MassMutual Private Wealth & Trust’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

MassMutual Private Wealth & Trust’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	$100K	Hold	344	–	–	﹤0.01%	587
2026 Q1	$85.6K	Sell	344 -75	-18%	-$19.9K	﹤0.01%	608
2025 Q4	$116K	Hold	419	–	–	﹤0.01%	564
2025 Q3	$115K	Hold	419	–	–	﹤0.01%	560
2025 Q2	$103K	Hold	419	–	–	﹤0.01%	583
2025 Q1	$88.4K	Sell	419 -499	-54%	-$115K	﹤0.01%	584
2024 Q4	$216K	Sell	918 -41	-4%	-$9.41K	0.01%	432
2024 Q3	$211K	Sell	959 -11	-1%	-$2.34K	0.01%	399
2024 Q2	$208K	Buy	970 +2	+0.2%	+$399	0.01%	395
2024 Q1	$189K	Buy	+968	New	+$181K	0.01%	388
2022 Q1	–	Sell	-151	Closed	-$26K	–	1578
2021 Q4	$26K	Sell	151 -2,500	-94%	-$416K	﹤0.01%	570
2021 Q3	$405K	Hold	2,651	–	–	0.02%	305
2021 Q2	$399K	Sell	2,651 -2,407	-48%	-$344K	0.02%	300
2021 Q1	$681K	Sell	5,058 -284	-5%	-$38.1K	0.03%	252
2020 Q4	$711K	Buy	5,342 +281	+6%	+$35.4K	0.04%	239
2020 Q3	$614K	Sell	5,061 -275	-5%	-$32.4K	0.04%	236
2020 Q2	$569K	Buy	+5,336	New	+$523K	0.04%	230

Other funds holding IWY

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

FCBT

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

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

VFG

Victory Financial Group Austin, Texas $953M AUM 27.83% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

MassMutual Private Wealth & Trust's IWY Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 344 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

MassMutual Private Wealth & Trust first reported a position in IWY in Q2 2020 and has held it in 17 quarters since. The position peaked at $711K in Q4 2020. 308 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

MassMutual Private Wealth & Trust held 344 shares of iShares Russell Top 200 Growth ETF worth $100K as of Q2 2026.
MassMutual Private Wealth & Trust 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 MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #587 holding.
MassMutual Private Wealth & Trust first reported a position in iShares Russell Top 200 Growth ETF in Q2 2020 and has held it in 17 quarters since.
MassMutual Private Wealth & Trust's iShares Russell Top 200 Growth ETF position peaked at $711K in Q4 2020.
308 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.