Clearstead Trust’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Clearstead Trust’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	$1.66M	Hold	11,329	–	–	0.22%	58
2026 Q1	$1.45M	Hold	11,329	–	–	0.24%	59
2025 Q4	$1.55M	Hold	11,329	–	–	0.24%	60
2025 Q3	$1.61M	Hold	11,329	–	–	0.28%	58
2025 Q2	$1.57M	Buy	11,329 +17	+0.2%	+$2.15K	0.3%	56
2025 Q1	$1.33M	Hold	11,312	–	–	0.3%	57
2024 Q4	$1.43M	Hold	11,312	–	–	0.31%	52
2024 Q3	$1.33M	Sell	11,312 -892	-7%	-$99.7K	0.32%	52
2024 Q2	$1.35M	Sell	12,204 -1,359	-10%	-$149K	0.33%	45
2024 Q1	$1.55M	Hold	13,563	–	–	0.4%	42
2023 Q4	$1.42M	Hold	13,563	–	–	0.39%	46
2023 Q3	$1.24M	Hold	13,563	–	–	0.41%	45
2023 Q2	$1.31M	Hold	13,563	–	–	0.42%	46
2023 Q1	$1.23M	Hold	13,563	–	–	0.39%	52
2022 Q4	$1.13M	Hold	13,563	–	–	0.38%	49
2022 Q3	$1.06M	Buy	+13,563	New	+$1.17M	0.37%	45

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

Clearstead Trust's IWP Position: Q2 2026 in Review

Clearstead Trust held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 11,329 shares worth $1.66M. The position accounts for 0.22% of the portfolio, ranked #58.

Clearstead Trust first reported a position in IWP in Q3 2022 and has held it in 16 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Clearstead Trust held 11,329 shares of iShares Russell Mid-Cap Growth ETF worth $1.66M as of Q2 2026.
Clearstead Trust left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.22% of Clearstead Trust's portfolio in Q2 2026, its #58 holding.
Clearstead Trust first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2022 and has held it in 16 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.