City State Bank’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

City State Bank’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	$40.6K	Hold	277	–	–	0.01%	390
2026 Q1	$35.5K	Hold	277	–	–	0.01%	394
2025 Q4	$37.9K	Buy	+277	New	+$38.7K	0.01%	384
2023 Q3	–	Sell	-100	Closed	-$10K	–	700
2023 Q2	$10K	Hold	100	–	–	0.01%	466
2023 Q1	$9K	Hold	100	–	–	0.01%	483
2022 Q4	$8K	Hold	100	–	–	﹤0.01%	474
2022 Q3	$8K	Hold	100	–	–	0.01%	462
2022 Q2	$8K	Hold	100	–	–	0.01%	468
2022 Q1	$10K	Buy	+100	New	+$9.96K	0.01%	468

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

City State Bank's IWP Position: Q2 2026 in Review

City State Bank held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 277 shares worth $40.6K. The position accounts for 0.01% of the portfolio, ranked #390.

City State Bank first reported a position in IWP in Q1 2022 and has held it in 9 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

City State Bank held 277 shares of iShares Russell Mid-Cap Growth ETF worth $40.6K as of Q2 2026.
City State Bank left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.01% of City State Bank's portfolio in Q2 2026, its #390 holding.
City State Bank first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2022 and has held it in 9 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.