CG
IWP icon

Caprock Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Caprock Group’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
Q1 		$574K Buy
4,480
+1,087
+32% +$147K 0.01% 705
2025
Q4 		$465K Buy
3,393
+132
+4% +$18.4K 0.01% 854
2025
Q3 		$466K Buy
+3,261
New +$461K 0.01% 827
2025
Q1 		$405K Buy
3,450
+725
+27% +$93.2K 0.01% 794
2024
Q4 		$345K Buy
+2,725
New +$346K 0.01% 750
2024
Q3 		– Sell
-2,725
Closed -$301K – 944
2024
Q2 		$301K Sell
2,725
-52
-2% -$5.71K 0.01% 678
2024
Q1 		$317K Buy
2,777
+204
+8% +$22.1K 0.02% 541
2023
Q4 		$269K Buy
2,573
+1
+0% +$95 0.02% 567
2023
Q3 		$236K Hold
2,572
– – 0.02% 564
2023
Q2 		$249K Hold
2,572
– – 0.02% 558
2023
Q1 		$234K Hold
2,572
– – 0.02% 554
2022
Q4 		$215K Sell
2,572
-273
-10% -$23K 0.02% 484
2022
Q3 		$223K Buy
2,845
+5
+0.2% +$430 0.02% 492
2022
Q2 		$225K Sell
2,840
-167
-6% -$14.5K 0.02% 468
2022
Q1 		$302K Sell
3,007
-33
-1% -$3.29K 0.03% 417
2021
Q4 		$350K Buy
3,040
+136
+5% +$15.9K 0.03% 373
2021
Q3 		$326K Sell
2,904
-2,736
-49% -$315K 0.03% 351
2021
Q2 		$639K Buy
5,640
+13
+0.2% +$1.39K 0.06% 227
2021
Q1 		$574K Buy
5,627
+649
+13% +$67.9K 0.06% 221
2020
Q4 		$511K Buy
4,978
+4
+0.1% +$381 0.06% 230
2020
Q3 		$430K Buy
4,974
+2,274
+84% +$192K 0.06% 232
2020
Q2 		$213K Buy
+2,700
New +$196K 0.03% 358
2020
Q1 		– Sell
-2,692
Closed -$205K – 394
2019
Q4 		$205K Buy
+2,692
New +$197K 0.04% 329
2017
Q2 		– Sell
-10,998
Closed -$571K – 449
2017
Q1 		$571K Buy
10,998
+4
+0% +$204 0.13% 149
2016
Q4 		$535K Buy
10,994
+14
+0.1% +$675 0.13% 148
2016
Q3 		$535K Sell
10,980
-388
-3% -$18.8K 0.12% 156
2016
Q2 		$532K Sell
11,368
-96
-0.8% -$4.44K 0.13% 153
2016
Q1 		$528K Buy
+11,464
New +$495K 0.13% 152

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $14.8B AUM 18.11% 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 $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $173B AUM 20.72% 1-Year Est. Return

Caprock Group's IWP Position: Q1 2026 in Review

Caprock Group increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 32% in Q1 2026, buying an estimated $147K and bringing the position to 4,480 shares worth $574K. The position accounts for 0.01% of the portfolio, ranked #705.

Caprock Group first reported a position in IWP in Q1 2016 and has held it in 28 quarters since. The position peaked at $639K in Q2 2021. 1,172 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Caprock Group held 4,480 shares of iShares Russell Mid-Cap Growth ETF worth $574K as of Q1 2026.
  • Caprock Group bought 1,087 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $147K.
  • iShares Russell Mid-Cap Growth ETF made up 0.01% of Caprock Group's portfolio in Q1 2026, its #705 holding.
  • Caprock Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2016 and has held it in 28 quarters since.
  • Caprock Group's iShares Russell Mid-Cap Growth ETF position peaked at $639K in Q2 2021.
  • 1,172 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.