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

Mason & Associates (Virginia)’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	$2.01M	Buy	6,933 +1	+0%	+$282	0.42%	19
2026 Q1	$1.72M	Sell	6,932 -51	-0.7%	-$13.5K	0.4%	19
2025 Q4	$1.93M	Sell	6,983 -446	-6%	-$124K	0.44%	18
2025 Q3	$1.83M	Hold	7,429	–	–	0.46%	17
2025 Q2	$1.83M	Sell	7,429 -4	-0.1%	-$890	0.46%	17
2025 Q1	$1.57M	Sell	7,433 -821	-10%	-$189K	0.45%	16
2024 Q4	$1.94M	Sell	8,254 -217	-3%	-$49.8K	0.58%	14
2024 Q3	$1.86M	Sell	8,471 -154	-2%	-$32.8K	0.57%	14
2024 Q2	$1.85M	Buy	+8,625	New	+$1.72M	0.61%	14

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

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

Mason & Associates (Virginia) increased its iShares Russell Top 200 Growth ETF (IWY) stake by 0.01% in Q2 2026, buying an estimated $282 and bringing the position to 6,933 shares worth $2.01M. The position accounts for 0.42% of the portfolio, ranked #19.

Mason & Associates (Virginia) first reported a position in IWY in Q2 2024 and has held it in 9 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Mason & Associates (Virginia) held 6,933 shares of iShares Russell Top 200 Growth ETF worth $2.01M as of Q2 2026.
Mason & Associates (Virginia) bought 1 iShares Russell Top 200 Growth ETF share in Q2 2026, an estimated $282.
iShares Russell Top 200 Growth ETF made up 0.42% of Mason & Associates (Virginia)'s portfolio in Q2 2026, its #19 holding.
Mason & Associates (Virginia) first reported a position in iShares Russell Top 200 Growth ETF in Q2 2024 and has held it in 9 quarters since.
684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Mason & Associates (Virginia)'s 13F filing for Q2 2026, filed 14 Jul 2026.