CoreFirst Bank & Trust’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

CoreFirst Bank & Trust’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	–	Sell	-305	Closed	-$39.1K	–	286
2026 Q1	$39.1K	Sell	305 -1,096	-78%	-$148K	0.02%	215
2025 Q4	$192K	Buy	1,401 +305	+28%	+$42.6K	0.1%	117
2025 Q3	$156K	Hold	1,096	–	–	0.08%	129
2025 Q2	$152K	Buy	+1,096	New	+$139K	0.09%	130
2025 Q1	–	Sell	-1,096	Closed	-$139K	–	225
2024 Q4	$139K	Hold	1,096	–	–	0.08%	134
2024 Q3	$129K	Buy	+1,096	New	+$123K	0.07%	141
2024 Q2	–	Sell	-1,096	Closed	-$125K	–	237
2024 Q1	$125K	Hold	1,096	–	–	0.08%	154
2023 Q4	$114K	Hold	1,096	–	–	0.08%	163
2023 Q3	$100K	Hold	1,096	–	–	0.07%	171
2023 Q2	$106K	Hold	1,096	–	–	0.07%	165
2023 Q1	$99.8K	Hold	1,096	–	–	0.07%	168
2022 Q4	$91.6K	Hold	1,096	–	–	0.07%	184
2022 Q3	$86K	Hold	1,096	–	–	0.07%	172
2022 Q2	$87K	Hold	1,096	–	–	0.07%	166
2022 Q1	$110K	Hold	1,096	–	–	0.08%	169
2021 Q4	$126K	Hold	1,096	–	–	0.08%	171
2021 Q3	$123K	Hold	1,096	–	–	0.09%	165
2021 Q2	$124K	Hold	1,096	–	–	0.08%	172
2021 Q1	$112K	Hold	1,096	–	–	0.08%	175
2020 Q4	$113K	Buy	+1,096	New	+$104K	0.08%	157

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

CoreFirst Bank & Trust's IWP Position: Q2 2026 in Review

CoreFirst Bank & Trust sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026, closing a stake of 305 shares — an estimated $39.1K sold.

CoreFirst Bank & Trust first reported a position in IWP in Q4 2020 and held it in 20 quarters. The position peaked at $192K in Q4 2025. 1,217 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

CoreFirst Bank & Trust reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
CoreFirst Bank & Trust sold 305 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $39.1K.
CoreFirst Bank & Trust first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and held it in 20 quarters.
CoreFirst Bank & Trust's iShares Russell Mid-Cap Growth ETF position peaked at $192K in Q4 2025.
1,217 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q2 2026, filed 5 Aug 2026.