MA
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Mezzasalma Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Mezzasalma Advisors’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 		$5.82M Buy
32,471
+1,955
+6% +$552K 1.17% 24
2026
Q1 		$4.94M Buy
30,516
+875
+3% +$232K 1.26% 20
2025
Q4 		$5.52M Buy
29,641
+9,421
+47% +$2.61M 1.33% 16
2025
Q3 		$5.53M Buy
20,220
+314
+2% +$81.2K 1.42% 15
2025
Q2 		$4.91M Buy
19,906
+264
+1% +$58.8K 1.47% 15
2025
Q1 		$4.14M Buy
19,642
+394
+2% +$90.6K 1.43% 17
2024
Q4 		$4.53M Sell
19,248
-355
-2% -$81.5K 1.46% 16
2024
Q3 		$4.31M Buy
19,603
+53
+0.3% +$11.3K 1.7% 15
2024
Q2 		$4.19M Buy
19,550
+3,906
+25% +$778K 1.8% 14
2024
Q1 		$3.05M Buy
15,644
+3,030
+24% +$566K 1.44% 16
2023
Q4 		$2.21M Buy
12,614
+603
+5% +$99K 1.21% 17
2023
Q3 		$1.85M Buy
12,011
+179
+2% +$28.6K 1.14% 21
2023
Q2 		$1.88M Buy
11,832
+3,118
+36% +$455K 1.14% 20
2023
Q1 		$1.21M Buy
8,714
+27
+0.3% +$3.5K 0.86% 26
2022
Q4 		$1.05M Sell
8,687
-210
-2% -$26.1K 0.91% 25
2022
Q3 		$1.06M Buy
8,897
+1,397
+19% +$188K 0.84% 23
2022
Q2 		$939K Sell
7,500
-69
-0.9% -$9.47K 0.79% 26
2022
Q1 		$1.2M Buy
7,569
+1,953
+35% +$304K 0.75% 26
2021
Q4 		$974K Buy
5,616
+72
+1% +$12K 0.52% 37
2021
Q3 		$846K Sell
5,544
-49
-0.9% -$7.73K 0.48% 39
2021
Q2 		$842K Sell
5,593
-5
-0.1% -$716 0.46% 40
2021
Q1 		$753K Sell
5,598
-21
-0.4% -$2.81K 0.48% 39
2020
Q4 		$748K Buy
+5,619
New +$709K 0.48% 40

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

Mezzasalma Advisors's IWY Position: Q2 2026 in Review

Mezzasalma Advisors increased its iShares Russell Top 200 Growth ETF (IWY) stake by 6.4% in Q2 2026, buying an estimated $552K and bringing the position to 32,471 shares worth $5.82M. The position accounts for 1.17% of the portfolio, ranked #24.

Mezzasalma Advisors first reported a position in IWY in Q4 2020 and has held it in 23 quarters since. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Mezzasalma Advisors held 32,471 shares of iShares Russell Top 200 Growth ETF worth $5.82M as of Q2 2026.
  • Mezzasalma Advisors bought 1,955 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $552K.
  • iShares Russell Top 200 Growth ETF made up 1.17% of Mezzasalma Advisors's portfolio in Q2 2026, its #24 holding.
  • Mezzasalma Advisors first reported a position in iShares Russell Top 200 Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.