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Strategic Wealth Partners’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Strategic Wealth Partners’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 		$17.4K Hold
70
– – ﹤0.01% 746
2025
Q4 		$19.4K Hold
70
– – ﹤0.01% 706
2025
Q3 		$19.2K Buy
+70
New +$18.1K ﹤0.01% 747

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 $71.6B AUM 21.08% 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

Strategic Wealth Partners's IWY Position: Q1 2026 in Review

Strategic Wealth Partners held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q1 2026 at 70 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #746.

Strategic Wealth Partners first reported a position in IWY in Q3 2025 and has held it in 3 quarters since. The position peaked at $19.4K in Q4 2025. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

  • Strategic Wealth Partners held 70 shares of iShares Russell Top 200 Growth ETF worth $17.4K as of Q1 2026.
  • Strategic Wealth Partners left its iShares Russell Top 200 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell Top 200 Growth ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #746 holding.
  • Strategic Wealth Partners first reported a position in iShares Russell Top 200 Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Strategic Wealth Partners's iShares Russell Top 200 Growth ETF position peaked at $19.4K in Q4 2025.
  • 638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.