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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
Q2 		$17.6M Buy
60,541
+645
+1% +$182K 5.6% 1
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 $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $617B AUM 30.33% 1-Year Est. Return

Stonebridge Financial Planning Group's IWY Position: Q2 2026 in Review

Stonebridge Financial Planning Group increased its iShares Russell Top 200 Growth ETF (IWY) stake by 1.1% in Q2 2026, buying an estimated $182K and bringing the position to 60,541 shares worth $17.6M. The position accounts for 5.6% of the portfolio, ranked #1.

Stonebridge Financial Planning Group first reported a position in IWY in Q4 2019 and has held it in 27 quarters since. 686 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Stonebridge Financial Planning Group held 60,541 shares of iShares Russell Top 200 Growth ETF worth $17.6M as of Q2 2026.
  • Stonebridge Financial Planning Group bought 645 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $182K.
  • iShares Russell Top 200 Growth ETF made up 5.6% of Stonebridge Financial Planning Group's portfolio in Q2 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 27 quarters since.
  • 686 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.