Fiduciary Trust’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Fiduciary Trust’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 Q1	$1.43M	Buy	11,155 +171	+2%	+$23.1K	0.02%	335
2025 Q4	$1.5M	Sell	10,984 -624	-5%	-$87.2K	0.02%	337
2025 Q3	$1.65M	Hold	11,608	–	–	0.02%	316
2025 Q2	$1.61M	Buy	11,608 +1,460	+14%	+$185K	0.02%	311
2025 Q1	$1.19M	Sell	10,148 -385	-4%	-$49.5K	0.02%	351
2024 Q4	$1.34M	Buy	10,533 +723	+7%	+$91.9K	0.02%	306
2024 Q3	$1.15M	Hold	9,810	–	–	0.02%	341
2024 Q2	$1.08M	Hold	9,810	–	–	0.02%	329
2024 Q1	$1.12M	Hold	9,810	–	–	0.02%	329
2023 Q4	$1.02M	Hold	9,810	–	–	0.02%	335
2023 Q3	$896K	Hold	9,810	–	–	0.02%	338
2023 Q2	$948K	Hold	9,810	–	–	0.02%	343
2023 Q1	$893K	Sell	9,810 -1,123	-10%	-$100K	0.02%	341
2022 Q4	$914K	Buy	10,933 +1,183	+12%	+$99.6K	0.02%	352
2022 Q3	$765K	Hold	9,750	–	–	0.02%	364
2022 Q2	$772K	Hold	9,750	–	–	0.02%	370
2022 Q1	$980K	Sell	9,750 -3,800	-28%	-$378K	0.02%	355
2021 Q4	$1.56M	Sell	13,550 -22	-0.2%	-$2.56K	0.03%	284
2021 Q3	$1.52M	Hold	13,572	–	–	0.03%	272
2021 Q2	$1.54M	Hold	13,572	–	–	0.03%	274
2021 Q1	$1.39M	Hold	13,572	–	–	0.03%	282
2020 Q4	$1.39M	Hold	13,572	–	–	0.03%	277
2020 Q3	$1.17M	Sell	13,572 -42	-0.3%	-$3.54K	0.03%	269
2020 Q2	$1.08M	Buy	13,614 +7,726	+131%	+$560K	0.03%	265
2020 Q1	$358K	Hold	5,888	–	–	0.01%	396
2019 Q4	$449K	Hold	5,888	–	–	0.01%	399
2019 Q3	$416K	Buy	5,888 +1,458	+33%	+$105K	0.01%	401
2019 Q2	$316K	Sell	4,430 -636	-13%	-$44.2K	0.01%	424
2019 Q1	$344K	Sell	5,066 -120	-2%	-$7.7K	0.01%	389
2018 Q4	$295K	Sell	5,186 -180	-3%	-$10.9K	0.01%	387
2018 Q3	$364K	Hold	5,366	–	–	0.01%	373
2018 Q2	$340K	Hold	5,366	–	–	0.01%	379
2018 Q1	$330K	Hold	5,366	–	–	0.01%	375
2017 Q4	$324K	Hold	5,366	–	–	0.01%	366
2017 Q3	$304K	Hold	5,366	–	–	0.01%	377
2017 Q2	$290K	Hold	5,366	–	–	0.01%	386
2017 Q1	$278K	Hold	5,366	–	–	0.01%	390
2016 Q4	$261K	Buy	5,366 +156	+3%	+$7.52K	0.01%	404
2016 Q3	$254K	Hold	5,210	–	–	0.01%	403
2016 Q2	$244K	Hold	5,210	–	–	0.01%	396
2016 Q1	$240K	Hold	5,210	–	–	0.01%	394
2015 Q4	$239K	Hold	5,210	–	–	0.01%	353
2015 Q3	$231K	Hold	5,210	–	–	0.01%	343
2015 Q2	$252K	Hold	5,210	–	–	0.01%	318
2015 Q1	$255K	Hold	5,210	–	–	0.01%	314
2014 Q4	$243K	Hold	5,210	–	–	0.01%	314
2014 Q3	$230K	Sell	5,210 -388	-7%	-$17.3K	0.01%	308
2014 Q2	$251K	Hold	5,598	–	–	0.01%	294
2014 Q1	$240K	Hold	5,598	–	–	0.01%	292
2013 Q4	$236K	Buy	+5,598	New	+$226K	0.01%	288

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fiduciary Trust's IWP Position: Q1 2026 in Review

Fiduciary Trust increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.6% in Q1 2026, buying an estimated $23.1K and bringing the position to 11,155 shares worth $1.43M. The position accounts for 0.02% of the portfolio, ranked #335.

Fiduciary Trust first reported a position in IWP in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.65M in Q3 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Fiduciary Trust held 11,155 shares of iShares Russell Mid-Cap Growth ETF worth $1.43M as of Q1 2026.
Fiduciary Trust bought 171 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $23.1K.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Fiduciary Trust's portfolio in Q1 2026, its #335 holding.
Fiduciary Trust first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2013 and has held it in 50 quarters since.
Fiduciary Trust's iShares Russell Mid-Cap Growth ETF position peaked at $1.65M in Q3 2025.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.