CSM Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

CSM Advisors’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	-4,300	Closed	-$551K	–	424
2026 Q1	$551K	Sell	4,300 -2,500	-37%	-$338K	0.01%	364
2025 Q4	$931K	Hold	6,800	–	–	0.03%	330
2025 Q3	$968K	Buy	+6,800	New	+$961K	0.03%	337
2024 Q2	–	Sell	-249,000	Closed	-$28.4M	–	131
2024 Q1	$28.4M	Hold	249,000	–	–	1.87%	13
2023 Q4	$26M	Buy	+249,000	New	+$23.6M	1.87%	11

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

CSM Advisors's IWP Position: Q2 2026 in Review

CSM Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026, closing a stake of 4,300 shares — an estimated $551K sold.

CSM Advisors first reported a position in IWP in Q4 2023 and held it in 5 quarters. The position peaked at $28.4M in Q1 2024. 1,215 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

CSM Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
CSM Advisors sold 4,300 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $551K.
CSM Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and held it in 5 quarters.
CSM Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $28.4M in Q1 2024.
1,215 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.