First Manhattan’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

First Manhattan’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	$217K	Buy	+1,484	New	+$205K	﹤0.01%	705
2025 Q4	–	Sell	-1,454	Closed	-$207K	–	747
2025 Q3	$207K	Sell	1,454 -9	-0.6%	-$1.27K	﹤0.01%	680
2025 Q2	$203K	Buy	+1,463	New	+$185K	﹤0.01%	670
2023 Q2	–	Sell	-723	Closed	-$65.8K	–	1493
2023 Q1	$65.8K	Hold	723	–	–	﹤0.01%	875
2022 Q4	$60.4K	Hold	723	–	–	﹤0.01%	914
2022 Q3	$56K	Hold	723	–	–	﹤0.01%	913
2022 Q2	$57K	Buy	+723	New	+$63K	﹤0.01%	949
2021 Q1	–	Sell	-80	Closed	-$8K	–	1514
2020 Q4	$8K	Hold	80	–	–	﹤0.01%	1168
2020 Q3	$6K	Buy	+80	New	+$6.75K	﹤0.01%	1177
2020 Q2	–	Sell	-500	Closed	-$30K	–	1424
2020 Q1	$30K	Buy	+500	New	+$36.4K	﹤0.01%	944
2019 Q4	–	Sell	-26	Closed	-$1K	–	1335
2019 Q3	$1K	Buy	+26	New	+$1.87K	﹤0.01%	1289
2014 Q2	–	Sell	-4,348	Closed	-$186K	–	1441
2014 Q1	$186K	Buy	+4,348	New	+$185K	﹤0.01%	686

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

First Manhattan's IWP Position: Q2 2026 in Review

First Manhattan opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 1,484 shares worth $217K. The stake represents ﹤0.01% of the portfolio and ranks #705 among its holdings. This is a return to the name: First Manhattan previously reported a position in IWP as recently as Q3 2025.

First Manhattan first reported a position in IWP in Q1 2014 and has held it in 12 quarters since. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

First Manhattan held 1,484 shares of iShares Russell Mid-Cap Growth ETF worth $217K as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new First Manhattan position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of First Manhattan's portfolio in Q2 2026, its #705 holding.
First Manhattan first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2014 and has held it in 12 quarters since.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.