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

Churchill 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
2025 Q2	$14.6M	Sell	105,151 -1,926	-2%	-$244K	0.16%	54
2025 Q1	$12.6M	Sell	107,077 -1,942	-2%	-$250K	0.16%	54
2024 Q4	$13.8M	Sell	109,019 -6,008	-5%	-$764K	0.15%	46
2024 Q3	$13.5M	Sell	115,027 -1,295	-1%	-$145K	0.15%	55
2024 Q2	$12.8M	Sell	116,322 -596	-0.5%	-$65.5K	0.15%	52
2024 Q1	$13.3M	Buy	+116,918	New	+$12.6M	0.17%	46
2022 Q1	–	Sell	-136,150	Closed	-$15.7M	–	137
2021 Q4	$15.7M	Sell	136,150 -2,045	-1%	-$238K	0.22%	46
2021 Q3	$15.5M	Buy	138,195 +308	+0.2%	+$35.4K	0.23%	47
2021 Q2	$15.6M	Buy	137,887 +969	+0.7%	+$103K	0.23%	58
2021 Q1	$14M	Sell	136,918 -1,060	-0.8%	-$111K	0.23%	56
2020 Q4	$14.2M	Buy	137,978 +204	+0.1%	+$19.4K	0.24%	54
2020 Q3	$11.9M	Buy	137,774 +520	+0.4%	+$43.9K	0.29%	37
2020 Q2	$10.9M	Sell	137,254 -4,252	-3%	-$308K	0.34%	44
2020 Q1	$8.6M	Sell	141,506 -615,014	-81%	-$44.8M	0.43%	44
2019 Q4	$57.7M	Sell	756,520 -80,064	-10%	-$5.87M	1.1%	15
2019 Q3	$59.1M	Sell	836,584 -60,962	-7%	-$4.38M	1.5%	12
2019 Q2	$64M	Sell	897,546 -39,562	-4%	-$2.75M	1.72%	11
2019 Q1	$63.6M	Buy	+937,108	New	+$60.2M	1.69%	9
2016 Q1	–	Sell	-46,026	Closed	-$2.12M	–	117
2015 Q4	$2.12M	Sell	46,026 -4,472	-9%	-$208K	0.1%	91
2015 Q3	$2.24M	Buy	50,498 +1,256	+3%	+$59.6K	0.18%	90
2015 Q2	$2.38M	Buy	49,242 +6,146	+14%	+$303K	0.08%	113
2015 Q1	$2.11M	Buy	43,096 +2,958	+7%	+$141K	0.07%	119
2014 Q4	$1.87M	Sell	40,138 -750	-2%	-$33.9K	0.07%	118
2014 Q3	$1.81M	Buy	40,888 +4,162	+11%	+$186K	0.07%	120
2014 Q2	$1.65M	Buy	36,726 +2,374	+7%	+$102K	0.07%	118
2014 Q1	$1.47M	Buy	34,352 +2,544	+8%	+$108K	0.06%	126
2013 Q4	$1.34M	Sell	31,808 -400	-1%	-$16.2K	0.05%	123
2013 Q3	$1.26M	Buy	32,208 +1,076	+3%	+$41K	0.06%	101
2013 Q2	$1.12M	Buy	+31,132	New	+$1.11M	0.05%	101

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

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

Churchill Management's IWP Position: Q2 2025 in Review

Churchill Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.8% in Q2 2025, selling an estimated $244K and leaving 105,151 shares worth $14.6M. The position accounts for 0.16% of the portfolio, ranked #54.

Churchill Management first reported a position in IWP in Q2 2013 and has held it in 29 quarters since. The position peaked at $64M in Q2 2019. 1,164 funds tracked by Wall St. Rank hold IWP as of Q2 2025.

Churchill Management held 105,151 shares of iShares Russell Mid-Cap Growth ETF worth $14.6M as of Q2 2025.
Churchill Management sold 1,926 iShares Russell Mid-Cap Growth ETF shares in Q2 2025, an estimated $244K.
iShares Russell Mid-Cap Growth ETF made up 0.16% of Churchill Management's portfolio in Q2 2025, its #54 holding.
Churchill Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 29 quarters since.
Churchill Management's iShares Russell Mid-Cap Growth ETF position peaked at $64M in Q2 2019.
1,164 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2025.

Based on Churchill Management's 13F filing for Q2 2025, filed 18 Jul 2025.