Matthew Hamilton Rosenberg’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Matthew Hamilton Rosenberg’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	$125K	Hold	429	–	–	0.02%	316
2026 Q1	$107K	Hold	429	–	–	0.02%	316
2025 Q4	$119K	Hold	429	–	–	0.02%	302
2025 Q3	$117K	Sell	429 -39	-8%	-$10.1K	0.03%	298
2025 Q2	$115K	Hold	468	–	–	0.03%	305
2025 Q1	$98.7K	Buy	468 +199	+74%	+$45.8K	0.02%	319
2024 Q4	$63.3K	Buy	269 +107	+66%	+$24.6K	0.02%	385
2024 Q3	$35.6K	Buy	+162	New	+$34.5K	0.01%	481

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

Matthew Hamilton Rosenberg's IWY Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 429 shares worth $125K. The position accounts for 0.02% of the portfolio, ranked #316.

Matthew Hamilton Rosenberg first reported a position in IWY in Q3 2024 and has held it in 8 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Matthew Hamilton Rosenberg held 429 shares of iShares Russell Top 200 Growth ETF worth $125K as of Q2 2026.
Matthew Hamilton Rosenberg left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up 0.02% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #316 holding.
Matthew Hamilton Rosenberg first reported a position in iShares Russell Top 200 Growth ETF in Q3 2024 and has held it in 8 quarters since.
681 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.