David M. Knott Jr’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

David M. Knott Jr’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	$102K	Hold	695	–	–	0.05%	67
2026 Q1	$89K	Hold	695	–	–	0.05%	68
2025 Q4	$95.2K	Buy	+695	New	+$97.1K	0.04%	67
2025 Q3	–	Sell	-695	Closed	-$96.4K	–	95
2025 Q2	$96.4K	Hold	695	–	–	0.04%	63
2025 Q1	$81.7K	Hold	695	–	–	0.04%	63
2024 Q4	$88.1K	Hold	695	–	–	0.03%	59
2024 Q3	$82K	Hold	695	–	–	0.03%	68
2024 Q2	$77K	Hold	695	–	–	0.03%	69
2024 Q1	$79K	Hold	695	–	–	0.03%	74
2023 Q4	$73K	Hold	695	–	–	0.03%	66
2023 Q3	$63K	Hold	695	–	–	0.02%	79
2023 Q2	$67K	Hold	695	–	–	0.03%	76
2023 Q1	$63K	Hold	695	–	–	0.02%	79
2022 Q4	$58K	Hold	695	–	–	0.02%	90
2022 Q3	$55K	Hold	695	–	–	0.02%	107
2022 Q2	$55K	Buy	+695	New	+$60.5K	0.02%	109

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

David M. Knott Jr's IWP Position: Q2 2026 in Review

David M. Knott Jr held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 695 shares worth $102K. The position accounts for 0.05% of the portfolio, ranked #67.

David M. Knott Jr first reported a position in IWP in Q2 2022 and has held it in 16 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

David M. Knott Jr held 695 shares of iShares Russell Mid-Cap Growth ETF worth $102K as of Q2 2026.
David M. Knott Jr left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.05% of David M. Knott Jr's portfolio in Q2 2026, its #67 holding.
David M. Knott Jr first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2022 and has held it in 16 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on David M. Knott Jr's 13F filing for Q2 2026, filed 12 Aug 2026.