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Diversified Trust’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Diversified Trust’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 		$436K Buy
2,978
+1,170
+65% +$161K 0.01% 809
2026
Q1 		$232K Sell
1,808
-732
-29% -$99.1K ﹤0.01% 927
2025
Q4 		$348K Sell
2,540
-45
-2% -$6.29K 0.01% 786
2025
Q3 		$368K Sell
2,585
-2,698
-51% -$381K 0.01% 745
2025
Q2 		$733K Sell
5,283
-375
-7% -$47.4K 0.02% 471
2025
Q1 		$665K Sell
5,658
-50
-0.9% -$6.43K 0.02% 477
2024
Q4 		$723K Buy
5,708
+295
+5% +$37.5K 0.02% 475
2024
Q3 		$635K Sell
5,413
-884
-14% -$98.8K 0.02% 526
2024
Q2 		$695K Sell
6,297
-65
-1% -$7.14K 0.02% 446
2024
Q1 		$726K Buy
6,362
+2,698
+74% +$292K 0.02% 414
2023
Q4 		$383K Hold
3,664
– – 0.01% 575
2023
Q3 		$335K Sell
3,664
-600
-14% -$57.4K 0.01% 584
2023
Q2 		$412K Sell
4,264
-90
-2% -$8.2K 0.02% 529
2023
Q1 		$396K Buy
+4,354
New +$389K 0.02% 536

Other funds holding IWP

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Diversified Trust's IWP Position: Q2 2026 in Review

Diversified Trust increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 65% in Q2 2026, buying an estimated $161K and bringing the position to 2,978 shares worth $436K. The position accounts for 0.01% of the portfolio, ranked #809.

Diversified Trust first reported a position in IWP in Q1 2023 and has held it in 14 quarters since. The position peaked at $733K in Q2 2025. 262 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Diversified Trust held 2,978 shares of iShares Russell Mid-Cap Growth ETF worth $436K as of Q2 2026.
  • Diversified Trust bought 1,170 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $161K.
  • iShares Russell Mid-Cap Growth ETF made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #809 holding.
  • Diversified Trust first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • Diversified Trust's iShares Russell Mid-Cap Growth ETF position peaked at $733K in Q2 2025.
  • 262 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.