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

First Merchants Corp’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	$10M	Buy	68,631 +2,131	+3%	+$294K	0.35%	75
2026 Q1	$8.52M	Sell	66,500 -2,172	-3%	-$294K	0.32%	78
2025 Q4	$9.4M	Sell	68,672 -340	-0.5%	-$47.5K	0.35%	70
2025 Q3	$9.83M	Buy	69,012 +1,459	+2%	+$206K	0.37%	70
2025 Q2	$9.37M	Sell	67,553 -975	-1%	-$123K	0.36%	74
2025 Q1	$8.05M	Buy	68,528 +5,881	+9%	+$756K	0.32%	84
2024 Q4	$7.94M	Sell	62,647 -522	-0.8%	-$66.4K	0.31%	81
2024 Q3	$7.41M	Buy	63,169 +1,227	+2%	+$137K	0.28%	91
2024 Q2	$6.84M	Sell	61,942 -788	-1%	-$86.6K	0.28%	87
2024 Q1	$7.16M	Buy	62,730 +1,135	+2%	+$123K	0.54%	59
2023 Q4	$6.43M	Buy	61,595 +831	+1%	+$78.8K	0.53%	62
2023 Q3	$5.55M	Buy	60,764 +81	+0.1%	+$7.74K	0.49%	68
2023 Q2	$5.86M	Sell	60,683 -754	-1%	-$68.7K	0.5%	73
2023 Q1	$5.59M	Buy	61,437 +530	+0.9%	+$47.3K	0.5%	71
2022 Q4	$5.09M	Sell	60,907 -4,982	-8%	-$419K	0.47%	74
2022 Q3	$5.17M	Buy	65,889 +8,259	+14%	+$711K	0.52%	63
2022 Q2	$4.57M	Sell	57,630 -11,328	-16%	-$986K	0.45%	71
2022 Q1	$6.93M	Sell	68,958 -1,646	-2%	-$164K	0.57%	57
2021 Q4	$8.13M	Buy	70,604 +315	+0.4%	+$36.7K	0.63%	50
2021 Q3	$7.88M	Sell	70,289 -471	-0.7%	-$54.2K	0.5%	48
2021 Q2	$8.01M	Sell	70,760 -984	-1%	-$105K	0.52%	48
2021 Q1	$7.32M	Sell	71,744 -5,274	-7%	-$551K	0.49%	50
2020 Q4	$7.91M	Sell	77,018 -1,274	-2%	-$121K	0.54%	39
2020 Q3	$6.77M	Buy	78,292 +684	+0.9%	+$57.7K	0.52%	42
2020 Q2	$6.13M	Buy	77,608 +1,968	+3%	+$143K	0.52%	45
2020 Q1	$4.6M	Buy	75,640 +2,318	+3%	+$169K	0.6%	53
2019 Q4	$5.59M	Sell	73,322 -7,240	-9%	-$531K	0.57%	60
2019 Q3	$5.69M	Buy	+80,562	New	+$5.79M	0.61%	54
2015 Q2	–	Sell	-14,298	Closed	-$700K	–	143
2015 Q1	$700K	Buy	+14,298	New	+$682K	0.22%	106

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 Merchants Corp's IWP Position: Q2 2026 in Review

First Merchants Corp increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 3.2% in Q2 2026, buying an estimated $294K and bringing the position to 68,631 shares worth $10M. The position accounts for 0.35% of the portfolio, ranked #75.

First Merchants Corp first reported a position in IWP in Q1 2015 and has held it in 29 quarters since. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

First Merchants Corp held 68,631 shares of iShares Russell Mid-Cap Growth ETF worth $10M as of Q2 2026.
First Merchants Corp bought 2,131 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $294K.
iShares Russell Mid-Cap Growth ETF made up 0.35% of First Merchants Corp's portfolio in Q2 2026, its #75 holding.
First Merchants Corp first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2015 and has held it in 29 quarters since.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on First Merchants Corp's 13F filing for Q2 2026, filed 15 Jul 2026.