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

Berkshire Bank’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	$4.82M	Sell	32,928 -541	-2%	-$74.6K	0.93%	27
2026 Q1	$4.29M	Sell	33,469 -726	-2%	-$98.2K	0.88%	30
2025 Q4	$4.68M	Sell	34,195 -1,052	-3%	-$147K	0.95%	25
2025 Q3	$5.02M	Sell	35,247 -1,018	-3%	-$144K	1.08%	22
2025 Q2	$5.03M	Sell	36,265 -1,198	-3%	-$152K	1.15%	20
2025 Q1	$4.4M	Sell	37,463 -371	-1%	-$47.7K	1.07%	22
2024 Q4	$4.8M	Sell	37,834 -398	-1%	-$50.6K	1.12%	22
2024 Q3	$4.48M	Sell	38,232 -2,350	-6%	-$263K	1.05%	24
2024 Q2	$4.48M	Sell	40,582 -874	-2%	-$96K	1.13%	20
2024 Q1	$4.73M	Sell	41,456 -1,036	-2%	-$112K	1.18%	19
2023 Q4	$4.44M	Sell	42,492 -1,730	-4%	-$164K	1.17%	21
2023 Q3	$4.04M	Sell	44,222 -1,274	-3%	-$122K	1.16%	19
2023 Q2	$4.4M	Sell	45,496 -2,379	-5%	-$217K	1.21%	18
2023 Q1	$4.36M	Sell	47,875 -3,377	-7%	-$301K	1.3%	16
2022 Q4	$4.28M	Sell	51,252 -11,935	-19%	-$1M	1.31%	16
2022 Q3	$4.96M	Sell	63,187 -6,319	-9%	-$544K	1.52%	15
2022 Q2	$5.51M	Sell	69,506 -27,497	-28%	-$2.39M	1.6%	13
2022 Q1	$9.75M	Sell	97,003 -20,432	-17%	-$2.03M	2.32%	9
2021 Q4	$13.5M	Sell	117,435 -3,268	-3%	-$381K	3%	7
2021 Q3	$13.5M	Sell	120,703 -2,690	-2%	-$309K	3.3%	7
2021 Q2	$14M	Sell	123,393 -5,673	-4%	-$606K	3.37%	7
2021 Q1	$13.2M	Sell	129,066 -6,884	-5%	-$720K	3.31%	7
2020 Q4	$14M	Sell	135,950 -3,136	-2%	-$298K	3.48%	8
2020 Q3	$12M	Buy	+139,086	New	+$11.7M	3.19%	8

Other funds holding IWP

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

ZBNA

Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Berkshire Bank's IWP Position: Q2 2026 in Review

Berkshire Bank reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.6% in Q2 2026, selling an estimated $74.6K and leaving 32,928 shares worth $4.82M. The position accounts for 0.93% of the portfolio, ranked #27.

Berkshire Bank first reported a position in IWP in Q3 2020 and has held it in 24 quarters since. The position peaked at $14M in Q2 2021. 604 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Berkshire Bank held 32,928 shares of iShares Russell Mid-Cap Growth ETF worth $4.82M as of Q2 2026.
Berkshire Bank sold 541 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $74.6K.
iShares Russell Mid-Cap Growth ETF made up 0.93% of Berkshire Bank's portfolio in Q2 2026, its #27 holding.
Berkshire Bank first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2020 and has held it in 24 quarters since.
Berkshire Bank's iShares Russell Mid-Cap Growth ETF position peaked at $14M in Q2 2021.
604 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.