First National Trust’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10M | Buy |
78,349
+3,950
| +5% | +$535K | 0.34% | 71 |
|
|
2025
Q4 | $10.2M | Buy |
74,399
+23,367
| +46% | +$3.27M | 0.34% | 68 |
|
|
2025
Q3 | $7.27M | Buy |
51,032
+27,469
| +117% | +$3.88M | 0.25% | 88 |
|
|
2025
Q2 | $3.27M | Buy |
23,563
+4,609
| +24% | +$583K | 0.12% | 146 |
|
|
2025
Q1 | $2.23M | Sell |
18,954
-8,193
| -30% | -$1.05M | 0.09% | 167 |
|
|
2024
Q4 | $3.44M | Buy |
27,147
+253
| +0.9% | +$32.2K | 0.13% | 134 |
|
|
2024
Q3 | $3.15M | Sell |
26,894
-342
| -1% | -$38.2K | 0.12% | 133 |
|
|
2024
Q2 | $3.01M | Buy |
27,236
+3,500
| +15% | +$385K | 0.12% | 129 |
|
|
2024
Q1 | $2.71M | Buy |
23,736
+7
| +0% | +$757 | 0.11% | 142 |
|
|
2023
Q4 | $2.48M | Sell |
23,729
-1,850
| -7% | -$175K | 0.11% | 141 |
|
|
2023
Q3 | $2.34M | Buy |
25,579
+1,644
| +7% | +$157K | 0.11% | 138 |
|
|
2023
Q2 | $2.31M | Sell |
23,935
-71
| -0.3% | -$6.47K | 0.11% | 146 |
|
|
2023
Q1 | $2.19M | Sell |
24,006
-607
| -2% | -$54.2K | 0.12% | 146 |
|
|
2022
Q4 | $2.06M | Sell |
24,613
-2,911
| -11% | -$245K | 0.11% | 148 |
|
|
2022
Q3 | $2.16M | Sell |
27,524
-2,081
| -7% | -$179K | 0.13% | 141 |
|
|
2022
Q2 | $2.35M | Buy |
29,605
+94
| +0.3% | +$8.19K | 0.13% | 141 |
|
|
2022
Q1 | $2.97M | Buy |
29,511
+985
| +3% | +$98.1K | 0.15% | 129 |
|
|
2021
Q4 | $3.29M | Sell |
28,526
-450
| -2% | -$52.5K | 0.17% | 126 |
|
|
2021
Q3 | $3.25M | Sell |
28,976
-1,358
| -4% | -$156K | 0.19% | 117 |
|
|
2021
Q2 | $3.43M | Sell |
30,334
-720
| -2% | -$76.9K | 0.21% | 115 |
|
|
2021
Q1 | $3.17M | Sell |
31,054
-2,554
| -8% | -$267K | 0.21% | 119 |
|
|
2020
Q4 | $3.45M | Sell |
33,608
-602
| -2% | -$57.3K | 0.24% | 101 |
|
|
2020
Q3 | $2.96M | Sell |
34,210
-8,554
| -20% | -$722K | 0.23% | 99 |
|
|
2020
Q2 | $3.38M | Sell |
42,764
-9,486
| -18% | -$688K | 0.29% | 92 |
|
|
2020
Q1 | $3.18M | Sell |
52,250
-994
| -2% | -$72.4K | 0.32% | 86 |
|
|
2019
Q4 | $4.06M | Buy |
53,244
+2,962
| +6% | +$217K | 0.33% | 88 |
|
|
2019
Q3 | $3.55M | Buy |
50,282
+1,206
| +2% | +$86.7K | 0.32% | 94 |
|
|
2019
Q2 | $3.5M | Buy |
49,076
+5,430
| +12% | +$378K | 0.33% | 95 |
|
|
2019
Q1 | $2.96M | Buy |
43,646
+4,780
| +12% | +$307K | 0.3% | 96 |
|
|
2018
Q4 | $2.21M | Buy |
38,866
+20,398
| +110% | +$1.24M | 0.25% | 108 |
|
|
2018
Q3 | $1.25M | Buy |
18,468
+344
| +2% | +$22.9K | 0.13% | 159 |
|
|
2018
Q2 | $1.15M | Buy |
18,124
+1,140
| +7% | +$71.8K | 0.13% | 166 |
|
|
2018
Q1 | $1.04M | Sell |
16,984
-8,450
| -33% | -$528K | 0.12% | 169 |
|
|
2017
Q4 | $1.53M | Buy |
25,434
+3,498
| +16% | +$206K | 0.17% | 137 |
|
|
2017
Q3 | $1.24M | Buy |
21,936
+11,008
| +101% | +$604K | 0.14% | 160 |
|
|
2017
Q2 | $590K | Sell |
10,928
-102
| -0.9% | -$5.43K | 0.07% | 217 |
|
|
2017
Q1 | $572K | Buy |
11,030
+1,474
| +15% | +$75.3K | 0.07% | 212 |
|
|
2016
Q4 | $465K | Hold |
9,556
| – | – | 0.07% | 222 |
|
|
2016
Q3 | $465K | Sell |
9,556
-500
| -5% | -$24.2K | 0.07% | 205 |
|
|
2016
Q2 | $470K | Sell |
10,056
-554
| -5% | -$25.6K | 0.07% | 201 |
|
|
2016
Q1 | $489K | Buy |
10,610
+486
| +5% | +$21K | 0.07% | 200 |
|
|
2015
Q4 | $466K | Hold |
10,124
| – | – | 0.07% | 204 |
|
|
2015
Q3 | $449K | Buy |
10,124
+310
| +3% | +$14.7K | 0.08% | 205 |
|
|
2015
Q2 | $475K | Sell |
9,814
-3,672
| -27% | -$181K | 0.08% | 198 |
|
|
2015
Q1 | $660K | Hold |
13,486
| – | – | 0.11% | 167 |
|
|
2014
Q4 | $628K | Hold |
13,486
| – | – | 0.11% | 164 |
|
|
2014
Q3 | $596K | Sell |
13,486
-380
| -3% | -$17K | 0.11% | 165 |
|
|
2014
Q2 | $621K | Buy |
13,866
+244
| +2% | +$10.5K | 0.12% | 153 |
|
|
2014
Q1 | $584K | Sell |
13,622
-20
| -0.1% | -$851 | 0.1% | 153 |
|
|
2013
Q4 | $576K | Hold |
13,642
| – | – | 0.1% | 152 |
|
|
2013
Q3 | $533K | Sell |
13,642
-2,900
| -18% | -$111K | 0.1% | 158 |
|
|
2013
Q2 | $594K | Buy |
+16,542
| New | +$591K | 0.12% | 148 |
|
Other funds holding IWP
FCAS
First National Trust's IWP Position: Q1 2026 in Review
First National Trust increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 5.3% in Q1 2026, buying an estimated $535K and bringing the position to 78,349 shares worth $10M. The position accounts for 0.34% of the portfolio, ranked #71.
First National Trust first reported a position in IWP in Q2 2013 and has held it in 52 quarters since. The position peaked at $10.2M in Q4 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.
- First National Trust held 78,349 shares of iShares Russell Mid-Cap Growth ETF worth $10M as of Q1 2026.
- First National Trust bought 3,950 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $535K.
- iShares Russell Mid-Cap Growth ETF made up 0.34% of First National Trust's portfolio in Q1 2026, its #71 holding.
- First National Trust first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 52 quarters since.
- First National Trust's iShares Russell Mid-Cap Growth ETF position peaked at $10.2M in Q4 2025.
- 1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.
Based on First National Trust's 13F filing for Q1 2026, filed 7 May 2026.