AP
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Appleton Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Appleton Partners’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 		$970K Sell
6,622
-50
-0.7% -$6.89K 0.06% 152
2026
Q1 		$855K Hold
6,672
– – 0.06% 148
2025
Q4 		$914K Hold
6,672
– – 0.06% 147
2025
Q3 		$950K Buy
6,672
+446
+7% +$63K 0.06% 141
2025
Q2 		$863K Hold
6,226
– – 0.06% 142
2025
Q1 		$731K Hold
6,226
– – 0.06% 154
2024
Q4 		$789K Hold
6,226
– – 0.06% 143
2024
Q3 		$730K Buy
6,226
+350
+6% +$39.1K 0.05% 149
2024
Q2 		$648K Sell
5,876
-150
-2% -$16.5K 0.05% 156
2024
Q1 		$688K Sell
6,026
-100
-2% -$10.8K 0.05% 161
2023
Q4 		$640K Hold
6,126
– – 0.05% 172
2023
Q3 		$560K Sell
6,126
-48
-0.8% -$4.59K 0.05% 179
2023
Q2 		$597K Hold
6,174
– – 0.05% 180
2023
Q1 		$562K Sell
6,174
-550
-8% -$49.1K 0.05% 196
2022
Q4 		$562K Sell
6,724
-100
-1% -$8.42K 0.05% 193
2022
Q3 		$535K Buy
6,824
+101
+2% +$8.69K 0.05% 191
2022
Q2 		$533K Hold
6,723
– – 0.05% 196
2022
Q1 		$676K Sell
6,723
-150
-2% -$14.9K 0.06% 185
2021
Q4 		$792K Buy
6,873
+48
+0.7% +$5.6K 0.06% 179
2021
Q3 		$765K Sell
6,825
-225
-3% -$25.9K 0.06% 173
2021
Q2 		$798K Sell
7,050
-450
-6% -$48.1K 0.07% 165
2021
Q1 		$765K Sell
7,500
-200
-3% -$20.9K 0.07% 165
2020
Q4 		$790K Sell
7,700
-228
-3% -$21.7K 0.08% 155
2020
Q3 		$685K Sell
7,928
-130
-2% -$11K 0.08% 160
2020
Q2 		$637K Sell
8,058
-220
-3% -$16K 0.08% 157
2020
Q1 		$503K Hold
8,278
– – 0.07% 167
2019
Q4 		$632K Hold
8,278
– – 0.07% 172
2019
Q3 		$585K Hold
8,278
– – 0.07% 174
2019
Q2 		$590K Sell
8,278
-150
-2% -$10.4K 0.07% 170
2019
Q1 		$572K Hold
8,428
– – 0.08% 171
2018
Q4 		$479K Hold
8,428
– – 0.07% 177
2018
Q3 		$571K Hold
8,428
– – 0.08% 177
2018
Q2 		$534K Hold
8,428
– – 0.08% 181
2018
Q1 		$518K Sell
8,428
-1,350
-14% -$84.3K 0.08% 183
2017
Q4 		$590K Hold
9,778
– – 0.09% 168
2017
Q3 		$553K Sell
9,778
-200
-2% -$11K 0.09% 158
2017
Q2 		$539K Buy
9,978
+200
+2% +$10.6K 0.09% 165
2017
Q1 		$507K Buy
+9,778
New +$499K 0.09% 162

Other funds holding IWP

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Appleton Partners's IWP Position: Q2 2026 in Review

Appleton Partners reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.75% in Q2 2026, selling an estimated $6.89K and leaving 6,622 shares worth $970K. The position accounts for 0.06% of the portfolio, ranked #152.

Appleton Partners first reported a position in IWP in Q1 2017 and has held it in 38 quarters since. 320 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Appleton Partners held 6,622 shares of iShares Russell Mid-Cap Growth ETF worth $970K as of Q2 2026.
  • Appleton Partners sold 50 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $6.89K.
  • iShares Russell Mid-Cap Growth ETF made up 0.06% of Appleton Partners's portfolio in Q2 2026, its #152 holding.
  • Appleton Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2017 and has held it in 38 quarters since.
  • 320 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.