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

BankPlus Trust Department’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	$30.5K	Hold	208	–	–	0.01%	323
2026 Q1	$26.6K	Hold	208	–	–	0.01%	310
2025 Q4	$28.5K	Hold	208	–	–	0.01%	297
2025 Q3	$29.6K	Hold	208	–	–	0.01%	290
2025 Q2	$28.8K	Hold	208	–	–	0.01%	277
2025 Q1	$24.4K	Hold	208	–	–	0.01%	288
2024 Q4	$26.4K	Buy	+208	New	+$26.4K	0.01%	277

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 22.9% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

BankPlus Trust Department's IWP Position: Q2 2026 in Review

BankPlus Trust Department held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 208 shares worth $30.5K. The position accounts for 0.01% of the portfolio, ranked #323.

BankPlus Trust Department first reported a position in IWP in Q4 2024 and has held it in 7 quarters since. 1,222 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

BankPlus Trust Department held 208 shares of iShares Russell Mid-Cap Growth ETF worth $30.5K as of Q2 2026.
BankPlus Trust Department left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.01% of BankPlus Trust Department's portfolio in Q2 2026, its #323 holding.
BankPlus Trust Department first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,222 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.