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Citizens Financial Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Citizens Financial 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 		$679K Buy
4,637
+818
+21% +$113K 0.01% 559
2026
Q1 		$489K Sell
3,819
-670
-15% -$90.7K 0.01% 541
2025
Q4 		$615K Buy
4,489
+148
+3% +$20.7K 0.01% 504
2025
Q3 		$618K Sell
4,341
-2,021
-32% -$286K 0.01% 496
2025
Q2 		$882K Buy
6,362
+2,673
+72% +$338K 0.01% 374
2025
Q1 		$433K Buy
3,689
+451
+14% +$58K 0.01% 446
2024
Q4 		$410K Buy
3,238
+36
+1% +$4.58K 0.01% 423
2024
Q3 		$376K Buy
3,202
+234
+8% +$26.2K 0.01% 427
2024
Q2 		$328K Buy
2,968
+78
+3% +$8.57K 0.01% 438
2024
Q1 		$330K Sell
2,890
-91
-3% -$9.85K 0.01% 325
2023
Q4 		$311K Buy
2,981
+670
+29% +$63.5K 0.01% 328
2023
Q3 		$212K Buy
2,311
+379
+20% +$36.2K 0.01% 336
2023
Q2 		$187K Buy
+1,932
New +$176K 0.01% 377
2020
Q3 		– Sell
-784
Closed -$62K – 573
2020
Q2 		$62K Buy
784
+236
+43% +$17.1K ﹤0.01% 433
2020
Q1 		$33K Sell
548
-520
-49% -$37.9K ﹤0.01% 503
2019
Q4 		$81K Buy
1,068
+550
+106% +$40.3K 0.01% 363
2019
Q3 		$37K Hold
518
– – ﹤0.01% 404
2019
Q2 		$37K Sell
518
-214
-29% -$14.9K ﹤0.01% 392
2019
Q1 		$50K Buy
+732
New +$47K ﹤0.01% 355

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
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

Citizens Financial Group's IWP Position: Q2 2026 in Review

Citizens Financial Group increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 21% in Q2 2026, buying an estimated $113K and bringing the position to 4,637 shares worth $679K. The position accounts for 0.01% of the portfolio, ranked #559.

Citizens Financial Group first reported a position in IWP in Q1 2019 and has held it in 19 quarters since. The position peaked at $882K in Q2 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Citizens Financial Group held 4,637 shares of iShares Russell Mid-Cap Growth ETF worth $679K as of Q2 2026.
  • Citizens Financial Group bought 818 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $113K.
  • iShares Russell Mid-Cap Growth ETF made up 0.01% of Citizens Financial Group's portfolio in Q2 2026, its #559 holding.
  • Citizens Financial Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2019 and has held it in 19 quarters since.
  • Citizens Financial Group's iShares Russell Mid-Cap Growth ETF position peaked at $882K in Q2 2025.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.