Chicago Partners Investment Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Chicago Partners Investment 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	$1.79M	Buy	12,922 +476	+4%	+$65.6K	0.04%	405
2026 Q1	$1.7M	Buy	12,446 +125	+1%	+$16.9K	0.04%	375
2025 Q4	$1.72M	Sell	12,321 -46	-0.4%	-$6.43K	0.04%	326
2025 Q3	$1.78M	Sell	12,367 -20	-0.2%	-$2.83K	0.05%	301
2025 Q2	$1.75M	Buy	12,387 +16	+0.1%	+$2.02K	0.05%	282
2025 Q1	$1.54M	Buy	12,371 +1,782	+17%	+$229K	0.05%	277
2024 Q4	$1.36M	Sell	10,589 -528	-5%	-$67.1K	0.05%	287
2024 Q3	$1.33M	Sell	11,117 -452	-4%	-$50.5K	0.05%	283
2024 Q2	$1.27M	Buy	11,569 +188	+2%	+$20.7K	0.05%	285
2024 Q1	$1.24M	Buy	11,381 +48	+0.4%	+$5.19K	0.05%	282
2023 Q4	$1.18M	Sell	11,333 -305	-3%	-$28.9K	0.05%	277
2023 Q3	$1.03M	Sell	11,638 -13	-0.1%	-$1.24K	0.06%	287
2023 Q2	$1.13M	Buy	11,651 +2,305	+25%	+$210K	0.06%	274
2023 Q1	$847K	Buy	9,346 +1,789	+24%	+$160K	0.05%	291
2022 Q4	$706K	Sell	7,557 -1,464	-16%	-$123K	0.04%	309
2022 Q3	$745K	Buy	9,021 +524	+6%	+$45.1K	0.05%	273
2022 Q2	$755K	Sell	8,497 -627	-7%	-$54.6K	0.05%	269
2022 Q1	$734K	Buy	9,124 +1,431	+19%	+$143K	0.06%	244
2021 Q4	$761K	Buy	7,693 +1,120	+17%	+$131K	0.05%	266
2021 Q3	$795K	Buy	6,573 +808	+14%	+$92.9K	0.06%	259
2021 Q2	$660K	Buy	5,765 +382	+7%	+$40.8K	0.05%	281
2021 Q1	$595K	Buy	5,383 +671	+14%	+$70.2K	0.05%	280
2020 Q4	$503K	Buy	4,712 +2,058	+78%	+$196K	0.05%	280
2020 Q3	$236K	Buy	+2,654	New	+$224K	0.03%	359
2018 Q4	–	Sell	-814	Closed	-$48K	–	627
2018 Q3	$48K	Hold	814	–	–	0.01%	520
2018 Q2	$52K	Hold	814	–	–	0.01%	477
2018 Q1	$50K	Hold	814	–	–	0.01%	444
2017 Q4	$49K	Hold	814	–	–	0.01%	454
2017 Q3	$46K	Sell	814 -814	-50%	-$44.7K	0.01%	450
2017 Q2	$84K	Buy	+1,628	New	+$86.6K	0.02%	299

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

Chicago Partners Investment Group's IWP Position: Q2 2026 in Review

Chicago Partners Investment Group increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 3.8% in Q2 2026, buying an estimated $65.6K and bringing the position to 12,922 shares worth $1.79M. The position accounts for 0.04% of the portfolio, ranked #405.

Chicago Partners Investment Group first reported a position in IWP in Q2 2017 and has held it in 30 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Chicago Partners Investment Group held 12,922 shares of iShares Russell Mid-Cap Growth ETF worth $1.79M as of Q2 2026.
Chicago Partners Investment Group bought 476 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $65.6K.
iShares Russell Mid-Cap Growth ETF made up 0.04% of Chicago Partners Investment Group's portfolio in Q2 2026, its #405 holding.
Chicago Partners Investment Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2017 and has held it in 30 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.