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

American Trust’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 		$915K Sell
6,252
-596
-9% -$82.2K 0.07% 118
2026
Q1 		$877K Sell
6,848
-93
-1% -$12.6K 0.08% 117
2025
Q4 		$950K Sell
6,941
-7,871
-53% -$1.1M 0.08% 120
2025
Q3 		$2.11M Sell
14,812
-3,878
-21% -$548K 0.18% 81
2025
Q2 		$2.59M Buy
18,690
+10,197
+120% +$1.29M 0.24% 70
2025
Q1 		$998K Sell
8,493
-11,153
-57% -$1.43M 0.25% 68
2024
Q4 		$2.49M Buy
+19,646
New +$2.5M 0.19% 79
2024
Q1 		– Sell
-4,610
Closed -$482K – 300
2023
Q4 		$482K Buy
4,610
+2,385
+107% +$226K 0.04% 146
2023
Q3 		$203K Sell
2,225
-4,050
-65% -$387K 0.02% 268
2023
Q2 		$606K Buy
6,275
+10
+0.2% +$911 0.04% 190
2023
Q1 		$570K Buy
6,265
+203
+3% +$18.1K 0.04% 194
2022
Q4 		$507K Sell
6,062
-141
-2% -$11.9K 0.05% 210
2022
Q3 		$487K Buy
6,203
+1,413
+29% +$122K 0.04% 198
2022
Q2 		$379K Buy
4,790
+921
+24% +$80.2K 0.03% 266
2022
Q1 		$389K Buy
+3,869
New +$385K 0.03% 292

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
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

American Trust's IWP Position: Q2 2026 in Review

American Trust reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 8.7% in Q2 2026, selling an estimated $82.2K and leaving 6,252 shares worth $915K. The position accounts for 0.07% of the portfolio, ranked #118.

American Trust first reported a position in IWP in Q1 2022 and has held it in 15 quarters since. The position peaked at $2.59M in Q2 2025. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • American Trust held 6,252 shares of iShares Russell Mid-Cap Growth ETF worth $915K as of Q2 2026.
  • American Trust sold 596 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $82.2K.
  • iShares Russell Mid-Cap Growth ETF made up 0.07% of American Trust's portfolio in Q2 2026, its #118 holding.
  • American Trust first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2022 and has held it in 15 quarters since.
  • American Trust's iShares Russell Mid-Cap Growth ETF position peaked at $2.59M in Q2 2025.
  • 1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on American Trust's 13F filing for Q2 2026, filed 14 Aug 2026.