	New	+$16.9K	﹤0.01%	477
2019 Q1	–	Sell	-145	Closed	-$10K	–	860
2018 Q4	$10K	Buy	+145	New	+$11.2K	﹤0.01%	503

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

Plante Moran Financial Advisors's IWY Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its iShares Russell Top 200 Growth ETF (IWY) stake by 900% in Q2 2026, buying an estimated $102K and bringing the position to 400 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #230.

Plante Moran Financial Advisors first reported a position in IWY in Q4 2018 and has held it in 4 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Plante Moran Financial Advisors held 400 shares of iShares Russell Top 200 Growth ETF worth $116K as of Q2 2026.
Plante Moran Financial Advisors bought 360 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $102K.
iShares Russell Top 200 Growth ETF made up 0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #230 holding.
Plante Moran Financial Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2018 and has held it in 4 quarters since.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.