Dorsey & Whitney Trust’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Dorsey & Whitney 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	$324K	Buy	+2,210	New	+$305K	0.02%	564
2023 Q2	–	Sell	-2,950	Closed	-$269K	–	607
2023 Q1	$269K	Hold	2,950	–	–	0.02%	449
2022 Q4	$247K	Hold	2,950	–	–	0.02%	467
2022 Q3	$231K	Buy	+2,950	New	+$254K	0.02%	470

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

Dorsey & Whitney Trust's IWP Position: Q2 2026 in Review

Dorsey & Whitney Trust opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 2,210 shares worth $324K. The stake represents 0.02% of the portfolio and ranks #564 among its holdings. This is a return to the name: Dorsey & Whitney Trust previously reported a position in IWP as recently as Q1 2023.

Dorsey & Whitney Trust first reported a position in IWP in Q3 2022 and has held it in 4 quarters since. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Dorsey & Whitney Trust held 2,210 shares of iShares Russell Mid-Cap Growth ETF worth $324K as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new Dorsey & Whitney Trust position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Dorsey & Whitney Trust's portfolio in Q2 2026, its #564 holding.
Dorsey & Whitney Trust first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2022 and has held it in 4 quarters since.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2026, filed 14 Aug 2026.