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D.A. Davidson & Co’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

D.A. Davidson & Co’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 		$1.57M Sell
12,241
-215
-2% -$29.1K 0.01% 776
2025
Q4 		$1.71M Buy
12,456
+330
+3% +$46.1K 0.01% 721
2025
Q3 		$1.73M Sell
12,126
-51
-0.4% -$7.21K 0.01% 690
2025
Q2 		$1.69M Sell
12,177
-842
-6% -$107K 0.01% 660
2025
Q1 		$1.53M Sell
13,019
-925
-7% -$119K 0.01% 650
2024
Q4 		$1.77M Buy
13,944
+144
+1% +$18.3K 0.01% 606
2024
Q3 		$1.62M Buy
13,800
+2,936
+27% +$328K 0.01% 619
2024
Q2 		$1.2M Sell
10,864
-316
-3% -$34.7K 0.01% 675
2024
Q1 		$1.28M Sell
11,180
-2,326
-17% -$252K 0.01% 659
2023
Q4 		$1.41M Buy
13,506
+1,281
+10% +$121K 0.01% 606
2023
Q3 		$1.12M Sell
12,225
-313
-2% -$29.9K 0.01% 648
2023
Q2 		$1.21M Sell
12,538
-1,689
-12% -$154K 0.01% 630
2023
Q1 		$1.29M Sell
14,227
-7,649
-35% -$683K 0.01% 586
2022
Q4 		$1.83M Sell
21,876
-21,760
-50% -$1.83M 0.02% 456
2022
Q3 		$3.42M Sell
43,636
-1,476
-3% -$127K 0.04% 299
2022
Q2 		$3.57M Buy
45,112
+3,525
+8% +$307K 0.04% 298
2022
Q1 		$4.18M Buy
41,587
+9,282
+29% +$924K 0.05% 292
2021
Q4 		$3.72M Buy
32,305
+2,458
+8% +$287K 0.04% 325
2021
Q3 		$3.35M Sell
29,847
-7,005
-19% -$806K 0.04% 329
2021
Q2 		$4.17M Sell
36,852
-3,509
-9% -$375K 0.05% 292
2021
Q1 		$4.12M Buy
40,361
+3,464
+9% +$362K 0.05% 274
2020
Q4 		$3.79M Sell
36,897
-843
-2% -$80.2K 0.06% 235
2020
Q3 		$3.26M Buy
37,740
+17,536
+87% +$1.48M 0.06% 226
2020
Q2 		$1.6M Buy
20,204
+8,578
+74% +$622K 0.03% 342
2020
Q1 		$707K Sell
11,626
-20,288
-64% -$1.48M 0.01% 523
2019
Q4 		$2.44M Sell
31,914
-496
-2% -$36.4K 0.04% 326
2019
Q3 		$2.29M Buy
32,410
+4,644
+17% +$334K 0.04% 318
2019
Q2 		$1.98M Buy
27,766
+2,176
+9% +$151K 0.04% 339
2019
Q1 		$1.72M Buy
25,590
+10,732
+72% +$689K 0.03% 395
2018
Q4 		$845K Buy
14,858
+1,036
+7% +$63K 0.02% 513
2018
Q3 		$937K Buy
13,822
+2,120
+18% +$141K 0.02% 531
2018
Q2 		$742K Buy
11,702
+256
+2% +$16.1K 0.01% 591
2018
Q1 		$704K Buy
11,446
+3,372
+42% +$211K 0.01% 572
2017
Q4 		$487K Buy
+8,074
New +$475K 0.01% 672
2017
Q3 		– Sell
-3,146
Closed -$169K – 1544
2017
Q2 		$169K Buy
3,146
+176
+6% +$9.37K ﹤0.01% 1034
2017
Q1 		$154K Sell
2,970
-9,752
-77% -$498K ﹤0.01% 1054
2016
Q4 		$618K Sell
12,722
-580
-4% -$28K 0.01% 595
2016
Q3 		$647K Buy
13,302
+1,498
+13% +$72.6K 0.02% 565
2016
Q2 		$551K Sell
11,804
-356
-3% -$16.5K 0.02% 516
2016
Q1 		$559K Buy
12,160
+224
+2% +$9.67K 0.02% 500
2015
Q4 		$547K Buy
11,936
+354
+3% +$16.5K 0.02% 518
2015
Q3 		$512K Sell
11,582
-1,352
-10% -$64.1K 0.02% 527
2015
Q2 		$625K Buy
12,934
+676
+6% +$33.4K 0.02% 517
2015
Q1 		$599K Sell
12,258
-102
-0.8% -$4.87K 0.02% 531
2014
Q4 		$575K Buy
12,360
+794
+7% +$35.9K 0.02% 544
2014
Q3 		$510K Sell
11,566
-46
-0.4% -$2.05K 0.02% 584
2014
Q2 		$519K Sell
11,612
-318
-3% -$13.7K 0.02% 590
2014
Q1 		$511K Sell
11,930
-40
-0.3% -$1.7K 0.02% 593
2013
Q4 		$504K Sell
11,970
-798
-6% -$32.3K 0.02% 579
2013
Q3 		$499K Hold
12,768
– – 0.02% 506
2013
Q2 		$458K Buy
+12,768
New +$456K 0.02% 499

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

D.A. Davidson & Co's IWP Position: Q1 2026 in Review

D.A. Davidson & Co reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.7% in Q1 2026, selling an estimated $29.1K and leaving 12,241 shares worth $1.57M. The position accounts for 0.01% of the portfolio, ranked #776.

D.A. Davidson & Co first reported a position in IWP in Q2 2013 and has held it in 51 quarters since. The position peaked at $4.18M in Q1 2022. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • D.A. Davidson & Co held 12,241 shares of iShares Russell Mid-Cap Growth ETF worth $1.57M as of Q1 2026.
  • D.A. Davidson & Co sold 215 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $29.1K.
  • iShares Russell Mid-Cap Growth ETF made up 0.01% of D.A. Davidson & Co's portfolio in Q1 2026, its #776 holding.
  • D.A. Davidson & Co first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 51 quarters since.
  • D.A. Davidson & Co's iShares Russell Mid-Cap Growth ETF position peaked at $4.18M in Q1 2022.
  • 1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.