DT Investment Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

DT Investment Partners’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	$750K	Hold	5,124	–	–	0.06%	94
2026 Q1	$656K	Buy	5,124 +3,000	+141%	+$406K	0.05%	92
2025 Q4	$291K	Hold	2,124	–	–	0.02%	124
2025 Q3	$302K	Hold	2,124	–	–	0.03%	112
2025 Q2	$295K	Hold	2,124	–	–	0.03%	122
2025 Q1	$250K	Hold	2,124	–	–	0.02%	131
2024 Q4	$269K	Sell	2,124 -73	-3%	-$9.28K	0.02%	126
2024 Q3	$258K	Hold	2,197	–	–	0.02%	133
2024 Q2	$242K	Hold	2,197	–	–	0.02%	126
2024 Q1	$251K	Hold	2,197	–	–	0.03%	118
2023 Q4	$232K	Buy	2,197 +73	+3%	+$6.92K	0.03%	123
2023 Q3	$194K	Hold	2,124	–	–	0.02%	126
2023 Q2	$210K	Hold	2,124	–	–	0.02%	128
2023 Q1	$191K	Hold	2,124	–	–	0.02%	128
2022 Q4	$178K	Hold	2,124	–	–	0.02%	126
2022 Q3	$167K	Buy	+2,124	New	+$183K	0.03%	124
2022 Q2	–	Sell	-2,124	Closed	-$213K	–	153
2022 Q1	$213K	Buy	+2,124	New	+$212K	0.03%	154
2021 Q4	–	Sell	-2,124	Closed	-$238K	–	139
2021 Q3	$238K	Hold	2,124	–	–	0.03%	138
2021 Q2	$240K	Hold	2,124	–	–	0.03%	113
2021 Q1	$217K	Hold	2,124	–	–	0.03%	121
2020 Q4	$218K	Buy	+2,124	New	+$202K	0.03%	110
2015 Q3	–	Sell	-5,600	Closed	-$271K	–	86
2015 Q2	$271K	Buy	+5,600	New	+$276K	0.07%	107

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 22.9% 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

DT Investment Partners's IWP Position: Q2 2026 in Review

DT Investment Partners held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 5,124 shares worth $750K. The position accounts for 0.06% of the portfolio, ranked #94.

DT Investment Partners first reported a position in IWP in Q2 2015 and has held it in 22 quarters since. 1,222 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

DT Investment Partners held 5,124 shares of iShares Russell Mid-Cap Growth ETF worth $750K as of Q2 2026.
DT Investment Partners left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.06% of DT Investment Partners's portfolio in Q2 2026, its #94 holding.
DT Investment Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2015 and has held it in 22 quarters since.
1,222 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.