Edmond de Rothschild Holding’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Edmond de Rothschild Holding’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	$134K	Hold	917	–	–	﹤0.01%	466
2026 Q1	$117K	Hold	917	–	–	﹤0.01%	405
2025 Q4	$126K	Sell	917 -215	-19%	-$30K	﹤0.01%	413
2025 Q3	$161K	Hold	1,132	–	–	﹤0.01%	402
2025 Q2	$157K	Sell	1,132 -3,261	-74%	-$413K	﹤0.01%	392
2025 Q1	$516K	Hold	4,393	–	–	0.01%	317
2024 Q4	$557K	Hold	4,393	–	–	0.01%	325
2024 Q3	$515K	Hold	4,393	–	–	0.01%	334
2024 Q2	$485K	Buy	4,393 +411	+10%	+$45.2K	0.01%	346
2024 Q1	$455K	Buy	3,982 +1,593	+67%	+$172K	0.01%	369
2023 Q4	$250K	Hold	2,389	–	–	﹤0.01%	409
2023 Q3	$218K	Buy	2,389 +721	+43%	+$68.9K	﹤0.01%	417
2023 Q2	$161K	Hold	1,668	–	–	﹤0.01%	463
2023 Q1	$152K	Hold	1,668	–	–	﹤0.01%	466
2022 Q4	$139K	Hold	1,668	–	–	﹤0.01%	516
2022 Q3	$131K	Buy	1,668 +393	+31%	+$33.8K	﹤0.01%	534
2022 Q2	$101K	Hold	1,275	–	–	﹤0.01%	581
2022 Q1	$128K	Sell	1,275 -2,026	-61%	-$202K	﹤0.01%	564
2021 Q4	$380K	Hold	3,301	–	–	0.01%	450
2021 Q3	$370K	Sell	3,301 -2,474	-43%	-$285K	0.01%	465
2021 Q2	$654K	Sell	5,775 -1,225	-18%	-$131K	0.02%	406
2021 Q1	$714K	Buy	7,000 +735	+12%	+$76.8K	0.02%	359
2020 Q4	$643K	Buy	+6,265	New	+$596K	0.02%	330

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

Edmond de Rothschild Holding's IWP Position: Q2 2026 in Review

Edmond de Rothschild Holding held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 917 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

Edmond de Rothschild Holding first reported a position in IWP in Q4 2020 and has held it in 23 quarters since. The position peaked at $714K in Q1 2021. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Edmond de Rothschild Holding held 917 shares of iShares Russell Mid-Cap Growth ETF worth $134K as of Q2 2026.
Edmond de Rothschild Holding left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Edmond de Rothschild Holding's portfolio in Q2 2026, its #466 holding.
Edmond de Rothschild Holding first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
Edmond de Rothschild Holding's iShares Russell Mid-Cap Growth ETF position peaked at $714K in Q1 2021.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.