Clare Market Investments’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Clare Market Investments’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	$225K	Sell	1,534 -30	-2%	-$4.13K	0.04%	161
2026 Q1	$200K	Buy	+1,564	New	+$212K	0.04%	163
2025 Q3	$223K	Buy	1,563 +2	+0.1%	+$283	0.04%	146
2025 Q2	$217K	Buy	+1,561	New	+$197K	0.05%	138
2022 Q1	–	Sell	-1,825	Closed	-$210K	–	179
2021 Q4	$210K	Buy	1,825 +2	+0.1%	+$233	0.06%	145
2021 Q3	$204K	Buy	1,823 +1	+0.1%	+$115	0.06%	136
2021 Q2	$206K	Buy	+1,822	New	+$195K	0.07%	141

Other funds holding IWP

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Clare Market Investments's IWP Position: Q2 2026 in Review

Clare Market Investments reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.9% in Q2 2026, selling an estimated $4.13K and leaving 1,534 shares worth $225K. The position accounts for 0.04% of the portfolio, ranked #161.

Clare Market Investments first reported a position in IWP in Q2 2021 and has held it in 7 quarters since. 548 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Clare Market Investments held 1,534 shares of iShares Russell Mid-Cap Growth ETF worth $225K as of Q2 2026.
Clare Market Investments sold 30 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $4.13K.
iShares Russell Mid-Cap Growth ETF made up 0.04% of Clare Market Investments's portfolio in Q2 2026, its #161 holding.
Clare Market Investments first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2021 and has held it in 7 quarters since.
548 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Clare Market Investments's 13F filing for Q2 2026, filed 27 Jul 2026.