Caprock Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
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
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. 1,223 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.
- 1,223 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.