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Mason & Associates (California)’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Mason & Associates (California)’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 		$285K Sell
979
-180
-16% -$50.8K 0.05% 143
2026
Q1 		$278K Buy
1,159
+1
+0.1% +$265 0.05% 137
2025
Q4 		$321K Hold
1,158
– – 0.06% 128
2025
Q3 		$317K Buy
1,158
+1
+0.1% +$259 0.06% 103
2025
Q2 		$285K Buy
1,157
+4
+0.3% +$890 0.07% 103
2025
Q1 		$243K Hold
1,153
– – 0.06% 100
2024
Q4 		$271K Hold
1,153
– – 0.06% 93
2024
Q3 		$254K Buy
1,153
+26
+2% +$5.53K 0.06% 99
2024
Q2 		$242K Hold
1,127
– – 0.06% 95
2024
Q1 		$220K Sell
1,127
-300
-21% -$56.1K 0.06% 105
2023
Q4 		$250K Hold
1,427
– – 0.07% 74
2023
Q3 		$220K Sell
1,427
-56
-4% -$8.93K 0.07% 78
2023
Q2 		$235K Sell
1,483
-256
-15% -$37.3K 0.07% 80
2023
Q1 		$242K Sell
1,739
-152
-8% -$19.7K 0.07% 76
2022
Q4 		$228K Sell
1,891
-1,052
-36% -$131K 0.07% 70
2022
Q3 		$352K Sell
2,943
-416
-12% -$55.8K 0.12% 57
2022
Q2 		$421K Sell
3,359
-130,867
-97% -$18M 0.15% 55
2022
Q1 		$21.3M Buy
134,226
+400
+0.3% +$62.4K 6.52% 3
2021
Q4 		$23.2M Buy
+133,826
New +$22.3M 7.05% 3

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

Mason & Associates (California)'s IWY Position: Q2 2026 in Review

Mason & Associates (California) reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 16% in Q2 2026, selling an estimated $50.8K and leaving 979 shares worth $285K. The position accounts for 0.05% of the portfolio, ranked #143.

Mason & Associates (California) first reported a position in IWY in Q4 2021 and has held it in 19 quarters since. The position peaked at $23.2M in Q4 2021. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Mason & Associates (California) held 979 shares of iShares Russell Top 200 Growth ETF worth $285K as of Q2 2026.
  • Mason & Associates (California) sold 180 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $50.8K.
  • iShares Russell Top 200 Growth ETF made up 0.05% of Mason & Associates (California)'s portfolio in Q2 2026, its #143 holding.
  • Mason & Associates (California) first reported a position in iShares Russell Top 200 Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Mason & Associates (California)'s iShares Russell Top 200 Growth ETF position peaked at $23.2M in Q4 2021.
  • 681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.