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

TFO 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 		$303K Hold
1,218
– – 0.04% 58
2025
Q4 		$337K Hold
1,218
– – 0.05% 47
2025
Q3 		$333K Buy
+1,218
New +$315K 0.05% 46

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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

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

TFO Wealth Partners held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q1 2026 at 1,218 shares worth $303K. The position accounts for 0.04% of the portfolio, ranked #58.

TFO Wealth Partners first reported a position in IWY in Q3 2025 and has held it in 3 quarters since. The position peaked at $337K in Q4 2025. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

  • TFO Wealth Partners held 1,218 shares of iShares Russell Top 200 Growth ETF worth $303K as of Q1 2026.
  • TFO Wealth Partners left its iShares Russell Top 200 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell Top 200 Growth ETF made up 0.04% of TFO Wealth Partners's portfolio in Q1 2026, its #58 holding.
  • TFO Wealth Partners first reported a position in iShares Russell Top 200 Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • TFO Wealth Partners's iShares Russell Top 200 Growth ETF position peaked at $337K in Q4 2025.
  • 638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

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