Caldwell Sutter Capital’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Caldwell Sutter Capital’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	$14.9K	Hold	102	–	–	0.01%	564
2026 Q1	$13.1K	Hold	102	–	–	0.01%	529
2025 Q4	$14K	Hold	102	–	–	0.01%	516
2025 Q3	$14.5K	Hold	102	–	–	0.01%	506
2025 Q2	$14.1K	Hold	102	–	–	0.01%	498
2025 Q1	$12K	Hold	102	–	–	0.01%	518
2024 Q4	$12.9K	Hold	102	–	–	0.01%	526
2024 Q3	$12K	Hold	102	–	–	0.01%	540
2024 Q2	$11.3K	Hold	102	–	–	0.01%	545
2024 Q1	$11.6K	Hold	102	–	–	0.01%	527
2023 Q4	$10.7K	Hold	102	–	–	0.01%	540
2023 Q3	$9.32K	Hold	102	–	–	0.01%	538
2023 Q2	$9.86K	Hold	102	–	–	0.01%	529
2023 Q1	$9.29K	Hold	102	–	–	0.01%	397
2022 Q4	$8.53K	Buy	+102	New	+$8.59K	0.01%	259

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

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

Caldwell Sutter Capital's IWP Position: Q2 2026 in Review

Caldwell Sutter Capital held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 102 shares worth $14.9K. The position accounts for 0.01% of the portfolio, ranked #564.

Caldwell Sutter Capital first reported a position in IWP in Q4 2022 and has held it in 15 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Caldwell Sutter Capital held 102 shares of iShares Russell Mid-Cap Growth ETF worth $14.9K as of Q2 2026.
Caldwell Sutter Capital 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 Caldwell Sutter Capital's portfolio in Q2 2026, its #564 holding.
Caldwell Sutter Capital first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.