Cliff Asness’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Cliff Asness’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	$6.36M	Buy	43,450 +21,494	+98%	+$2.96M	﹤0.01%	1850
2026 Q1	$2.81M	Buy	21,956 +3,702	+20%	+$501K	﹤0.01%	2127
2025 Q4	$2.5M	Buy	18,254 +9,270	+103%	+$1.3M	﹤0.01%	1994
2025 Q3	$1.28M	Buy	8,984 +5,671	+171%	+$801K	﹤0.01%	2280
2025 Q2	$459K	Buy	3,313 +445	+16%	+$56.3K	﹤0.01%	2660
2025 Q1	$337K	Buy	2,868 +1,074	+60%	+$138K	﹤0.01%	2638
2024 Q4	$227K	Buy	+1,794	New	+$228K	﹤0.01%	2623

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

Cliff Asness's IWP Position: Q2 2026 in Review

Cliff Asness increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 98% in Q2 2026, buying an estimated $2.96M and bringing the position to 43,450 shares worth $6.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1850.

Cliff Asness first reported a position in IWP in Q4 2024 and has held it in 7 quarters since. 1,212 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Cliff Asness held 43,450 shares of iShares Russell Mid-Cap Growth ETF worth $6.36M as of Q2 2026.
Cliff Asness bought 21,494 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $2.96M.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #1850 holding.
Cliff Asness first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,212 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.