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

First Nebraska 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 Q2	$234K	Hold	1,600	–	–	0.02%	213
2026 Q1	$205K	Hold	1,600	–	–	0.02%	214
2025 Q4	$219K	Hold	1,600	–	–	0.02%	206
2025 Q3	$228K	Hold	1,600	–	–	0.02%	188
2025 Q2	$222K	Buy	+1,600	New	+$202K	0.02%	188

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 Nebraska Trust's IWP Position: Q2 2026 in Review

First Nebraska Trust held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 1,600 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #213.

First Nebraska Trust first reported a position in IWP in Q2 2025 and has held it in 5 quarters since. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

First Nebraska Trust held 1,600 shares of iShares Russell Mid-Cap Growth ETF worth $234K as of Q2 2026.
First Nebraska Trust left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.02% of First Nebraska Trust's portfolio in Q2 2026, its #213 holding.
First Nebraska Trust first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on First Nebraska Trust's 13F filing for Q2 2026, filed 12 Aug 2026.