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Burns Matteson Capital Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Burns Matteson Capital Management’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 		$9.55M Sell
32,859
-764
-2% -$216K 2.99% 6
2026
Q1 		$8.37M Buy
33,623
+1,523
+5% +$403K 3.06% 6
2025
Q4 		$8.89M Sell
32,100
-267
-0.8% -$74K 3.12% 7
2025
Q3 		$8.86M Buy
32,367
+1,182
+4% +$306K 3.5% 4
2025
Q2 		$7.69M Buy
31,185
+1,479
+5% +$329K 3.71% 4
2025
Q1 		$6.27M Sell
29,706
-107
-0.4% -$24.6K 3.37% 5
2024
Q4 		$7.01M Buy
29,813
+1,766
+6% +$405K 3.93% 4
2024
Q3 		$6.17M Sell
28,047
-977
-3% -$208K 3.46% 5
2024
Q2 		$6.23M Sell
29,024
-1,122
-4% -$224K 3.91% 5
2024
Q1 		$5.88M Sell
30,146
-1,761
-6% -$329K 3.8% 5
2023
Q4 		$5.59M Sell
31,907
-906
-3% -$149K 3.93% 4
2023
Q3 		$5.05M Buy
32,813
+9,499
+41% +$1.52M 3.22% 6
2023
Q2 		$3.7M Buy
23,314
+1,472
+7% +$215K 2.27% 8
2023
Q1 		$3.03M Sell
21,842
-1,444
-6% -$187K 1.93% 13
2022
Q4 		$2.81M Buy
23,286
+3,376
+17% +$420K 1.86% 15
2022
Q3 		$2.38M Buy
19,910
+22
+0.1% +$2.95K 1.75% 14
2022
Q2 		$2.49M Sell
19,888
-736
-4% -$101K 1.75% 13
2022
Q1 		$3.28M Sell
20,624
-90
-0.4% -$14K 2.28% 11
2021
Q4 		$3.59M Sell
20,714
-52
-0.3% -$8.66K 2.44% 11
2021
Q3 		$3.17M Sell
20,766
-523
-2% -$82.5K 2.4% 11
2021
Q2 		$3.21M Sell
21,289
-382
-2% -$54.7K 2.54% 11
2021
Q1 		$2.92M Sell
21,671
-1,459
-6% -$196K 2.79% 10
2020
Q4 		$3.08M Buy
+23,130
New +$2.92M 3.39% 7

Other funds holding IWY

FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
DC
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
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Burns Matteson Capital Management's IWY Position: Q2 2026 in Review

Burns Matteson Capital Management reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 2.3% in Q2 2026, selling an estimated $216K and leaving 32,859 shares worth $9.55M. The position accounts for 2.99% of the portfolio, ranked #6.

Burns Matteson Capital Management first reported a position in IWY in Q4 2020 and has held it in 23 quarters since. 108 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Burns Matteson Capital Management held 32,859 shares of iShares Russell Top 200 Growth ETF worth $9.55M as of Q2 2026.
  • Burns Matteson Capital Management sold 764 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $216K.
  • iShares Russell Top 200 Growth ETF made up 2.99% of Burns Matteson Capital Management's portfolio in Q2 2026, its #6 holding.
  • Burns Matteson Capital Management first reported a position in iShares Russell Top 200 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 108 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.