Fayez Sarofim & Co’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Fayez Sarofim & Co’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	$278K	Hold	1,896	–	–	﹤0.01%	271
2026 Q1	$243K	Hold	1,896	–	–	﹤0.01%	277
2025 Q4	$260K	Hold	1,896	–	–	﹤0.01%	271
2025 Q3	$270K	Hold	1,896	–	–	﹤0.01%	279
2025 Q2	$263K	Hold	1,896	–	–	﹤0.01%	283
2025 Q1	$223K	Hold	1,896	–	–	﹤0.01%	294
2024 Q4	$240K	Hold	1,896	–	–	﹤0.01%	289
2024 Q3	$222K	Hold	1,896	–	–	﹤0.01%	276
2024 Q2	$209K	Sell	1,896 -1,212	-39%	-$133K	﹤0.01%	272
2024 Q1	$355K	Sell	3,108 -3,000	-49%	-$325K	﹤0.01%	242
2023 Q4	$668K	Buy	+6,108	New	+$579K	﹤0.01%	190
2022 Q1	–	Sell	-1,896	Closed	-$218K	–	329
2021 Q4	$218K	Hold	1,896	–	–	﹤0.01%	324
2021 Q3	$212K	Hold	1,896	–	–	﹤0.01%	302
2021 Q2	$215K	Buy	+1,896	New	+$203K	﹤0.01%	311

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

Fayez Sarofim & Co's IWP Position: Q2 2026 in Review

Fayez Sarofim & Co held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 1,896 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Fayez Sarofim & Co first reported a position in IWP in Q2 2021 and has held it in 14 quarters since. The position peaked at $668K in Q4 2023. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Fayez Sarofim & Co held 1,896 shares of iShares Russell Mid-Cap Growth ETF worth $278K as of Q2 2026.
Fayez Sarofim & Co 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 Fayez Sarofim & Co's portfolio in Q2 2026, its #271 holding.
Fayez Sarofim & Co first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2021 and has held it in 14 quarters since.
Fayez Sarofim & Co's iShares Russell Mid-Cap Growth ETF position peaked at $668K in Q4 2023.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Fayez Sarofim & Co's 13F filing for Q2 2026, filed 17 Aug 2026.