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

Anfield 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	$33.1K	Hold	258	–	–	0.01%	299
2025 Q4	$35.3K	Hold	258	–	–	0.01%	212
2025 Q3	$36.7K	Hold	258	–	–	0.01%	213
2025 Q2	$35.8K	Hold	258	–	–	0.01%	195
2025 Q1	$30.3K	Hold	258	–	–	0.01%	175
2024 Q4	$32.7K	Hold	258	–	–	0.01%	163
2024 Q3	$30.3K	Hold	258	–	–	0.01%	158
2024 Q2	$28.5K	Hold	258	–	–	0.01%	138
2024 Q1	$29.4K	Buy	+258	New	+$27.9K	0.01%	111
2023 Q1	–	Sell	-80,559	Closed	-$7.21M	–	80
2022 Q4	$7.21M	Buy	80,559 +19,332	+32%	+$1.63M	3.52%	7
2022 Q3	$4.8M	Buy	61,227 +715	+1%	+$61.5K	2.29%	9
2022 Q2	$4.79M	Sell	60,512 -14,322	-19%	-$1.25M	2.17%	9
2022 Q1	$7.52M	Sell	74,834 -5,047	-6%	-$503K	2.75%	9
2021 Q4	$9.2M	Buy	79,881 +1,484	+2%	+$173K	3.17%	10
2021 Q3	$9.29M	Buy	+78,397	New	+$9.02M	2.9%	11
2021 Q2	–	Sell	-71,128	Closed	-$7.26M	–	222
2021 Q1	$7.26M	Buy	71,128 +3,860	+6%	+$404K	2.9%	10
2020 Q4	$6.91M	Sell	67,268 -12,010	-15%	-$1.14M	2.94%	8
2020 Q3	$6.85M	Sell	79,278 -80,072	-50%	-$6.76M	3.95%	6
2020 Q2	$13.6M	Sell	159,350 -9,400	-6%	-$682K	5.38%	4
2020 Q1	$10.3M	Buy	168,750 +5,710	+4%	+$416K	5.95%	3
2019 Q4	$12.8M	Buy	+163,040	New	+$12M	5.16%	3

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

Anfield Capital Management's IWP Position: Q1 2026 in Review

Anfield Capital Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 258 shares worth $33.1K. The position accounts for 0.01% of the portfolio, ranked #299.

Anfield Capital Management first reported a position in IWP in Q4 2019 and has held it in 21 quarters since. The position peaked at $13.6M in Q2 2020. 1,178 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Anfield Capital Management held 258 shares of iShares Russell Mid-Cap Growth ETF worth $33.1K as of Q1 2026.
Anfield Capital Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Anfield Capital Management's portfolio in Q1 2026, its #299 holding.
Anfield Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 21 quarters since.
Anfield Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $13.6M in Q2 2020.
1,178 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.