Adirondack Trust Company’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Adirondack Trust Company’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	$40.4K	Sell	276 -6	-2%	-$827	0.01%	285
2026 Q1	$36.1K	Hold	282	–	–	0.01%	279
2025 Q4	$38.6K	Hold	282	–	–	0.01%	272
2025 Q3	$40.2K	Sell	282 -14	-5%	-$1.98K	0.01%	272
2025 Q2	$41K	Hold	296	–	–	0.01%	258
2025 Q1	$34.8K	Hold	296	–	–	0.01%	261
2024 Q4	$37.5K	Hold	296	–	–	0.01%	259
2024 Q3	$34.7K	Hold	296	–	–	0.01%	269
2024 Q2	$32.7K	Buy	296 +130	+78%	+$14.3K	0.01%	267
2024 Q1	$18.9K	Hold	166	–	–	0.01%	304
2023 Q4	$18.5K	Buy	+166	New	+$15.7K	0.01%	307
2023 Q2	–	Sell	-42	Closed	-$3.82K	–	478
2023 Q1	$3.82K	Buy	+42	New	+$3.75K	﹤0.01%	419

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

Adirondack Trust Company's IWP Position: Q2 2026 in Review

Adirondack Trust Company reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.1% in Q2 2026, selling an estimated $827 and leaving 276 shares worth $40.4K. The position accounts for 0.01% of the portfolio, ranked #285.

Adirondack Trust Company first reported a position in IWP in Q1 2023 and has held it in 12 quarters since. The position peaked at $41K in Q2 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Adirondack Trust Company held 276 shares of iShares Russell Mid-Cap Growth ETF worth $40.4K as of Q2 2026.
Adirondack Trust Company sold 6 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $827.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Adirondack Trust Company's portfolio in Q2 2026, its #285 holding.
Adirondack Trust Company first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2023 and has held it in 12 quarters since.
Adirondack Trust Company's iShares Russell Mid-Cap Growth ETF position peaked at $41K in Q2 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Adirondack Trust Company's 13F filing for Q2 2026, filed 16 Jul 2026.