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Courier Capital’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Courier Capital’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 		$4.83M Buy
32,976
+29
+0.1% +$4K 0.24% 101
2026
Q1 		$4.22M Buy
32,947
+11
+0% +$1.49K 0.24% 98
2025
Q4 		$4.51M Sell
32,936
-678
-2% -$94.8K 0.25% 96
2025
Q3 		$4.79M Sell
33,614
-46
-0.1% -$6.5K 0.27% 92
2025
Q2 		$4.67M Sell
33,660
-194
-0.6% -$24.5K 0.28% 90
2025
Q1 		$3.98M Hold
33,854
– – 0.26% 97
2024
Q4 		$4.29M Hold
33,854
– – 0.3% 85
2024
Q3 		$3.97M Sell
33,854
-588
-2% -$65.7K 0.27% 84
2024
Q2 		$3.8M Sell
34,442
-162
-0.5% -$17.8K 0.3% 71
2024
Q1 		$3.95M Sell
34,604
-335
-1% -$36.2K 0.29% 79
2023
Q4 		$3.65M Sell
34,939
-655
-2% -$62.1K 0.28% 80
2023
Q3 		$3.25M Hold
35,594
– – 0.27% 82
2023
Q2 		$3.44M Hold
35,594
– – 0.27% 83
2023
Q1 		$3.24M Sell
35,594
-1,307
-4% -$117K 0.36% 60
2022
Q4 		$3.08M Sell
36,901
-638
-2% -$53.7K 0.36% 64
2022
Q3 		$2.94M Sell
37,539
-270
-0.7% -$23.2K 0.36% 65
2022
Q2 		$3M Sell
37,809
-1,024
-3% -$89.2K 0.35% 68
2022
Q1 		$3.9M Sell
38,833
-213
-0.5% -$21.2K 0.39% 58
2021
Q4 		$4.5M Sell
39,046
-164
-0.4% -$19.1K 0.42% 55
2021
Q3 		$4.39M Sell
39,210
-92
-0.2% -$10.6K 0.42% 56
2021
Q2 		$4.45M Sell
39,302
-920
-2% -$98.3K 0.42% 58
2021
Q1 		$4.11M Sell
40,222
-695
-2% -$72.7K 0.41% 58
2020
Q4 		$4.2M Sell
40,917
-25
-0.1% -$2.38K 0.46% 48
2020
Q3 		$3.89M Buy
40,942
+340
+0.8% +$28.7K 0.47% 48
2020
Q2 		$3.26M Hold
40,602
– – 0.42% 55
2020
Q1 		$2.65M Hold
40,602
– – 0.39% 62
2019
Q4 		$3.17M Sell
40,602
-170
-0.4% -$12.5K 0.37% 61
2019
Q3 		$2.84M Buy
40,772
+450
+1% +$32.3K 0.37% 64
2019
Q2 		$2.88M Sell
40,322
-290
-0.7% -$20.2K 0.37% 60
2019
Q1 		$2.75M Sell
40,612
-974
-2% -$62.5K 0.36% 65
2018
Q4 		$2.36M Buy
41,586
+5,540
+15% +$337K 0.35% 69
2018
Q3 		$2.44M Sell
36,046
-820
-2% -$54.5K 0.3% 80
2018
Q2 		$2.34M Buy
36,866
+210
+0.6% +$13.2K 0.3% 80
2018
Q1 		$2.25M Sell
36,656
-2,196
-6% -$137K 0.3% 79
2017
Q4 		$2.34M Hold
38,852
– – 0.3% 78
2017
Q3 		$2.2M Hold
38,852
– – 0.31% 77
2017
Q2 		$2.1M Sell
38,852
-432
-1% -$23K 0.36% 62
2017
Q1 		$2.04M Sell
39,284
-212
-0.5% -$10.8K 0.36% 62
2016
Q4 		$1.92M Buy
39,496
+840
+2% +$40.5K 0.37% 61
2016
Q3 		$1.88M Sell
38,656
-318
-0.8% -$15.4K 0.37% 59
2016
Q2 		$1.82M Buy
38,974
+20
+0.1% +$925 0.36% 63
2016
Q1 		$1.79M Hold
38,954
– – 0.37% 63
2015
Q4 		$1.79M Sell
38,954
-396
-1% -$18.4K 0.38% 63
2015
Q3 		$1.74M Sell
39,350
-436
-1% -$20.7K 0.38% 65
2015
Q2 		$1.93M Sell
39,786
-74
-0.2% -$3.65K 0.39% 62
2015
Q1 		$1.95M Sell
39,860
-232
-0.6% -$11.1K 0.39% 65
2014
Q4 		$1.87M Buy
40,092
+28
+0.1% +$1.27K 0.38% 64
2014
Q3 		$1.77M Hold
40,064
– – 0.36% 69
2014
Q2 		$1.79M Buy
40,064
+22
+0.1% +$946 0.35% 71
2014
Q1 		$1.72M Sell
40,042
-238
-0.6% -$10.1K 0.35% 72
2013
Q4 		$1.7M Hold
40,280
– – 0.36% 64
2013
Q3 		$1.57M Sell
40,280
-162
-0.4% -$6.18K 0.36% 66
2013
Q2 		$1.45M Buy
+40,442
New +$1.45M 0.36% 65

Other funds holding IWP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
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
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
ZBNA
Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Courier Capital's IWP Position: Q2 2026 in Review

Courier Capital increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.09% in Q2 2026, buying an estimated $4K and bringing the position to 32,976 shares worth $4.83M. The position accounts for 0.24% of the portfolio, ranked #101.

Courier Capital first reported a position in IWP in Q2 2013 and has held it in 53 quarters since. 567 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Courier Capital held 32,976 shares of iShares Russell Mid-Cap Growth ETF worth $4.83M as of Q2 2026.
  • Courier Capital bought 29 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $4K.
  • iShares Russell Mid-Cap Growth ETF made up 0.24% of Courier Capital's portfolio in Q2 2026, its #101 holding.
  • Courier Capital first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • 567 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.