Contravisory Investment Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Contravisory Investment 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	$635K	Sell	4,339 -165	-4%	-$22.7K	0.11%	135
2026 Q1	$577K	Sell	4,504 -524	-10%	-$70.9K	0.12%	137
2025 Q4	$689K	Sell	5,028 -116	-2%	-$16.2K	0.14%	116
2025 Q3	$733K	Sell	5,144 -423	-8%	-$59.8K	0.14%	108
2025 Q2	$772K	Sell	5,567 -7	-0.1%	-$886	0.15%	96
2025 Q1	$655K	Buy	5,574 +286	+5%	+$36.8K	0.14%	103
2024 Q4	$670K	Sell	5,288 -332	-6%	-$42.2K	0.14%	95
2024 Q3	$659K	Buy	5,620 +18	+0.3%	+$2.01K	0.14%	102
2024 Q2	$618K	Buy	+5,602	New	+$615K	0.14%	97
2018 Q3	–	Sell	-1,624	Closed	-$103K	–	335
2018 Q2	$103K	Hold	1,624	–	–	0.04%	196
2018 Q1	$100K	Buy	1,624 +562	+53%	+$35.1K	0.04%	194
2017 Q4	$64K	Buy	1,062 +162	+18%	+$9.52K	0.02%	199
2017 Q3	$51K	Buy	+900	New	+$49.4K	0.02%	200
2017 Q2	–	Sell	-14	Closed	-$1K	–	203
2017 Q1	$1K	Hold	14	–	–	﹤0.01%	274
2016 Q4	$1K	Hold	14	–	–	﹤0.01%	279
2016 Q3	$1K	Buy	+14	New	+$679	﹤0.01%	267

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

Contravisory Investment Management's IWP Position: Q2 2026 in Review

Contravisory Investment Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 3.7% in Q2 2026, selling an estimated $22.7K and leaving 4,339 shares worth $635K. The position accounts for 0.11% of the portfolio, ranked #135.

Contravisory Investment Management first reported a position in IWP in Q3 2016 and has held it in 16 quarters since. The position peaked at $772K in Q2 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Contravisory Investment Management held 4,339 shares of iShares Russell Mid-Cap Growth ETF worth $635K as of Q2 2026.
Contravisory Investment Management sold 165 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $22.7K.
iShares Russell Mid-Cap Growth ETF made up 0.11% of Contravisory Investment Management's portfolio in Q2 2026, its #135 holding.
Contravisory Investment Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2016 and has held it in 16 quarters since.
Contravisory Investment Management's iShares Russell Mid-Cap Growth ETF position peaked at $772K in Q2 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.