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

Congress 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 		$22.6M Sell
154,279
-156,889
-50% -$21.6M 0.14% 148
2026
Q1 		$39.9M Sell
311,168
-147,412
-32% -$19.9M 0.29% 104
2025
Q4 		$62.8M Buy
458,580
+248,474
+118% +$34.7M 0.44% 83
2025
Q3 		$29.9M Buy
210,106
+58,633
+39% +$8.29M 0.2% 125
2025
Q2 		$21M Sell
151,473
-328,097
-68% -$41.5M 0.14% 134
2025
Q1 		$56.3M Sell
479,570
-207,883
-30% -$26.7M 0.42% 95
2024
Q4 		$87.1M Buy
687,453
+319,368
+87% +$40.6M 0.59% 71
2024
Q3 		$43.2M Buy
368,085
+202,880
+123% +$22.7M 0.29% 111
2024
Q2 		$18.2M Buy
165,205
+33,209
+25% +$3.65M 0.13% 130
2024
Q1 		$15.1M Sell
131,996
-456,879
-78% -$49.4M 0.11% 146
2023
Q4 		$61.5M Buy
588,875
+326,178
+124% +$30.9M 0.48% 80
2023
Q3 		$24M Buy
262,697
+93,373
+55% +$8.93M 0.21% 117
2023
Q2 		$16.4M Sell
169,324
-41,223
-20% -$3.76M 0.14% 130
2023
Q1 		$19.2M Sell
210,547
-294,033
-58% -$26.2M 0.18% 117
2022
Q4 		$42.2M Buy
504,580
+261,158
+107% +$22M 0.42% 77
2022
Q3 		$19.1M Sell
243,422
-89,696
-27% -$7.72M 0.2% 90
2022
Q2 		$26.4M Buy
333,118
+148,932
+81% +$13M 0.25% 84
2022
Q1 		$18.5M Sell
184,186
-147,716
-45% -$14.7M 0.16% 92
2021
Q4 		$38.2M Buy
331,902
+202,851
+157% +$23.7M 0.29% 77
2021
Q3 		$14.5M Buy
129,051
+39,754
+45% +$4.57M 0.11% 108
2021
Q2 		$10.1M Buy
89,297
+13,708
+18% +$1.46M 0.08% 143
2021
Q1 		$7.71M Sell
75,589
-24,034
-24% -$2.51M 0.07% 163
2020
Q4 		$10.2M Buy
99,623
+34,645
+53% +$3.3M 0.1% 118
2020
Q3 		$5.62M Buy
64,978
+34,028
+110% +$2.87M 0.06% 156
2020
Q2 		$2.45M Sell
30,950
-69,462
-69% -$5.04M 0.03% 220
2020
Q1 		$6.11M Sell
100,412
-194,438
-66% -$14.2M 0.09% 127
2019
Q4 		$22.5M Buy
294,850
+207,574
+238% +$15.2M 0.27% 79
2019
Q3 		$6.17M Sell
87,276
-47,200
-35% -$3.39M 0.08% 145
2019
Q2 		$9.59M Buy
134,476
+73,934
+122% +$5.14M 0.12% 98
2019
Q1 		$4.11M Sell
60,542
-1,310,334
-96% -$84.1M 0.05% 205
2018
Q4 		$77.9M Buy
1,370,876
+1,329,754
+3,234% +$80.9M 1.17% 27
2018
Q3 		$2.79M Sell
41,122
-29,534
-42% -$1.96M 0.04% 251
2018
Q2 		$4.48M Sell
70,656
-34,926
-33% -$2.2M 0.06% 192
2018
Q1 		$6.49M Sell
105,582
-166,096
-61% -$10.4M 0.09% 138
2017
Q4 		$16.4M Buy
271,678
+203,832
+300% +$12M 0.24% 81
2017
Q3 		$3.84M Sell
67,846
-30,630
-31% -$1.68M 0.06% 194
2017
Q2 		$5.32M Buy
98,476
+9,908
+11% +$527K 0.1% 133
2017
Q1 		$4.59M Sell
88,568
-90,170
-50% -$4.6M 0.09% 148
2016
Q4 		$8.7M Buy
178,738
+103,788
+138% +$5M 0.18% 92
2016
Q3 		$3.65M Buy
74,950
+56,760
+312% +$2.75M 0.08% 162
2016
Q2 		$851K Buy
+18,190
New +$841K 0.02% 189
2016
Q1 		– Sell
-147,368
Closed -$6.77M – 229
2015
Q4 		$6.77M Buy
147,368
+6,836
+5% +$318K 0.17% 105
2015
Q3 		$6.23M Buy
140,532
+106,898
+318% +$5.07M 0.16% 110
2015
Q2 		$1.63M Buy
+33,634
New +$1.66M 0.05% 178
2015
Q1 		– Sell
-81,136
Closed -$3.78M – 236
2014
Q4 		$3.78M Buy
+81,136
New +$3.67M 0.1% 144
2014
Q1 		– Sell
-11,590
Closed -$489K – 246
2013
Q4 		$489K Buy
+11,590
New +$468K 0.01% 196

Other funds holding IWP

Envestnet Portfolio Solutions
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
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Congress Asset Management's IWP Position: Q2 2026 in Review

Congress Asset Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 50% in Q2 2026, selling an estimated $21.6M and leaving 154,279 shares worth $22.6M. The position accounts for 0.14% of the portfolio, ranked #148.

Congress Asset Management first reported a position in IWP in Q4 2013 and has held it in 46 quarters since. The position peaked at $87.1M in Q4 2024. 268 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Congress Asset Management held 154,279 shares of iShares Russell Mid-Cap Growth ETF worth $22.6M as of Q2 2026.
  • Congress Asset Management sold 156,889 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $21.6M.
  • iShares Russell Mid-Cap Growth ETF made up 0.14% of Congress Asset Management's portfolio in Q2 2026, its #148 holding.
  • Congress Asset Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2013 and has held it in 46 quarters since.
  • Congress Asset Management's iShares Russell Mid-Cap Growth ETF position peaked at $87.1M in Q4 2024.
  • 268 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.