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Stonebridge Financial Planning Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Stonebridge Financial Planning Group’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 		$14.9M Sell
59,896
-2,304
-4% -$610K 5.47% 1
2025
Q4 		$17.2M Sell
62,200
-319
-0.5% -$88.4K 6.22% 1
2025
Q3 		$17.1M Buy
62,519
+802
+1% +$207K 6.42% 1
2025
Q2 		$15.2M Sell
61,717
-2,023
-3% -$450K 6.35% 1
2025
Q1 		$13.4M Sell
63,740
-2,649
-4% -$609K 6.14% 1
2024
Q4 		$15.6M Sell
66,389
-934
-1% -$214K 6.98% 1
2024
Q3 		$14.8M Sell
67,323
-419
-0.6% -$89.2K 7.06% 1
2024
Q2 		$14.5M Sell
67,742
-1,168
-2% -$233K 7.3% 1
2024
Q1 		$13.4M Sell
68,910
-1,364
-2% -$255K 7.11% 1
2023
Q4 		$12.3M Buy
70,274
+166
+0.2% +$27.2K 7.09% 1
2023
Q3 		$10.8M Sell
70,108
-4,381
-6% -$699K 6.92% 1
2023
Q2 		$11.8M Sell
74,489
-1,595
-2% -$233K 7.2% 1
2023
Q1 		$10.6M Sell
76,084
-6,152
-7% -$799K 6.82% 1
2022
Q4 		$9.91M Sell
82,236
-2,448
-3% -$304K 6.6% 1
2022
Q3 		$10.1M Buy
84,684
+1,886
+2% +$253K 7.08% 1
2022
Q2 		$10.4M Sell
82,798
-2,765
-3% -$380K 7.04% 1
2022
Q1 		$13.6M Buy
85,563
+2,957
+4% +$461K 7.61% 1
2021
Q4 		$12.9M Buy
82,606
+1,806
+2% +$301K 6.74% 1
2021
Q3 		$13.6M Buy
80,800
+908
+1% +$143K 6.66% 1
2021
Q2 		$12.4M Buy
79,892
+1,526
+2% +$218K 6.58% 1
2021
Q1 		$11.2M Sell
78,366
-199
-0.3% -$26.7K 6.53% 1
2020
Q4 		$10.5M Buy
78,565
+3,722
+5% +$469K 6.62% 1
2020
Q3 		$9.38M Buy
74,843
+7,305
+11% +$860K 6.74% 1
2020
Q2 		$7.34M Buy
67,538
+5,332
+9% +$523K 6.25% 1
2020
Q1 		$5.54M Buy
62,206
+6,860
+12% +$653K 5.52% 1
2019
Q4 		$5.34M Buy
+55,346
New +$5.05M 4.83% 1

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
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

Stonebridge Financial Planning Group's IWY Position: Q1 2026 in Review

Stonebridge Financial Planning Group reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 3.7% in Q1 2026, selling an estimated $610K and leaving 59,896 shares worth $14.9M. The position accounts for 5.47% of the portfolio, ranked #1.

Stonebridge Financial Planning Group first reported a position in IWY in Q4 2019 and has held it in 26 quarters since. The position peaked at $17.2M in Q4 2025. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

  • Stonebridge Financial Planning Group held 59,896 shares of iShares Russell Top 200 Growth ETF worth $14.9M as of Q1 2026.
  • Stonebridge Financial Planning Group sold 2,304 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $610K.
  • iShares Russell Top 200 Growth ETF made up 5.47% of Stonebridge Financial Planning Group's portfolio in Q1 2026, its #1 holding.
  • Stonebridge Financial Planning Group first reported a position in iShares Russell Top 200 Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Stonebridge Financial Planning Group's iShares Russell Top 200 Growth ETF position peaked at $17.2M in Q4 2025.
  • 638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.