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IWP icon

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

Glenview 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 		$3.51M Hold
23,948
– – 0.05% 189
2026
Q1 		$3.07M Buy
23,948
+14
+0.1% +$1.89K 0.05% 194
2025
Q4 		$3.28M Buy
23,934
+115
+0.5% +$16.1K 0.05% 187
2025
Q3 		$3.39M Hold
23,819
– – 0.05% 189
2025
Q2 		$3.3M Sell
23,819
-25
-0.1% -$3.16K 0.06% 180
2025
Q1 		$2.8M Sell
23,844
-1,203
-5% -$155K 0.05% 186
2024
Q4 		$3.17M Sell
25,047
-5,798
-19% -$737K 0.06% 169
2024
Q3 		$3.62M Sell
30,845
-429
-1% -$48K 0.07% 159
2024
Q2 		$3.45M Buy
31,274
+69
+0.2% +$7.58K 0.07% 155
2024
Q1 		$3.56M Sell
31,205
-770
-2% -$83.3K 0.08% 158
2023
Q4 		$3.34M Buy
31,975
+7,331
+30% +$695K 0.08% 155
2023
Q3 		$2.25M Buy
24,644
+686
+3% +$65.6K 0.06% 169
2023
Q2 		$2.32M Sell
23,958
-2,726
-10% -$248K 0.06% 167
2023
Q1 		$2.43M Buy
26,684
+2,463
+10% +$220K 0.07% 161
2022
Q4 		$2.02M Buy
24,221
+292
+1% +$24.6K 0.07% 165
2022
Q3 		$1.88M Sell
23,929
-3,459
-13% -$298K 0.07% 155
2022
Q2 		$2.17M Sell
27,388
-259
-0.9% -$22.6K 0.08% 148
2022
Q1 		$2.78M Buy
27,647
+4,114
+17% +$410K 0.09% 139
2021
Q4 		$2.71M Sell
23,533
-200
-0.8% -$23.3K 0.09% 143
2021
Q3 		$2.66M Hold
23,733
– – 0.1% 130
2021
Q2 		$2.69M Buy
23,733
+671
+3% +$71.7K 0.1% 131
2021
Q1 		$2.35M Sell
23,062
-602
-3% -$62.9K 0.1% 134
2020
Q4 		$2.43M Buy
23,664
+22
+0.1% +$2.09K 0.11% 119
2020
Q3 		$2.04M Buy
23,642
+310
+1% +$26.2K 0.11% 124
2020
Q2 		$1.84M Sell
23,332
-4,334
-16% -$314K 0.11% 126
2020
Q1 		$1.68M Sell
27,666
-26
-0.1% -$1.9K 0.12% 123
2019
Q4 		$2.11M Sell
27,692
-10
-0% -$733 0.12% 130
2019
Q3 		$1.96M Buy
27,702
+3,370
+14% +$242K 0.12% 131
2019
Q2 		$1.74M Hold
24,332
– – 0.11% 144
2019
Q1 		$1.65M Buy
24,332
+574
+2% +$36.8K 0.11% 155
2018
Q4 		$1.35M Hold
23,758
– – 0.1% 157
2018
Q3 		$1.61M Buy
23,758
+620
+3% +$41.2K 0.1% 149
2018
Q2 		$1.47M Hold
23,138
– – 0.11% 139
2018
Q1 		$1.42M Buy
23,138
+128
+0.6% +$7.99K 0.1% 152
2017
Q4 		$1.39M Hold
23,010
– – 0.1% 152
2017
Q3 		$1.3M Buy
23,010
+2,076
+10% +$114K 0.1% 151
2017
Q2 		$1.13M Hold
20,934
– – 0.09% 154
2017
Q1 		$1.09M Hold
20,934
– – 0.09% 153
2016
Q4 		$1.02M Buy
+20,934
New +$1.01M 0.08% 153
2015
Q4 		$951K Buy
+20,690
New +$962K 0.1% 136
2014
Q4 		$334K Buy
+7,172
New +$324K 0.04% 187

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
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

Glenview Trust's IWP Position: Q2 2026 in Review

Glenview Trust held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 23,948 shares worth $3.51M. The position accounts for 0.05% of the portfolio, ranked #189.

Glenview Trust first reported a position in IWP in Q4 2014 and has held it in 41 quarters since. The position peaked at $3.62M in Q3 2024. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Glenview Trust held 23,948 shares of iShares Russell Mid-Cap Growth ETF worth $3.51M as of Q2 2026.
  • Glenview Trust left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Growth ETF made up 0.05% of Glenview Trust's portfolio in Q2 2026, its #189 holding.
  • Glenview Trust first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2014 and has held it in 41 quarters since.
  • Glenview Trust's iShares Russell Mid-Cap Growth ETF position peaked at $3.62M in Q3 2024.
  • 1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.