DF Dent & Co’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

DF Dent & 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	–	Sell	-28,433	Closed	-$3.89M	–	273
2025 Q4	$3.89M	Buy	+28,433	New	+$3.97M	0.06%	114
2025 Q1	–	Sell	-9,413	Closed	-$1.19M	–	265
2024 Q4	$1.19M	Buy	+9,413	New	+$1.2M	0.02%	155
2024 Q1	–	Sell	-6,515	Closed	-$681K	–	271
2023 Q4	$681K	Buy	+6,515	New	+$618K	0.01%	170
2022 Q4	–	Sell	-3,300	Closed	-$259K	–	249
2022 Q3	$259K	Buy	+3,300	New	+$284K	﹤0.01%	213

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

DF Dent & Co's IWP Position: Q1 2026 in Review

DF Dent & Co sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026, closing a stake of 28,433 shares — an estimated $3.89M sold.

DF Dent & Co first reported a position in IWP in Q3 2022 and held it in 4 quarters. The position peaked at $3.89M in Q4 2025. 1,178 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

DF Dent & Co reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
DF Dent & Co sold 28,433 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $3.89M.
DF Dent & Co first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2022 and held it in 4 quarters.
DF Dent & Co's iShares Russell Mid-Cap Growth ETF position peaked at $3.89M in Q4 2025.
1,178 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on DF Dent & Co's 13F filing for Q1 2026, filed 15 May 2026.