Mattson Financial Services’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Mattson Financial Services’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	$543K	Buy	1,913 +38	+2%	+$10.7K	0.11%	142
2026 Q1	$467K	Buy	1,875 +540	+40%	+$143K	0.11%	145
2025 Q4	$370K	Buy	1,335 +181	+16%	+$50.1K	0.09%	152
2025 Q3	$316K	Buy	+1,154	New	+$299K	0.08%	156
2025 Q2	–	Sell	-255	Closed	-$53.8K	–	252
2025 Q1	$53.8K	Hold	255	–	–	0.02%	181
2024 Q4	$56.1K	Hold	255	–	–	0.02%	170
2024 Q3	$54.7K	Hold	255	–	–	0.02%	164
2024 Q2	$54.7K	Buy	+255	New	+$50.8K	0.02%	164

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

Mattson Financial Services's IWY Position: Q2 2026 in Review

Mattson Financial Services increased its iShares Russell Top 200 Growth ETF (IWY) stake by 2% in Q2 2026, buying an estimated $10.7K and bringing the position to 1,913 shares worth $543K. The position accounts for 0.11% of the portfolio, ranked #142.

Mattson Financial Services first reported a position in IWY in Q2 2024 and has held it in 8 quarters since. 681 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Mattson Financial Services held 1,913 shares of iShares Russell Top 200 Growth ETF worth $543K as of Q2 2026.
Mattson Financial Services bought 38 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $10.7K.
iShares Russell Top 200 Growth ETF made up 0.11% of Mattson Financial Services's portfolio in Q2 2026, its #142 holding.
Mattson Financial Services first reported a position in iShares Russell Top 200 Growth ETF in Q2 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 Mattson Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.