Fidelis Capital Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Fidelis Capital 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	$6.54M	Buy	44,658 +127	+0.3%	+$17.5K	0.38%	58
2026 Q1	$5.71M	Sell	44,531 -692	-2%	-$93.6K	0.41%	52
2025 Q4	$6.19M	Buy	45,223 +10,152	+29%	+$1.42M	0.45%	48
2025 Q3	$4.99M	Hold	35,071	–	–	0.39%	51
2025 Q2	$4.95M	Buy	35,071 +352	+1%	+$44.5K	0.45%	43
2025 Q1	$4.17M	Buy	34,719 +78	+0.2%	+$10K	0.44%	48
2024 Q4	$4.65M	Buy	34,641 +14,760	+74%	+$1.88M	0.46%	45
2024 Q3	$2.38M	Buy	19,881 +4,135	+26%	+$462K	0.28%	66
2024 Q2	$1.64M	Hold	15,746	–	–	0.23%	81
2024 Q1	$1.8M	Sell	15,746 -442	-3%	-$47.8K	0.27%	74
2023 Q4	$1.69M	Buy	16,188 +1,960	+14%	+$186K	0.37%	57
2023 Q3	$1.3M	Buy	14,228 +775	+6%	+$74.1K	0.44%	52
2023 Q2	$1.3M	Buy	13,453 +9,499	+240%	+$866K	0.47%	51
2023 Q1	$352K	Buy	+3,954	New	+$353K	0.15%	155

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

Fidelis Capital Partners's IWP Position: Q2 2026 in Review

Fidelis Capital Partners increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.29% in Q2 2026, buying an estimated $17.5K and bringing the position to 44,658 shares worth $6.54M. The position accounts for 0.38% of the portfolio, ranked #58.

Fidelis Capital Partners first reported a position in IWP in Q1 2023 and has held it in 14 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Fidelis Capital Partners held 44,658 shares of iShares Russell Mid-Cap Growth ETF worth $6.54M as of Q2 2026.
Fidelis Capital Partners bought 127 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $17.5K.
iShares Russell Mid-Cap Growth ETF made up 0.38% of Fidelis Capital Partners's portfolio in Q2 2026, its #58 holding.
Fidelis Capital Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.