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Patten & Patten’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Patten & Patten’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
Q1 		$1.3M Hold
5,221
– – 0.08% 159
2025
Q4 		$1.45M Hold
5,221
– – 0.08% 153
2025
Q3 		$1.43M Buy
+5,221
New +$1.35M 0.08% 159

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Patten & Patten's IWY Position: Q1 2026 in Review

Patten & Patten held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q1 2026 at 5,221 shares worth $1.3M. The position accounts for 0.08% of the portfolio, ranked #159.

Patten & Patten first reported a position in IWY in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.45M in Q4 2025. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

  • Patten & Patten held 5,221 shares of iShares Russell Top 200 Growth ETF worth $1.3M as of Q1 2026.
  • Patten & Patten left its iShares Russell Top 200 Growth ETF share count unchanged in Q1 2026.
  • iShares Russell Top 200 Growth ETF made up 0.08% of Patten & Patten's portfolio in Q1 2026, its #159 holding.
  • Patten & Patten first reported a position in iShares Russell Top 200 Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Patten & Patten's iShares Russell Top 200 Growth ETF position peaked at $1.45M in Q4 2025.
  • 638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.