Fisher Asset Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Fisher Asset Management’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	–	Sell	-1,614	Closed	-$207K	–	1086
2026 Q1	$207K	Sell	1,614 -397	-20%	-$53.7K	﹤0.01%	986
2025 Q4	$276K	Sell	2,011 -1,610	-44%	-$225K	﹤0.01%	910
2025 Q3	$516K	Buy	+3,621	New	+$512K	﹤0.01%	777
2025 Q1	–	Sell	-2,085	Closed	-$264K	–	1041
2024 Q4	$264K	Buy	2,085 +275	+15%	+$35K	﹤0.01%	895
2024 Q3	$212K	Sell	1,810 -1,051	-37%	-$118K	﹤0.01%	889
2024 Q2	$316K	Buy	2,861 +613	+27%	+$67.3K	﹤0.01%	867
2024 Q1	$257K	Buy	+2,248	New	+$243K	﹤0.01%	895
2023 Q4	–	Sell	-2,544	Closed	-$232K	–	1053
2023 Q3	$232K	Buy	+2,544	New	+$243K	﹤0.01%	988
2022 Q4	–	Sell	-4,162	Closed	-$326K	–	1043
2022 Q3	$326K	Buy	+4,162	New	+$358K	﹤0.01%	810
2022 Q1	–	Sell	-1,820	Closed	-$210K	–	981
2021 Q4	$210K	Buy	+1,820	New	+$212K	﹤0.01%	914
2021 Q3	–	Sell	-2,394	Closed	-$271K	–	955
2021 Q2	$271K	Sell	2,394 -1,656	-41%	-$177K	﹤0.01%	821
2021 Q1	$413K	Buy	4,050 +2,075	+105%	+$217K	﹤0.01%	734
2020 Q4	$203K	Buy	+1,975	New	+$188K	﹤0.01%	870

Other funds holding IWP

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PMFA

Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Fisher Asset Management's IWP Position: Q2 2026 in Review

Fisher Asset Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026, closing a stake of 1,614 shares — an estimated $207K sold.

Fisher Asset Management first reported a position in IWP in Q4 2020 and held it in 13 quarters. The position peaked at $516K in Q3 2025. 805 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Fisher Asset Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Fisher Asset Management sold 1,614 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $207K.
Fisher Asset Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and held it in 13 quarters.
Fisher Asset Management's iShares Russell Mid-Cap Growth ETF position peaked at $516K in Q3 2025.
805 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.