Capital Group Private Client Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Capital Group Private Client Services’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	$5.58M	Buy	38,081 +2,485	+7%	+$343K	0.08%	101
2026 Q1	$4.56M	Sell	35,596 -7,870	-18%	-$1.06M	0.08%	112
2025 Q4	$5.95M	Sell	43,466 -15	-0%	-$2.1K	0.09%	115
2025 Q3	$6.19M	Sell	43,481 -10	-0%	-$1.41K	0.1%	119
2025 Q2	$6.03M	Buy	43,491 +474	+1%	+$60K	0.05%	164
2025 Q1	$5.05M	Buy	43,017 +35,559	+477%	+$4.57M	0.05%	166
2024 Q4	$945K	Buy	7,458 +4	+0.1%	+$508	0.01%	233
2024 Q3	$874K	Sell	7,454 -27	-0.4%	-$3.02K	0.01%	228
2024 Q2	$826K	Sell	7,481 -11	-0.1%	-$1.21K	0.01%	228
2024 Q1	$855K	Sell	7,492 -19	-0.3%	-$2.06K	0.01%	224
2023 Q4	$785K	Sell	7,511 -97	-1%	-$9.2K	0.01%	225
2023 Q3	$695K	Sell	7,608 -155	-2%	-$14.8K	0.01%	213
2023 Q2	$750K	Sell	7,763 -12	-0.2%	-$1.09K	0.01%	205
2023 Q1	$708K	Sell	7,775 -3	-0%	-$268	0.01%	208
2022 Q4	$650K	Sell	7,778 -46	-0.6%	-$3.87K	0.01%	206
2022 Q3	$614K	Buy	+7,824	New	+$673K	0.01%	198

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

Capital Group Private Client Services's IWP Position: Q2 2026 in Review

Capital Group Private Client Services increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 7% in Q2 2026, buying an estimated $343K and bringing the position to 38,081 shares worth $5.58M. The position accounts for 0.08% of the portfolio, ranked #101.

Capital Group Private Client Services first reported a position in IWP in Q3 2022 and has held it in 16 quarters since. The position peaked at $6.19M in Q3 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Capital Group Private Client Services held 38,081 shares of iShares Russell Mid-Cap Growth ETF worth $5.58M as of Q2 2026.
Capital Group Private Client Services bought 2,485 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $343K.
iShares Russell Mid-Cap Growth ETF made up 0.08% of Capital Group Private Client Services's portfolio in Q2 2026, its #101 holding.
Capital Group Private Client Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2022 and has held it in 16 quarters since.
Capital Group Private Client Services's iShares Russell Mid-Cap Growth ETF position peaked at $6.19M in Q3 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.