Alaska Permanent Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Alaska Permanent Capital Management’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 Q1	–	Sell	-55	Closed	-$7.53K	–	42
2025 Q4	$7.53K	Sell	55 -1	-2%	-$140	﹤0.01%	41
2025 Q3	$7.97K	Hold	56	–	–	﹤0.01%	42
2025 Q2	$7.76K	Hold	56	–	–	﹤0.01%	37
2025 Q1	$6.58K	Sell	56 -30	-35%	-$3.86K	﹤0.01%	33
2024 Q4	$10.9K	Hold	86	–	–	﹤0.01%	39
2024 Q3	$10.1K	Hold	86	–	–	﹤0.01%	39
2024 Q2	$9.49K	Hold	86	–	–	﹤0.01%	32
2024 Q1	$9.82K	Hold	86	–	–	﹤0.01%	41
2023 Q4	$8.98K	Sell	86 -5,817	-99%	-$551K	﹤0.01%	41
2023 Q3	$539K	Hold	5,903	–	–	0.05%	35
2023 Q2	$570K	Buy	+5,903	New	+$538K	0.05%	35

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Alaska Permanent Capital Management's IWP Position: Q1 2026 in Review

Alaska Permanent Capital Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026, closing a stake of 55 shares — an estimated $7.53K sold.

Alaska Permanent Capital Management first reported a position in IWP in Q2 2023 and held it in 11 quarters. The position peaked at $570K in Q2 2023. 1,178 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Alaska Permanent Capital Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Alaska Permanent Capital Management sold 55 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $7.53K.
Alaska Permanent Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2023 and held it in 11 quarters.
Alaska Permanent Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $570K in Q2 2023.
1,178 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Alaska Permanent Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.