Corient Private Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Corient Private Wealth’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	$23.9M	Buy	163,106 +24,099	+17%	+$3.32M	0.03%	368
2026 Q1	$17.8M	Sell	139,007 -28,959	-17%	-$3.92M	0.03%	424
2025 Q4	$23M	Buy	167,966 +5,376	+3%	+$751K	0.03%	379
2025 Q3	$23.2M	Buy	162,590 +5,216	+3%	+$737K	0.04%	363
2025 Q2	$21.8M	Sell	157,374 -160,496	-50%	-$20.3M	0.03%	379
2025 Q1	$37.3M	Buy	317,870 +147,778	+87%	+$19M	0.06%	274
2024 Q4	$21.5M	Sell	170,092 -23,345	-12%	-$2.97M	0.04%	381
2024 Q3	$22.7M	Buy	193,437 +7,730	+4%	+$864K	0.04%	396
2024 Q2	$20.5M	Buy	185,707 +47,969	+35%	+$5.27M	0.04%	380
2024 Q1	$15.7M	Buy	137,738 +40,923	+42%	+$4.43M	0.03%	436
2023 Q4	$10.1M	Sell	96,815 -304,910	-76%	-$28.9M	0.02%	516
2023 Q3	$48M	Buy	401,725 +353,177	+727%	+$33.8M	0.11%	195
2023 Q2	$4.69M	Sell	48,548 -2,132	-4%	-$194K	0.01%	650
2023 Q1	$4.61M	Buy	50,680 +17,796	+54%	+$1.59M	0.01%	617
2022 Q4	$2.75M	Buy	+32,884	New	+$2.77M	0.01%	632

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

Corient Private Wealth's IWP Position: Q2 2026 in Review

Corient Private Wealth increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 17% in Q2 2026, buying an estimated $3.32M and bringing the position to 163,106 shares worth $23.9M. The position accounts for 0.03% of the portfolio, ranked #368.

Corient Private Wealth first reported a position in IWP in Q4 2022 and has held it in 15 quarters since. The position peaked at $48M in Q3 2023. 1,215 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Corient Private Wealth held 163,106 shares of iShares Russell Mid-Cap Growth ETF worth $23.9M as of Q2 2026.
Corient Private Wealth bought 24,099 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $3.32M.
iShares Russell Mid-Cap Growth ETF made up 0.03% of Corient Private Wealth's portfolio in Q2 2026, its #368 holding.
Corient Private Wealth first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
Corient Private Wealth's iShares Russell Mid-Cap Growth ETF position peaked at $48M in Q3 2023.
1,215 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.