Cullen/Frost Bankers’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Cullen/Frost Bankers’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	$174M	Sell	1,188,094 -85,784	-7%	-$11.8M	1.71%	14
2026 Q1	$163M	Sell	1,273,878 -165,968	-12%	-$22.5M	1.85%	11
2025 Q4	$197M	Buy	1,439,846 +244,984	+21%	+$34.2M	2.17%	8
2025 Q3	$170M	Buy	1,194,862 +238,826	+25%	+$33.7M	1.98%	10
2025 Q2	$133M	Buy	956,036 +130,679	+16%	+$16.5M	1.66%	11
2025 Q1	$97M	Buy	825,357 +82,657	+11%	+$10.6M	1.36%	16
2024 Q4	$94.1M	Sell	742,700 -3,859	-0.5%	-$491K	1.29%	19
2024 Q3	$87.6M	Buy	746,559 +9,208	+1%	+$1.03M	1.19%	20
2024 Q2	$81.4M	Buy	737,351 +420	+0.1%	+$46.1K	1.18%	20
2024 Q1	$84.1M	Buy	736,931 +70,054	+11%	+$7.58M	1.25%	15
2023 Q4	$69.7M	Buy	666,877 +119,872	+22%	+$11.4M	1.1%	20
2023 Q3	$50M	Buy	547,005 +62,748	+13%	+$6M	0.87%	27
2023 Q2	$46.8M	Buy	484,257 +62,455	+15%	+$5.69M	0.8%	27
2023 Q1	$38.4M	Buy	421,802 +36,847	+10%	+$3.29M	0.7%	35
2022 Q4	$32.2M	Buy	384,955 +114,492	+42%	+$9.64M	0.61%	39
2022 Q3	$21.2M	Buy	270,463 +61,001	+29%	+$5.25M	0.48%	53
2022 Q2	$16.6M	Buy	209,462 +73,221	+54%	+$6.38M	0.37%	73
2022 Q1	$13.7M	Buy	136,241 +73,667	+118%	+$7.34M	0.27%	96
2021 Q4	$7.21M	Buy	62,574 +33,045	+112%	+$3.85M	0.14%	154
2021 Q3	$3.31M	Buy	29,529 +10,910	+59%	+$1.25M	0.07%	210
2021 Q2	$2.11M	Buy	18,619 +14,195	+321%	+$1.52M	0.04%	243
2021 Q1	$452K	Hold	4,424	–	–	0.01%	396
2020 Q4	$454K	Sell	4,424 -24	-0.5%	-$2.28K	0.01%	372
2020 Q3	$384K	Sell	4,448 -408	-8%	-$34.4K	0.01%	373
2020 Q2	$384K	Buy	4,856 +3,950	+436%	+$286K	0.01%	365
2020 Q1	$55K	Sell	906 -24	-3%	-$1.75K	﹤0.01%	499
2019 Q4	$71K	Buy	930 +24	+3%	+$1.76K	﹤0.01%	542
2019 Q3	$64K	Hold	906	–	–	﹤0.01%	530
2019 Q2	$64K	Buy	906 +282	+45%	+$19.6K	﹤0.01%	530
2019 Q1	$42K	Buy	+624	New	+$40.1K	﹤0.01%	583

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

Cullen/Frost Bankers's IWP Position: Q2 2026 in Review

Cullen/Frost Bankers reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 6.7% in Q2 2026, selling an estimated $11.8M and leaving 1,188,094 shares worth $174M. The position accounts for 1.71% of the portfolio, ranked #14.

Cullen/Frost Bankers first reported a position in IWP in Q1 2019 and has held it in 30 quarters since. The position peaked at $197M in Q4 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Cullen/Frost Bankers held 1,188,094 shares of iShares Russell Mid-Cap Growth ETF worth $174M as of Q2 2026.
Cullen/Frost Bankers sold 85,784 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $11.8M.
iShares Russell Mid-Cap Growth ETF made up 1.71% of Cullen/Frost Bankers's portfolio in Q2 2026, its #14 holding.
Cullen/Frost Bankers first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2019 and has held it in 30 quarters since.
Cullen/Frost Bankers's iShares Russell Mid-Cap Growth ETF position peaked at $197M in Q4 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Cullen/Frost Bankers's 13F filing for Q2 2026, filed 27 Jul 2026.