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Conning Inc’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Conning Inc’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 		$9.61M Hold
65,605
– – 0.29% 88
2026
Q1 		$8.41M Buy
65,605
+16,582
+34% +$2.24M 0.28% 88
2025
Q4 		$6.71M Buy
49,023
+597
+1% +$83.4K 0.22% 99
2025
Q3 		$6.9M Hold
48,426
– – 0.23% 98
2025
Q2 		$6.72M Sell
48,426
-15,308
-24% -$1.94M 0.23% 90
2025
Q1 		$7.49M Sell
63,734
-6,881
-10% -$885K 0.26% 81
2024
Q4 		$8.95M Hold
70,615
– – 0.31% 75
2024
Q3 		$8.28M Buy
70,615
+4,526
+7% +$506K 0.27% 77
2024
Q2 		$7.29M Buy
66,089
+5,308
+9% +$583K 0.26% 80
2024
Q1 		$6.94M Buy
60,781
+951
+2% +$103K 0.23% 92
2023
Q4 		$6.25M Buy
59,830
+7,473
+14% +$708K 0.22% 97
2023
Q3 		$4.78M Buy
52,357
+6,380
+14% +$610K 0.17% 104
2023
Q2 		$4.44M Buy
45,977
+4,552
+11% +$415K 0.15% 123
2023
Q1 		$3.77M Buy
41,425
+7,753
+23% +$692K 0.13% 129
2022
Q4 		$2.81M Buy
33,672
+7,839
+30% +$660K 0.09% 148
2022
Q3 		$2.03M Buy
25,833
+8,890
+52% +$765K 0.07% 150
2022
Q2 		$1.34M Buy
16,943
+8,192
+94% +$713K 0.04% 176
2022
Q1 		$879K Buy
+8,751
New +$872K 0.02% 202

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
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

Conning Inc's IWP Position: Q2 2026 in Review

Conning Inc held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 65,605 shares worth $9.61M. The position accounts for 0.29% of the portfolio, ranked #88.

Conning Inc first reported a position in IWP in Q1 2022 and has held it in 18 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Conning Inc held 65,605 shares of iShares Russell Mid-Cap Growth ETF worth $9.61M as of Q2 2026.
  • Conning Inc left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Growth ETF made up 0.29% of Conning Inc's portfolio in Q2 2026, its #88 holding.
  • Conning Inc first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Conning Inc's 13F filing for Q2 2026, filed 30 Jul 2026.