Dorato Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Dorato Capital Management’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	$154K	Hold	1,078	–	–	0.1%	127
2026 Q1	$143K	Hold	1,078	–	–	0.11%	132
2025 Q4	$152K	Buy	+1,078	New	+$151K	0.11%	129

Other funds holding IWP

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PMFA

Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

ZBNA

Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

Dorato Capital Management's IWP Position: Q2 2026 in Review

Dorato Capital Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 1,078 shares worth $154K. The position accounts for 0.1% of the portfolio, ranked #127.

Dorato Capital Management first reported a position in IWP in Q4 2025 and has held it in 3 quarters since. 763 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Dorato Capital Management held 1,078 shares of iShares Russell Mid-Cap Growth ETF worth $154K as of Q2 2026.
Dorato Capital Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.1% of Dorato Capital Management's portfolio in Q2 2026, its #127 holding.
Dorato Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
763 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.