AlTi Global’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

AlTi Global’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	$1.37M	Sell	9,340 -105	-1%	-$14.5K	0.03%	215
2026 Q1	$1.21M	Hold	9,445	–	–	0.03%	208
2025 Q4	$1.29M	Sell	9,445 -363	-4%	-$50.7K	0.03%	203
2025 Q3	$1.4M	Hold	9,808	–	–	0.03%	201
2025 Q2	$1.36M	Sell	9,808 -816	-8%	-$103K	0.03%	198
2025 Q1	$1.25M	Sell	10,624 -494	-4%	-$63.5K	0.03%	186
2024 Q4	$1.41M	Hold	11,118	–	–	0.03%	187
2024 Q3	$1.3M	Sell	11,118 -226	-2%	-$25.3K	0.03%	189
2024 Q2	$1.25M	Sell	11,344 -224	-2%	-$24.6K	0.03%	188
2024 Q1	$1.32M	Buy	11,568 +143	+1%	+$15.5K	0.04%	182
2023 Q4	$1.19M	Buy	+11,425	New	+$1.08M	0.04%	169

Other funds holding IWP

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PMFA

Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

AlTi Global's IWP Position: Q2 2026 in Review

AlTi Global reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.1% in Q2 2026, selling an estimated $14.5K and leaving 9,340 shares worth $1.37M. The position accounts for 0.03% of the portfolio, ranked #215.

AlTi Global first reported a position in IWP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.41M in Q4 2024. 805 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

AlTi Global held 9,340 shares of iShares Russell Mid-Cap Growth ETF worth $1.37M as of Q2 2026.
AlTi Global sold 105 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $14.5K.
iShares Russell Mid-Cap Growth ETF made up 0.03% of AlTi Global's portfolio in Q2 2026, its #215 holding.
AlTi Global first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
AlTi Global's iShares Russell Mid-Cap Growth ETF position peaked at $1.41M in Q4 2024.
805 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.