1ST Source Bank’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

1ST Source Bank’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.17M	Sell	7,979 -205	-3%	-$28.3K	0.05%	141
2026 Q1	$1.05M	Sell	8,184 -5,125	-39%	-$694K	0.05%	144
2025 Q4	$1.82M	Sell	13,309 -801	-6%	-$112K	0.1%	98
2025 Q3	$2.01M	Buy	14,110 +448	+3%	+$63.3K	0.11%	97
2025 Q2	$1.89M	Buy	13,662 +410	+3%	+$51.9K	0.1%	97
2025 Q1	$1.56M	Buy	13,252 +883	+7%	+$114K	0.09%	108
2024 Q4	$1.57M	Buy	12,369 +173	+1%	+$22K	0.09%	105
2024 Q3	$1.43M	Buy	12,196 +437	+4%	+$48.9K	0.08%	113
2024 Q2	$1.3M	Sell	11,759 -2,171	-16%	-$239K	0.08%	115
2024 Q1	$1.59M	Buy	13,930 +5,355	+62%	+$579K	0.09%	106
2023 Q4	$896K	Buy	8,575 +466	+6%	+$44.2K	0.05%	138
2023 Q3	$741K	Buy	8,109 +1,499	+23%	+$143K	0.05%	144
2023 Q2	$639K	Sell	6,610 -200	-3%	-$18.2K	0.04%	157
2023 Q1	$620K	Sell	6,810 -66	-1%	-$5.89K	0.04%	165
2022 Q4	$575K	Buy	6,876 +66	+1%	+$5.55K	0.04%	169
2022 Q3	$534K	Hold	6,810	–	–	0.04%	168
2022 Q2	$539K	Hold	6,810	–	–	0.04%	170
2022 Q1	$684K	Sell	6,810 -50	-0.7%	-$4.98K	0.04%	160
2021 Q4	$790K	Hold	6,860	–	–	0.05%	154
2021 Q3	$769K	Sell	6,860 -50	-0.7%	-$5.75K	0.05%	148
2021 Q2	$782K	Sell	6,910 -110	-2%	-$11.7K	0.05%	153
2021 Q1	$716K	Sell	7,020 -40	-0.6%	-$4.18K	0.05%	152
2020 Q4	$725K	Sell	7,060 -800	-10%	-$76.1K	0.05%	144
2020 Q3	$679K	Hold	7,860	–	–	0.06%	135
2020 Q2	$621K	Hold	7,860	–	–	0.05%	144
2020 Q1	$478K	Hold	7,860	–	–	0.05%	146
2019 Q4	$600K	Hold	7,860	–	–	0.04%	149
2019 Q3	$556K	Hold	7,860	–	–	0.05%	148
2019 Q2	$560K	Hold	7,860	–	–	0.05%	149
2019 Q1	$533K	Hold	7,860	–	–	0.05%	150
2018 Q4	$447K	Hold	7,860	–	–	0.04%	148
2018 Q3	$533K	Sell	7,860 -100	-1%	-$6.65K	0.04%	151
2018 Q2	$504K	Hold	7,960	–	–	0.04%	149
2018 Q1	$489K	Hold	7,960	–	–	0.04%	152
2017 Q4	$480K	Hold	7,960	–	–	0.04%	152
2017 Q3	$450K	Hold	7,960	–	–	0.04%	156
2017 Q2	$430K	Sell	7,960 -140	-2%	-$7.45K	0.04%	164
2017 Q1	$420K	Hold	8,100	–	–	0.04%	167
2016 Q4	$394K	Buy	8,100 +2,000	+33%	+$96.4K	0.04%	167
2016 Q3	$297K	Hold	6,100	–	–	0.03%	186
2016 Q2	$285K	Buy	6,100 +1,100	+22%	+$50.9K	0.03%	189
2016 Q1	$230K	Hold	5,000	–	–	0.03%	203
2015 Q4	$230K	Hold	5,000	–	–	0.03%	198
2015 Q3	$222K	Hold	5,000	–	–	0.03%	233
2015 Q2	$242K	Hold	5,000	–	–	0.03%	226
2015 Q1	$245K	Hold	5,000	–	–	0.03%	195
2014 Q4	$233K	Hold	5,000	–	–	0.03%	201
2014 Q3	$221K	Hold	5,000	–	–	0.03%	197
2014 Q2	$224K	Hold	5,000	–	–	0.03%	203
2014 Q1	$215K	Hold	5,000	–	–	0.03%	200
2013 Q4	$211K	Buy	+5,000	New	+$202K	0.03%	210

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

1ST Source Bank's IWP Position: Q2 2026 in Review

1ST Source Bank reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.5% in Q2 2026, selling an estimated $28.3K and leaving 7,979 shares worth $1.17M. The position accounts for 0.05% of the portfolio, ranked #141.

1ST Source Bank first reported a position in IWP in Q4 2013 and has held it in 51 quarters since. The position peaked at $2.01M in Q3 2025. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

1ST Source Bank held 7,979 shares of iShares Russell Mid-Cap Growth ETF worth $1.17M as of Q2 2026.
1ST Source Bank sold 205 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $28.3K.
iShares Russell Mid-Cap Growth ETF made up 0.05% of 1ST Source Bank's portfolio in Q2 2026, its #141 holding.
1ST Source Bank first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2013 and has held it in 51 quarters since.
1ST Source Bank's iShares Russell Mid-Cap Growth ETF position peaked at $2.01M in Q3 2025.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on 1ST Source Bank's 13F filing for Q2 2026, filed 6 Aug 2026.