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FineMark National Bank & Trust’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

FineMark National Bank & 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
2025
Q4 		$8.77M Buy
64,014
+23,175
+57% +$3.24M 0.27% 88
2025
Q3 		$5.82M Buy
40,839
+2,130
+6% +$301K 0.19% 110
2025
Q2 		$5.37M Sell
38,709
-1,740
-4% -$220K 0.18% 114
2025
Q1 		$4.75M Buy
40,449
+9,330
+30% +$1.2M 0.17% 115
2024
Q4 		$3.94M Buy
31,119
+6,078
+24% +$773K 0.14% 120
2024
Q3 		$2.94M Buy
25,041
+712
+3% +$79.6K 0.1% 129
2024
Q2 		$2.68M Sell
24,329
-49
-0.2% -$5.38K 0.1% 130
2024
Q1 		$2.78M Sell
24,378
-302
-1% -$32.7K 0.1% 130
2023
Q4 		$2.58M Sell
24,680
-1,048
-4% -$99.3K 0.11% 131
2023
Q3 		$2.35M Buy
25,728
+663
+3% +$63.4K 0.1% 135
2023
Q2 		$2.42M Buy
25,065
+701
+3% +$63.9K 0.1% 137
2023
Q1 		$2.22M Sell
24,364
-628
-3% -$56K 0.09% 140
2022
Q4 		$2.09M Buy
24,992
+7,581
+44% +$638K 0.09% 140
2022
Q3 		$1.37M Buy
17,411
+1,066
+7% +$91.7K 0.07% 163
2022
Q2 		$1.29M Buy
16,345
+1,656
+11% +$144K 0.06% 179
2022
Q1 		$1.48M Buy
14,689
+453
+3% +$45.1K 0.06% 181
2021
Q4 		$1.64M Buy
14,236
+1,981
+16% +$231K 0.06% 174
2021
Q3 		$1.37M Buy
12,255
+864
+8% +$99.4K 0.06% 179
2021
Q2 		$1.29M Buy
11,391
+294
+3% +$31.4K 0.05% 186
2021
Q1 		$1.13M Buy
11,097
+2,069
+23% +$216K 0.05% 195
2020
Q4 		$927K Sell
9,028
-50
-0.6% -$4.76K 0.04% 210
2020
Q3 		$785K Buy
9,078
+834
+10% +$70.4K 0.04% 207
2020
Q2 		$652K Sell
8,244
-506
-6% -$36.7K 0.04% 212
2020
Q1 		$532K Sell
8,750
-220
-2% -$16K 0.03% 221
2019
Q4 		$684K Sell
8,970
-1,128
-11% -$82.7K 0.03% 218
2019
Q3 		$714K Sell
10,098
-338
-3% -$24.3K 0.04% 207
2019
Q2 		$744K Buy
10,436
+930
+10% +$64.7K 0.04% 204
2019
Q1 		$645K Buy
9,506
+2,140
+29% +$137K 0.04% 208
2018
Q4 		$419K Sell
7,366
-24,138
-77% -$1.47M 0.03% 249
2018
Q3 		$2.14M Sell
31,504
-1,900
-6% -$126K 0.13% 112
2018
Q2 		$2.12M Buy
33,404
+1,334
+4% +$84K 0.13% 118
2018
Q1 		$1.97M Sell
32,070
-5,004
-13% -$312K 0.13% 122
2017
Q4 		$2.24M Sell
37,074
-876
-2% -$51.5K 0.14% 117
2017
Q3 		$2.15M Sell
37,950
-1,410
-4% -$77.4K 0.14% 117
2017
Q2 		$2.13M Buy
39,360
+29,180
+287% +$1.55M 0.15% 113
2017
Q1 		$528K Sell
10,180
-68
-0.7% -$3.47K 0.04% 209
2016
Q4 		$499K Buy
10,248
+732
+8% +$35.3K 0.04% 217
2016
Q3 		$463K Hold
9,516
– – 0.05% 221
2016
Q2 		$445K Buy
9,516
+12
+0.1% +$555 0.05% 225
2016
Q1 		$438K Buy
9,504
+260
+3% +$11.2K 0.05% 218
2015
Q4 		$425K Hold
9,244
– – 0.05% 220
2015
Q3 		$410K Buy
9,244
+948
+11% +$45K 0.06% 228
2015
Q2 		$402K Buy
8,296
+18
+0.2% +$888 0.05% 240
2015
Q1 		$405K Buy
8,278
+1,360
+20% +$64.9K 0.06% 243
2014
Q4 		$322K Hold
6,918
– – 0.05% 269
2014
Q3 		$306K Buy
6,918
+2
+0% +$89 0.05% 263
2014
Q2 		$310K Sell
6,916
-1,944
-22% -$83.6K 0.05% 261
2014
Q1 		$380K Buy
8,860
+1,716
+24% +$73K 0.07% 210
2013
Q4 		$301K Hold
7,144
– – 0.06% 251
2013
Q3 		$279K Buy
7,144
+670
+10% +$25.5K 0.07% 245
2013
Q2 		$232K Buy
+6,474
New +$231K 0.07% 254

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

FineMark National Bank & Trust's IWP Position: Q4 2025 in Review

FineMark National Bank & Trust increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 57% in Q4 2025, buying an estimated $3.24M and bringing the position to 64,014 shares worth $8.77M. The position accounts for 0.27% of the portfolio, ranked #88.

FineMark National Bank & Trust first reported a position in IWP in Q2 2013 and has held it in 51 quarters since. 1,228 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

  • FineMark National Bank & Trust held 64,014 shares of iShares Russell Mid-Cap Growth ETF worth $8.77M as of Q4 2025.
  • FineMark National Bank & Trust bought 23,175 iShares Russell Mid-Cap Growth ETF shares in Q4 2025, an estimated $3.24M.
  • iShares Russell Mid-Cap Growth ETF made up 0.27% of FineMark National Bank & Trust's portfolio in Q4 2025, its #88 holding.
  • FineMark National Bank & Trust first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 51 quarters since.
  • 1,228 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.