HM Payson & Co’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

HM Payson & Co’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	$106K	Hold	363	–	–	﹤0.01%	556
2026 Q1	$90.4K	Hold	363	–	–	﹤0.01%	576
2025 Q4	$101K	Hold	363	–	–	﹤0.01%	553
2025 Q3	$99.4K	Hold	363	–	–	﹤0.01%	563
2025 Q2	$89.5K	Hold	363	–	–	﹤0.01%	551
2025 Q1	$76.6K	Hold	363	–	–	﹤0.01%	568
2024 Q4	$85.5K	Hold	363	–	–	﹤0.01%	555
2024 Q3	$79.9K	Hold	363	–	–	﹤0.01%	559
2024 Q2	$77.9K	Hold	363	–	–	﹤0.01%	534
2024 Q1	$70.9K	Hold	363	–	–	﹤0.01%	551
2023 Q4	$63.6K	Hold	363	–	–	﹤0.01%	550
2023 Q3	$55.9K	Hold	363	–	–	﹤0.01%	560
2023 Q2	$57.6K	Hold	363	–	–	﹤0.01%	555
2023 Q1	$50.5K	Hold	363	–	–	﹤0.01%	562
2022 Q4	$43.8K	Hold	363	–	–	﹤0.01%	574
2022 Q3	$43K	Hold	363	–	–	﹤0.01%	595
2022 Q2	$45K	Hold	363	–	–	﹤0.01%	596
2022 Q1	$58K	Hold	363	–	–	﹤0.01%	574
2021 Q4	$63K	Hold	363	–	–	﹤0.01%	571
2021 Q3	$55K	Hold	363	–	–	﹤0.01%	577
2021 Q2	$55K	Buy	+363	New	+$51.9K	﹤0.01%	569

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FCBT

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HM Payson & Co's IWY Position: Q2 2026 in Review

HM Payson & Co held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 363 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

HM Payson & Co first reported a position in IWY in Q2 2021 and has held it in 21 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

HM Payson & Co held 363 shares of iShares Russell Top 200 Growth ETF worth $106K as of Q2 2026.
HM Payson & Co left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #556 holding.
HM Payson & Co first reported a position in iShares Russell Top 200 Growth ETF in Q2 2021 and has held it in 21 quarters since.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.