EIP
IWP icon

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

Easterly 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 		$474K Buy
3,240
+580
+22% +$79.9K 0.02% 224
2026
Q1 		$341K Hold
2,660
– – 0.03% 154
2025
Q4 		$364K Hold
2,660
– – 0.02% 192
2025
Q3 		$379K Hold
2,660
– – 0.03% 183
2025
Q2 		$369K Hold
2,660
– – 0.03% 178
2025
Q1 		$313K Sell
2,660
-3,778
-59% -$486K 0.03% 174
2024
Q4 		$816K Hold
6,438
– – 0.06% 158
2024
Q3 		$755K Hold
6,438
– – 0.06% 166
2024
Q2 		$710K Sell
6,438
-457
-7% -$50.2K 0.06% 160
2024
Q1 		$787K Sell
6,895
-1
-0% -$108 0.06% 166
2023
Q4 		$720K Hold
6,896
– – 0.08% 147
2023
Q3 		$630K Hold
6,896
– – 0.07% 145
2023
Q2 		$666K Hold
6,896
– – 0.06% 158
2023
Q1 		$628K Hold
6,896
– – 0.06% 153
2022
Q4 		$577K Buy
6,896
+1
+0% +$84 0.05% 151
2022
Q3 		$541K Hold
6,895
– – 0.05% 151
2022
Q2 		$546K Hold
6,895
– – 0.05% 151
2022
Q1 		$693K Hold
6,895
– – 0.05% 150
2021
Q4 		$794K Buy
+6,895
New +$804K 0.06% 147

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
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

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

Easterly Investment Partners increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 22% in Q2 2026, buying an estimated $79.9K and bringing the position to 3,240 shares worth $474K. The position accounts for 0.02% of the portfolio, ranked #224.

Easterly Investment Partners first reported a position in IWP in Q4 2021 and has held it in 19 quarters since. The position peaked at $816K in Q4 2024. 372 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Easterly Investment Partners held 3,240 shares of iShares Russell Mid-Cap Growth ETF worth $474K as of Q2 2026.
  • Easterly Investment Partners bought 580 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $79.9K.
  • iShares Russell Mid-Cap Growth ETF made up 0.02% of Easterly Investment Partners's portfolio in Q2 2026, its #224 holding.
  • Easterly Investment Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Easterly Investment Partners's iShares Russell Mid-Cap Growth ETF position peaked at $816K in Q4 2024.
  • 372 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Easterly Investment Partners's 13F filing for Q2 2026, filed 23 Jul 2026.