Stronghold Wealth Management L.L.C. IWY — ISHARES RUSSELL TOP 200 GROWTH ETF

Ownership history in Stronghold Wealth Management L.L.C.  ·  3 quarters on record

AI Ownership Summary

Stronghold Wealth Management L.L.C. reported ISHARES RUSSELL TOP 200 GROWTH ETF (IWY) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.98% in 2025 Q4. The latest visible filing shows IWY at 0.89% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IWY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Stronghold Wealth Management L.L.C.'s position in ISHARES RUSSELL TOP 200 GROWTH ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IWY was reported at 0.89% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.98% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Stronghold Wealth Management L.L.C. held IWY — position size vs. price
% of Fund (quarterly)    IWY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 2,300 -84 -3.5% 0.89% $668K 2026-07-24 $274.68
2026 Q1 REDUCED — — — 2,384 -15 -0.6% 0.90% $593K 2026-04-30 $278.48
2025 Q4 INITIATED — — — 2,399 — — 0.98% $664K 2026-02-06 $266.01

🏢 Other funds also holding IWY

As of 2026 Q3 — sorted by position size

Planning Strategies Inc. 0.05%

FAQ About Stronghold Wealth Management L.L.C. and IWY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Stronghold Wealth Management L.L.C. reported owning IWY?

Stronghold Wealth Management L.L.C. reported IWY across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported IWY position in Stronghold Wealth Management L.L.C.'s portfolio?

The largest reported portfolio weight for IWY was 0.98% in 2025 Q4.

What is the latest reported IWY position on this page?

The most recent filing on this page is 2026 Q2, when Stronghold Wealth Management L.L.C. reported 2,300 shares, equal to 0.89% of portfolio, with an estimated market value of $668K.

What does the chart on this IWY ownership page compare?

The chart compares Stronghold Wealth Management L.L.C.'s quarterly IWY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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