Choate Investment Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Choate Investment Advisors’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 Q1	$994K	Hold	7,760	–	–	0.02%	234
2025 Q4	$1.06M	Sell	7,760 -2,300	-23%	-$321K	0.02%	225
2025 Q3	$1.43M	Sell	10,060 -83	-0.8%	-$11.7K	0.03%	178
2025 Q2	$1.41M	Buy	10,143 +2,383	+31%	+$301K	0.03%	166
2025 Q1	$912K	Hold	7,760	–	–	0.02%	200
2024 Q4	$984K	Buy	+7,760	New	+$986K	0.02%	196
2023 Q4	–	Sell	-692	Closed	-$63.2K	–	413
2023 Q3	$63.2K	Buy	+692	New	+$66.2K	﹤0.01%	390
2020 Q4	–	Sell	-3,576	Closed	-$309K	–	292
2020 Q3	$309K	Hold	3,576	–	–	0.02%	198
2020 Q2	$283K	Buy	+3,576	New	+$259K	0.02%	208

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Choate Investment Advisors's IWP Position: Q1 2026 in Review

Choate Investment Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 7,760 shares worth $994K. The position accounts for 0.02% of the portfolio, ranked #234.

Choate Investment Advisors first reported a position in IWP in Q2 2020 and has held it in 9 quarters since. The position peaked at $1.43M in Q3 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Choate Investment Advisors held 7,760 shares of iShares Russell Mid-Cap Growth ETF worth $994K as of Q1 2026.
Choate Investment Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Choate Investment Advisors's portfolio in Q1 2026, its #234 holding.
Choate Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2020 and has held it in 9 quarters since.
Choate Investment Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $1.43M in Q3 2025.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.