Bank of America
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Bank of America’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bank of America’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
2025
Q3 		– Sell
-15,000
Closed -$2.08M – 8518
2025
Q2 		$2.08M Buy
+15,000
New +$1.9M ﹤0.01% 4744

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $530B AUM 22.01% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America's IWP Position: Q1 2026 in Review

Bank of America increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.12% in Q1 2026, buying an estimated $1.14M and bringing the position to 7,100,610 shares worth $910M. The position accounts for 0.07% of the portfolio, ranked #265.

Bank of America first reported a position in IWP in Q2 2013 and has held it in 52 quarters since. The position peaked at $995M in Q1 2025. 1,177 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Bank of America held 7,100,610 shares of iShares Russell Mid-Cap Growth ETF worth $910M as of Q1 2026.
  • Bank of America bought 8,461 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $1.14M.
  • iShares Russell Mid-Cap Growth ETF made up 0.07% of Bank of America's portfolio in Q1 2026, its #265 holding.
  • Bank of America first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's iShares Russell Mid-Cap Growth ETF position peaked at $995M in Q1 2025.
  • 1,177 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.