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

ClearBridge 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	$1.68M	Sell	11,450 -240	-2%	-$33.1K	﹤0.01%	614
2026 Q1	$1.5M	Sell	11,690 -80,018	-87%	-$10.8M	﹤0.01%	605
2025 Q4	$12.6M	Buy	91,708 +78,926	+617%	+$11M	0.01%	460
2025 Q3	$1.82M	Buy	12,782 +9,138	+251%	+$1.29M	﹤0.01%	630
2025 Q2	$505K	Sell	3,644 -35,520	-91%	-$4.49M	﹤0.01%	667
2025 Q1	$4.6M	Sell	39,164 -27,594	-41%	-$3.55M	﹤0.01%	570
2024 Q4	$8.46M	Buy	66,758 +56,509	+551%	+$7.18M	0.01%	549
2024 Q3	$1.2M	Sell	10,249 -11,851	-54%	-$1.33M	﹤0.01%	639
2024 Q2	$2.44M	Buy	22,100 +19,920	+914%	+$2.19M	﹤0.01%	615
2024 Q1	$249K	Sell	2,180 -195	-8%	-$21.1K	﹤0.01%	735
2023 Q4	$248K	Hold	2,375	–	–	﹤0.01%	731
2023 Q3	$217K	Hold	2,375	–	–	﹤0.01%	682
2023 Q2	$229K	Hold	2,375	–	–	﹤0.01%	684
2023 Q1	$216K	Buy	+2,375	New	+$212K	﹤0.01%	703

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

ClearBridge Investments's IWP Position: Q2 2026 in Review

ClearBridge Investments reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.1% in Q2 2026, selling an estimated $33.1K and leaving 11,450 shares worth $1.68M. The position accounts for ﹤0.01% of the portfolio, ranked #614.

ClearBridge Investments first reported a position in IWP in Q1 2023 and has held it in 14 quarters since. The position peaked at $12.6M in Q4 2025. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

ClearBridge Investments held 11,450 shares of iShares Russell Mid-Cap Growth ETF worth $1.68M as of Q2 2026.
ClearBridge Investments sold 240 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $33.1K.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of ClearBridge Investments's portfolio in Q2 2026, its #614 holding.
ClearBridge Investments first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
ClearBridge Investments's iShares Russell Mid-Cap Growth ETF position peaked at $12.6M in Q4 2025.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.