Mascoma Wealth Management’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Mascoma Wealth 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	$29.3K	Hold	101	–	–	0.01%	229
2026 Q1	$25.1K	Hold	101	–	–	0.01%	238
2025 Q4	$27.9K	Hold	101	–	–	0.01%	227
2025 Q3	$27.5K	Hold	101	–	–	0.01%	237
2025 Q2	$24.8K	Buy	101 +1	+1%	+$223	0.01%	246
2025 Q1	$21.2K	Buy	+100	New	+$23K	0.01%	257

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

Mascoma Wealth Management's IWY Position: Q2 2026 in Review

Mascoma Wealth Management held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 101 shares worth $29.3K. The position accounts for 0.01% of the portfolio, ranked #229.

Mascoma Wealth Management first reported a position in IWY in Q1 2025 and has held it in 6 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Mascoma Wealth Management held 101 shares of iShares Russell Top 200 Growth ETF worth $29.3K as of Q2 2026.
Mascoma Wealth Management 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 Mascoma Wealth Management's portfolio in Q2 2026, its #229 holding.
Mascoma Wealth Management first reported a position in iShares Russell Top 200 Growth ETF in Q1 2025 and has held it in 6 quarters since.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.