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 Q2	$683K	Buy	4,663 +183	+4%	+$25.2K	0.01%	754
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 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

Caprock Group's IWP Position: Q2 2026 in Review

Caprock Group increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 4.1% in Q2 2026, buying an estimated $25.2K and bringing the position to 4,663 shares worth $683K. The position accounts for 0.01% of the portfolio, ranked #754.

Caprock Group first reported a position in IWP in Q1 2016 and has held it in 29 quarters since. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Caprock Group held 4,663 shares of iShares Russell Mid-Cap Growth ETF worth $683K as of Q2 2026.
Caprock Group bought 183 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $25.2K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Caprock Group's portfolio in Q2 2026, its #754 holding.
Caprock Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2016 and has held it in 29 quarters since.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.