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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CSM Advisors's IWP Position: Q1 2026 in Review

CSM Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 37% in Q1 2026, selling an estimated $338K and leaving 4,300 shares worth $551K. The position accounts for 0.01% of the portfolio, ranked #364.

CSM Advisors first reported a position in IWP in Q4 2023 and has held it in 5 quarters since. The position peaked at $28.4M in Q1 2024. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

CSM Advisors held 4,300 shares of iShares Russell Mid-Cap Growth ETF worth $551K as of Q1 2026.
CSM Advisors sold 2,500 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $338K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of CSM Advisors's portfolio in Q1 2026, its #364 holding.
CSM Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 5 quarters since.
CSM Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $28.4M in Q1 2024.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.