Cary Street Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Cary Street Partners’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	$2.09M	Sell	14,263 -150	-1%	-$20.7K	0.05%	350
2026 Q1	$1.85M	Sell	14,413 -33	-0.2%	-$4.46K	0.05%	338
2025 Q4	$1.98M	Sell	14,446 -269	-2%	-$37.6K	0.05%	330
2025 Q3	$2.1M	Buy	14,715 +1,086	+8%	+$153K	0.05%	315
2025 Q2	$1.89M	Buy	13,629 +5,449	+67%	+$689K	0.05%	313
2025 Q1	$961K	Buy	8,180 +19	+0.2%	+$2.44K	0.03%	399
2024 Q4	$1.03M	Buy	+8,161	New	+$1.04M	0.03%	372

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

Cary Street Partners's IWP Position: Q2 2026 in Review

Cary Street Partners reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1% in Q2 2026, selling an estimated $20.7K and leaving 14,263 shares worth $2.09M. The position accounts for 0.05% of the portfolio, ranked #350.

Cary Street Partners first reported a position in IWP in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.1M in Q3 2025. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Cary Street Partners held 14,263 shares of iShares Russell Mid-Cap Growth ETF worth $2.09M as of Q2 2026.
Cary Street Partners sold 150 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $20.7K.
iShares Russell Mid-Cap Growth ETF made up 0.05% of Cary Street Partners's portfolio in Q2 2026, its #350 holding.
Cary Street Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's iShares Russell Mid-Cap Growth ETF position peaked at $2.1M in Q3 2025.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.