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

MAI 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 		$2.48M Buy
8,542
+1,614
+23% +$456K 0.01% 645
2026
Q1 		$1.72M Buy
6,928
+267
+4% +$70.7K 0.01% 615
2025
Q4 		$1.84M Buy
6,661
+3,648
+121% +$1.01M 0.01% 578
2025
Q3 		$825K Sell
3,013
-24
-0.8% -$6.21K 0.01% 768
2025
Q2 		$749K Buy
3,037
+24
+0.8% +$5.34K 0.01% 729
2025
Q1 		$636K Sell
3,013
-902
-23% -$208K ﹤0.01% 746
2024
Q4 		$921K Sell
3,915
-50
-1% -$11.5K 0.01% 657
2024
Q3 		$872K Sell
3,965
-565
-12% -$120K 0.01% 593
2024
Q2 		$972K Sell
4,530
-9
-0.2% -$1.79K 0.01% 610
2024
Q1 		$886K Buy
4,539
+32
+0.7% +$5.98K 0.01% 618
2023
Q4 		$790K Buy
4,507
+231
+5% +$37.9K 0.01% 548
2023
Q3 		$658K Sell
4,276
-196
-4% -$31.3K 0.01% 544
2023
Q2 		$709K Sell
4,472
-66
-1% -$9.63K 0.01% 518
2023
Q1 		$630K Sell
4,538
-1,523
-25% -$198K 0.01% 560
2022
Q4 		$730K Buy
6,061
+3,529
+139% +$439K 0.01% 497
2022
Q3 		$303K Buy
2,532
+839
+50% +$113K 0.01% 694
2022
Q2 		$212K Buy
1,693
+198
+13% +$27.2K ﹤0.01% 794
2022
Q1 		$238K Sell
1,495
-652
-30% -$102K ﹤0.01% 762
2021
Q4 		$372K Sell
2,147
-34
-2% -$5.66K 0.01% 651
2021
Q3 		$333K Hold
2,181
– – 0.01% 602
2021
Q2 		$328K Hold
2,181
– – 0.01% 577
2021
Q1 		$293K Buy
+2,181
New +$292K 0.01% 588

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MAI Capital Management's IWY Position: Q2 2026 in Review

MAI Capital Management increased its iShares Russell Top 200 Growth ETF (IWY) stake by 23% in Q2 2026, buying an estimated $456K and bringing the position to 8,542 shares worth $2.48M. The position accounts for 0.01% of the portfolio, ranked #645.

MAI Capital Management first reported a position in IWY in Q1 2021 and has held it in 22 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • MAI Capital Management held 8,542 shares of iShares Russell Top 200 Growth ETF worth $2.48M as of Q2 2026.
  • MAI Capital Management bought 1,614 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $456K.
  • iShares Russell Top 200 Growth ETF made up 0.01% of MAI Capital Management's portfolio in Q2 2026, its #645 holding.
  • MAI Capital Management first reported a position in iShares Russell Top 200 Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.