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Global Strategic Investment Solutions’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Global Strategic Investment Solutions’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 		$2.19M Buy
14,953
+10
+0.1% +$1.38K 0.19% 55
2026
Q1 		$1.91M Buy
14,943
+3
+0% +$406 0.19% 59
2025
Q4 		$2.05M Sell
14,940
-1
-0% -$140 0.2% 56
2025
Q3 		$2.13M Sell
14,941
-705
-5% -$99.6K 0.21% 54
2025
Q2 		$2.17M Sell
15,646
-26
-0.2% -$3.29K 0.23% 53
2025
Q1 		$1.84M Sell
15,672
-4
-0% -$514 0.21% 54
2024
Q4 		$1.99M Buy
15,676
+4
+0% +$508 0.23% 53
2024
Q3 		$1.84M Buy
15,672
+9
+0.1% +$1.01K 0.21% 53
2024
Q2 		$1.73M Buy
15,663
+5
+0% +$549 0.21% 54
2024
Q1 		$1.79M Buy
15,658
+211
+1% +$22.8K 0.21% 53
2023
Q4 		$1.61M Sell
15,447
-462
-3% -$43.8K 0.2% 56
2023
Q3 		$1.45M Hold
15,909
– – 0.19% 61
2023
Q2 		$1.54M Hold
15,909
– – 0.19% 56
2023
Q1 		$1.45M Hold
15,909
– – 0.21% 55
2022
Q4 		$1.33M Hold
15,909
– – 0.09% 55
2022
Q3 		$1.25M Hold
15,909
– – 0.06% 60
2022
Q2 		$1.26M Hold
15,909
– – 0.09% 58
2022
Q1 		$1.6M Sell
15,909
-354
-2% -$35.3K 0.1% 53
2021
Q4 		$1.87M Sell
16,263
-5,569
-26% -$649K 0.3% 40
2021
Q3 		$2.45M Hold
21,832
– – 0.41% 35
2021
Q2 		$2.47M Sell
21,832
-476
-2% -$50.8K 0.42% 35
2021
Q1 		$2.28M Hold
22,308
– – 0.42% 38
2020
Q4 		$2.29M Hold
22,308
– – 0.52% 33
2020
Q3 		$1.93M Hold
22,308
– – 0.49% 32
2020
Q2 		$1.76M Buy
+22,308
New +$1.62M 0.49% 33

Other funds holding IWP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
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
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

Global Strategic Investment Solutions's IWP Position: Q2 2026 in Review

Global Strategic Investment Solutions increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.07% in Q2 2026, buying an estimated $1.38K and bringing the position to 14,953 shares worth $2.19M. The position accounts for 0.19% of the portfolio, ranked #55.

Global Strategic Investment Solutions first reported a position in IWP in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.47M in Q2 2021. 805 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Global Strategic Investment Solutions held 14,953 shares of iShares Russell Mid-Cap Growth ETF worth $2.19M as of Q2 2026.
  • Global Strategic Investment Solutions bought 10 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.38K.
  • iShares Russell Mid-Cap Growth ETF made up 0.19% of Global Strategic Investment Solutions's portfolio in Q2 2026, its #55 holding.
  • Global Strategic Investment Solutions first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • Global Strategic Investment Solutions's iShares Russell Mid-Cap Growth ETF position peaked at $2.47M in Q2 2021.
  • 805 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Global Strategic Investment Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.