AMG National Trust Bank’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $43.2M | Buy |
337,497
+15,206
| +5% | +$2.06M | 0.94% | 27 |
|
|
2025
Q4 | $44.1M | Sell |
322,291
-12,343
| -4% | -$1.72M | 1.04% | 23 |
|
|
2025
Q3 | $47.7M | Buy |
334,634
+4,721
| +1% | +$667K | 1.16% | 19 |
|
|
2025
Q2 | $45.8M | Buy |
329,913
+3,757
| +1% | +$475K | 1.2% | 18 |
|
|
2025
Q1 | $38.3M | Buy |
326,156
+6,164
| +2% | +$792K | 1.07% | 23 |
|
|
2024
Q4 | $40.8M | Buy |
319,992
+897
| +0.3% | +$114K | 1.12% | 21 |
|
|
2024
Q3 | $37.4M | Sell |
319,095
-2,665
| -0.8% | -$298K | 1.01% | 23 |
|
|
2024
Q2 | $35.5M | Buy |
321,760
+7,708
| +2% | +$847K | 0.96% | 24 |
|
|
2024
Q1 | $35.8M | Sell |
314,052
-9,195
| -3% | -$995K | 1.05% | 22 |
|
|
2023
Q4 | $33.8M | Sell |
323,247
-2,219
| -0.7% | -$210K | 1.06% | 21 |
|
|
2023
Q3 | $29.7M | Sell |
325,466
-2,783
| -0.8% | -$266K | 1.04% | 21 |
|
|
2023
Q2 | $31.7M | Sell |
328,249
-20,060
| -6% | -$1.83M | 1.06% | 21 |
|
|
2023
Q1 | $31.7M | Sell |
348,309
-5,845
| -2% | -$522K | 1.1% | 21 |
|
|
2022
Q4 | $29.6M | Buy |
354,154
+39,537
| +13% | +$3.33M | 1.07% | 20 |
|
|
2022
Q3 | $24.7M | Buy |
314,617
+12,193
| +4% | +$1.05M | 0.93% | 20 |
|
|
2022
Q2 | $24M | Sell |
302,424
-6,567
| -2% | -$572K | 0.89% | 21 |
|
|
2022
Q1 | $31.1M | Sell |
308,991
-7,954
| -3% | -$792K | 0.99% | 22 |
|
|
2021
Q4 | $36.5M | Sell |
316,945
-1,264
| -0.4% | -$147K | 1.09% | 19 |
|
|
2021
Q3 | $35.7M | Sell |
318,209
-4,185
| -1% | -$481K | 1.14% | 17 |
|
|
2021
Q2 | $36.5M | Sell |
322,394
-36,828
| -10% | -$3.93M | 1.16% | 17 |
|
|
2021
Q1 | $36.7M | Buy |
359,222
+6,257
| +2% | +$654K | 1.23% | 15 |
|
|
2020
Q4 | $36.2M | Sell |
352,965
-3,861
| -1% | -$367K | 1.29% | 14 |
|
|
2020
Q3 | $30.8M | Buy |
356,826
+16,542
| +5% | +$1.4M | 1.27% | 14 |
|
|
2020
Q2 | $26.9M | Buy |
340,284
+49,348
| +17% | +$3.58M | 1.19% | 16 |
|
|
2020
Q1 | $17.7M | Sell |
290,936
-12,924
| -4% | -$942K | 1.33% | 15 |
|
|
2019
Q4 | $23.2M | Sell |
303,860
-17,962
| -6% | -$1.32M | 1.31% | 14 |
|
|
2019
Q3 | $22.7M | Buy |
321,822
+19,764
| +7% | +$1.42M | 1.33% | 14 |
|
|
2019
Q2 | $21.5M | Buy |
302,058
+9,150
| +3% | +$636K | 1.29% | 15 |
|
|
2019
Q1 | $19.9M | Buy |
292,908
+4,750
| +2% | +$305K | 1.22% | 16 |
|
|
2018
Q4 | $16.4M | Sell |
288,158
-6,766
| -2% | -$412K | 1.13% | 18 |
|
|
2018
Q3 | $20M | Buy |
294,924
+4,152
| +1% | +$276K | 1.18% | 16 |
|
|
2018
Q2 | $18.4M | Buy |
290,772
+7,588
| +3% | +$478K | 1.15% | 17 |
|
|
2018
Q1 | $17.4M | Sell |
283,184
-1,474
| -0.5% | -$92K | 1.12% | 18 |
|
|
2017
Q4 | $17.2M | Buy |
284,658
+1,568
| +0.6% | +$92.2K | 1.11% | 18 |
|
|
2017
Q3 | $16M | Buy |
283,090
+2,110
| +0.8% | +$116K | 1.11% | 18 |
|
|
2017
Q2 | $15.2M | Buy |
280,980
+418
| +0.1% | +$22.2K | 1.1% | 18 |
|
|
2017
Q1 | $14.6M | Sell |
280,562
-2,800
| -1% | -$143K | 1.12% | 18 |
|
|
2016
Q4 | $13.8M | Sell |
283,362
-5,584
| -2% | -$269K | 1.14% | 17 |
|
|
2016
Q3 | $14.1M | Sell |
288,946
-11,070
| -4% | -$537K | 1.2% | 16 |
|
|
2016
Q2 | $14M | Sell |
300,016
-14,070
| -4% | -$651K | 1.25% | 16 |
|
|
2016
Q1 | $14.5M | Sell |
314,086
-30,768
| -9% | -$1.33M | 1.32% | 14 |
|
|
2015
Q4 | $15.8M | Buy |
344,854
+4,356
| +1% | +$203K | 1.44% | 13 |
|
|
2015
Q3 | $15.1M | Buy |
340,498
+14,046
| +4% | +$666K | 1.43% | 12 |
|
|
2015
Q2 | $15.8M | Buy |
326,452
+27,768
| +9% | +$1.37M | 1.45% | 14 |
|
|
2015
Q1 | $14.6M | Buy |
298,684
+14,548
| +5% | +$694K | 1.4% | 16 |
|
|
2014
Q4 | $13.2M | Sell |
284,136
-31,402
| -10% | -$1.42M | 1.34% | 17 |
|
|
2014
Q3 | $13.9M | Sell |
315,538
-49,986
| -14% | -$2.23M | 1.45% | 12 |
|
|
2014
Q2 | $16.4M | Sell |
365,524
-45,640
| -11% | -$1.96M | 1.66% | 12 |
|
|
2014
Q1 | $17.6M | Sell |
411,164
-30,552
| -7% | -$1.3M | 1.9% | 12 |
|
|
2013
Q4 | $18.6M | Sell |
441,716
-3,410
| -0.8% | -$138K | 2.08% | 11 |
|
|
2013
Q3 | $17.4M | Buy |
445,126
+20,350
| +5% | +$776K | 2.18% | 9 |
|
|
2013
Q2 | $15.2M | Buy |
+424,776
| New | +$15.2M | 2.06% | 10 |
|
Other funds holding IWP
FCAS
AMG National Trust Bank's IWP Position: Q1 2026 in Review
AMG National Trust Bank increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 4.7% in Q1 2026, buying an estimated $2.06M and bringing the position to 337,497 shares worth $43.2M. The position accounts for 0.94% of the portfolio, ranked #27.
AMG National Trust Bank first reported a position in IWP in Q2 2013 and has held it in 52 quarters since. The position peaked at $47.7M in Q3 2025. 1,175 funds tracked by Wall St. Rank hold IWP as of Q1 2026.
- AMG National Trust Bank held 337,497 shares of iShares Russell Mid-Cap Growth ETF worth $43.2M as of Q1 2026.
- AMG National Trust Bank bought 15,206 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $2.06M.
- iShares Russell Mid-Cap Growth ETF made up 0.94% of AMG National Trust Bank's portfolio in Q1 2026, its #27 holding.
- AMG National Trust Bank first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 52 quarters since.
- AMG National Trust Bank's iShares Russell Mid-Cap Growth ETF position peaked at $47.7M in Q3 2025.
- 1,175 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.
Based on AMG National Trust Bank's 13F filing for Q1 2026, filed 4 May 2026.