XY Planning Network
IWY icon

XY Planning Network’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

XY Planning Network’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
Q3 		$347K Hold
1,175
– – 0.04% 297
2026
Q2 		$341K Hold
1,175
– – 0.04% 273
2026
Q1 		$295K Buy
1,175
+29
+3% +$7.68K 0.05% 237
2025
Q4 		$317K Buy
1,146
+15
+1% +$4.16K 0.06% 215
2025
Q3 		$279K Hold
1,131
– – 0.09% 150
2025
Q2 		$279K Buy
+1,131
New +$252K 0.09% 150

Other funds holding IWY

First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Victory Financial Group
Victory Financial Group Austin, Texas $1.09B AUM 19.21% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Intelligence Driven Advisers
Intelligence Driven Advisers Carlsbad, California $579M AUM 17.84% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
LifeWealth Investments
LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

XY Planning Network's IWY Position: Q3 2026 in Review

XY Planning Network held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q3 2026 at 1,175 shares worth $347K. The position accounts for 0.04% of the portfolio, ranked #297.

XY Planning Network first reported a position in IWY in Q2 2025 and has held it in 6 quarters since. 268 funds tracked by Wall St. Rank hold IWY as of Q3 2026.

  • XY Planning Network held 1,175 shares of iShares Russell Top 200 Growth ETF worth $347K as of Q3 2026.
  • XY Planning Network left its iShares Russell Top 200 Growth ETF share count unchanged in Q3 2026.
  • iShares Russell Top 200 Growth ETF made up 0.04% of XY Planning Network's portfolio in Q3 2026, its #297 holding.
  • XY Planning Network first reported a position in iShares Russell Top 200 Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • 268 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.