David Shaw’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

David Shaw’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	-3,246	Closed	-$416K	–	5051
2026 Q1	$416K	Sell	3,246 -1,762	-35%	-$238K	﹤0.01%	3942
2025 Q4	$686K	Buy	+5,008	New	+$700K	﹤0.01%	3764
2025 Q3	–	Sell	-18,050	Closed	-$2.5M	–	4748
2025 Q2	$2.5M	Sell	18,050 -8,274	-31%	-$1.05M	﹤0.01%	2576
2025 Q1	$3.09M	Buy	+26,324	New	+$3.38M	﹤0.01%	2272
2024 Q4	–	Sell	-19,547	Closed	-$2.29M	–	4617
2024 Q3	$2.29M	Buy	19,547 +2,837	+17%	+$317K	﹤0.01%	2616
2024 Q2	$1.84M	Buy	+16,710	New	+$1.84M	﹤0.01%	2721

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 Shaw's IWP Position: Q2 2026 in Review

David Shaw sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026, closing a stake of 3,246 shares — an estimated $416K sold.

David Shaw first reported a position in IWP in Q2 2024 and held it in 6 quarters. The position peaked at $3.09M in Q1 2025. 1,212 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

David Shaw reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
David Shaw sold 3,246 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $416K.
David Shaw first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2024 and held it in 6 quarters.
David Shaw's iShares Russell Mid-Cap Growth ETF position peaked at $3.09M in Q1 2025.
1,212 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.