Planning Strategies Inc.’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Planning Strategies Inc.’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	$91K	Buy	+313	New	+$88.4K	0.06%	109

Other funds holding IWY

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Planning Strategies Inc.'s IWY Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in iShares Russell Top 200 Growth ETF (IWY) in Q2 2026: 313 shares worth $91K. The stake represents 0.06% of the portfolio and ranks #109 among its holdings.

260 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Planning Strategies Inc. held 313 shares of iShares Russell Top 200 Growth ETF worth $91K as of Q2 2026.
iShares Russell Top 200 Growth ETF was a new Planning Strategies Inc. position in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.06% of Planning Strategies Inc.'s portfolio in Q2 2026, its #109 holding.
260 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.