Consolidated Investment Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Consolidated Investment Group’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	$4.02M	Hold	27,450	–	–	0.35%	51
2026 Q1	$3.52M	Buy	27,450 +15,750	+135%	+$2.13M	0.38%	53
2025 Q4	$1.6M	Hold	11,700	–	–	0.19%	60
2025 Q3	$1.67M	Hold	11,700	–	–	0.2%	60
2025 Q2	$1.62M	Hold	11,700	–	–	0.22%	58
2025 Q1	$1.37M	Buy	+11,700	New	+$1.5M	0.21%	62
2017 Q2	–	Sell	-36,158	Closed	-$1.88M	–	48
2017 Q1	$1.88M	Hold	36,158	–	–	1.07%	35
2016 Q4	$1.76M	Hold	36,158	–	–	1.1%	35
2016 Q3	$1.76M	Hold	36,158	–	–	1.08%	37
2016 Q2	$1.69M	Hold	36,158	–	–	0.86%	49
2016 Q1	$1.67M	Hold	36,158	–	–	0.77%	54
2015 Q4	$1.66M	Hold	36,158	–	–	0.75%	51
2015 Q3	$1.6M	Hold	36,158	–	–	0.74%	52
2015 Q2	$1.75M	Hold	36,158	–	–	0.83%	44
2015 Q1	$1.77M	Hold	36,158	–	–	0.85%	42
2014 Q4	$1.69M	Hold	36,158	–	–	0.84%	38
2014 Q3	$1.6M	Sell	36,158 -2	-0%	-$89	0.78%	42
2014 Q2	$1.62M	Hold	36,160	–	–	0.82%	40
2014 Q1	$1.55M	Hold	36,160	–	–	0.87%	38
2013 Q4	$1.52M	Hold	36,160	–	–	0.93%	37
2013 Q3	$1.41M	Hold	36,160	–	–	0.96%	37
2013 Q2	$1.3M	Buy	+36,160	New	+$1.29M	1.01%	32

Other funds holding IWP

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

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

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

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Consolidated Investment Group's IWP Position: Q2 2026 in Review

Consolidated Investment Group held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 27,450 shares worth $4.02M. The position accounts for 0.35% of the portfolio, ranked #51.

Consolidated Investment Group first reported a position in IWP in Q2 2013 and has held it in 22 quarters since. 412 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Consolidated Investment Group held 27,450 shares of iShares Russell Mid-Cap Growth ETF worth $4.02M as of Q2 2026.
Consolidated Investment Group left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.35% of Consolidated Investment Group's portfolio in Q2 2026, its #51 holding.
Consolidated Investment Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 22 quarters since.
412 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Consolidated Investment Group's 13F filing for Q2 2026, filed 22 Jul 2026.