SHP Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

SHP Wealth Management’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	$5.97K	Buy	+24	New	+$6.36K	﹤0.01%	1027

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 $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 $445B AUM 25.58% 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 $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

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

SHP Wealth Management's IWY Position: Q1 2026 in Review

SHP Wealth Management opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q1 2026: 24 shares worth $5.97K. The stake represents ﹤0.01% of the portfolio and ranks #1027 among its holdings.

642 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

SHP Wealth Management held 24 shares of iShares Russell Top 200 Growth ETF worth $5.97K as of Q1 2026.
iShares Russell Top 200 Growth ETF was a new SHP Wealth Management position in Q1 2026.
iShares Russell Top 200 Growth ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1027 holding.
642 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.