Chilton Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Chilton Capital Management’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	$1.9K	Sell	13 -23	-64%	-$3.17K	﹤0.01%	538
2026 Q1	$4.61K	Buy	+36	New	+$4.87K	﹤0.01%	548
2024 Q1	–	Sell	-140	Closed	-$14.6K	–	630
2023 Q4	$14.6K	Hold	140	–	–	﹤0.01%	452
2023 Q3	$12.8K	Hold	140	–	–	﹤0.01%	418
2023 Q2	$13.5K	Hold	140	–	–	﹤0.01%	431
2023 Q1	$12.7K	Buy	+140	New	+$12.5K	﹤0.01%	442
2022 Q3	–	Sell	-140	Closed	-$11K	–	415
2022 Q2	$11K	Buy	+140	New	+$12.2K	﹤0.01%	456
2022 Q1	–	Sell	-230	Closed	-$27K	–	412
2021 Q4	$27K	Buy	+230	New	+$26.8K	﹤0.01%	389

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

Chilton Capital Management's IWP Position: Q2 2026 in Review

Chilton Capital Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 64% in Q2 2026, selling an estimated $3.17K and leaving 13 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Chilton Capital Management first reported a position in IWP in Q4 2021 and has held it in 8 quarters since. The position peaked at $27K in Q4 2021. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Chilton Capital Management held 13 shares of iShares Russell Mid-Cap Growth ETF worth $1.9K as of Q2 2026.
Chilton Capital Management sold 23 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $3.17K.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Chilton Capital Management's portfolio in Q2 2026, its #538 holding.
Chilton Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 8 quarters since.
Chilton Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $27K in Q4 2021.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Chilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.