Clear Harbor Asset Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Clear Harbor Asset 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
2026 Q2	$8.3M	Sell	56,680 -1,902	-3%	-$262K	0.51%	43
2026 Q1	$7.51M	Sell	58,582 -634	-1%	-$85.8K	0.52%	44
2025 Q4	$8.11M	Buy	59,216 +701	+1%	+$98K	0.55%	42
2025 Q3	$8.33M	Buy	58,515 +1,643	+3%	+$232K	0.58%	38
2025 Q2	$7.89M	Buy	56,872 +1,396	+3%	+$177K	0.59%	39
2025 Q1	$6.52M	Buy	55,476 +6,001	+12%	+$771K	0.51%	52
2024 Q4	$6.27M	Buy	49,475 +2,263	+5%	+$288K	0.5%	49
2024 Q3	$5.54M	Sell	47,212 -292	-0.6%	-$32.6K	0.45%	55
2024 Q2	$5.24M	Buy	47,504 +2,742	+6%	+$301K	0.45%	59
2024 Q1	$5.11M	Buy	44,762 +3,057	+7%	+$331K	0.45%	58
2023 Q4	$4.36M	Buy	41,705 +118	+0.3%	+$11.2K	0.4%	63
2023 Q3	$3.8M	Buy	41,587 +174	+0.4%	+$16.6K	0.39%	59
2023 Q2	$4M	Buy	41,413 +782	+2%	+$71.3K	0.39%	62
2023 Q1	$3.7M	Buy	40,631 +1,005	+3%	+$89.7K	0.38%	60
2022 Q4	$3.31M	Buy	39,626 +741	+2%	+$62.4K	0.41%	51
2022 Q3	$3.05M	Buy	38,885 +2,986	+8%	+$257K	0.42%	49
2022 Q2	$2.84M	Buy	35,899 +15,942	+80%	+$1.39M	0.38%	54
2022 Q1	$2.01M	Buy	19,957 +2,215	+12%	+$221K	0.23%	83
2021 Q4	$2.04M	Buy	17,742 +3,207	+22%	+$374K	0.22%	89
2021 Q3	$1.63M	Buy	+14,535	New	+$1.67M	0.03%	113
2020 Q1	–	Sell	-234	Closed	-$17.9K	–	479
2019 Q4	$17.9K	Buy	+234	New	+$17.2K	﹤0.01%	541

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

Clear Harbor Asset Management's IWP Position: Q2 2026 in Review

Clear Harbor Asset Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 3.2% in Q2 2026, selling an estimated $262K and leaving 56,680 shares worth $8.3M. The position accounts for 0.51% of the portfolio, ranked #43.

Clear Harbor Asset Management first reported a position in IWP in Q4 2019 and has held it in 21 quarters since. The position peaked at $8.33M in Q3 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Clear Harbor Asset Management held 56,680 shares of iShares Russell Mid-Cap Growth ETF worth $8.3M as of Q2 2026.
Clear Harbor Asset Management sold 1,902 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $262K.
iShares Russell Mid-Cap Growth ETF made up 0.51% of Clear Harbor Asset Management's portfolio in Q2 2026, its #43 holding.
Clear Harbor Asset Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 21 quarters since.
Clear Harbor Asset Management's iShares Russell Mid-Cap Growth ETF position peaked at $8.33M in Q3 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Clear Harbor Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.