Cresset Asset Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Cresset Asset 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	$5.56M	Sell	37,991 -616	-2%	-$84.9K	0.02%	388
2026 Q1	$4.95M	Buy	38,607 +4,804	+14%	+$650K	0.02%	374
2025 Q4	$4.63M	Buy	33,803 +1,141	+3%	+$159K	0.02%	382
2025 Q3	$4.65M	Buy	32,662 +5	+0%	+$707	0.02%	362
2025 Q2	$4.53M	Sell	32,657 -11,071	-25%	-$1.4M	0.02%	347
2025 Q1	$5.14M	Buy	43,728 +397	+0.9%	+$51K	0.03%	342
2024 Q4	$5.49M	Sell	43,331 -1,498	-3%	-$190K	0.03%	332
2024 Q3	$5.26M	Buy	44,829 +1,033	+2%	+$116K	0.02%	444
2024 Q2	$4.83M	Buy	43,796 +2,855	+7%	+$314K	0.02%	437
2024 Q1	$4.67M	Sell	40,941 -4,692	-10%	-$508K	0.02%	397
2023 Q4	$4.77M	Buy	45,633 +23,536	+107%	+$2.23M	0.03%	348
2023 Q3	$2.02M	Sell	22,097 -665	-3%	-$63.6K	0.01%	554
2023 Q2	$2.2M	Buy	22,762 +782	+4%	+$71.3K	﹤0.01%	622
2023 Q1	$2M	Sell	21,980 -143	-0.6%	-$12.8K	0.04%	233
2022 Q4	$1.85M	Sell	22,123 -1,357	-6%	-$114K	0.02%	208
2022 Q3	$1.84M	Sell	23,480 -9,787	-29%	-$842K	0.02%	226
2022 Q2	$1.84M	Sell	33,267 -262	-0.8%	-$22.8K	0.02%	241
2022 Q1	$3.37M	Sell	33,529 -6,986	-17%	-$696K	0.04%	175
2021 Q4	$4.67M	Buy	40,515 +34,237	+545%	+$3.99M	0.05%	151
2021 Q3	$703K	Buy	6,278 +152	+2%	+$17.5K	0.01%	501
2021 Q2	$694K	Buy	6,126 +1,542	+34%	+$165K	0.01%	460
2021 Q1	$468K	Buy	4,584 +508	+12%	+$53.1K	0.01%	501
2020 Q4	$418K	Hold	4,076	–	–	0.01%	447
2020 Q3	$352K	Hold	4,076	–	–	0.01%	469
2020 Q2	$322K	Buy	+4,076	New	+$296K	0.01%	439
2019 Q2	–	Sell	-1,260	Closed	-$85K	–	1064
2019 Q1	$85K	Buy	1,260 +1,232	+4,400%	+$79.1K	﹤0.01%	612
2018 Q4	$2K	Buy	+28	New	+$1.7K	﹤0.01%	1324

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

Cresset Asset Management's IWP Position: Q2 2026 in Review

Cresset Asset Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.6% in Q2 2026, selling an estimated $84.9K and leaving 37,991 shares worth $5.56M. The position accounts for 0.02% of the portfolio, ranked #388.

Cresset Asset Management first reported a position in IWP in Q4 2018 and has held it in 27 quarters since. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Cresset Asset Management held 37,991 shares of iShares Russell Mid-Cap Growth ETF worth $5.56M as of Q2 2026.
Cresset Asset Management sold 616 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $84.9K.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Cresset Asset Management's portfolio in Q2 2026, its #388 holding.
Cresset Asset Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and has held it in 27 quarters since.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.