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

Global Trust 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	$53.3K	Hold	364	–	–	0.02%	236
2026 Q1	$46.6K	Sell	364 -20	-5%	-$2.71K	0.02%	255
2025 Q4	$52.6K	Sell	384 -903	-70%	-$126K	0.02%	241
2025 Q3	$183K	Sell	1,287 -100	-7%	-$14.1K	0.08%	176
2025 Q2	$192K	Hold	1,387	–	–	0.1%	158
2025 Q1	$163K	Sell	1,387 -12,419	-90%	-$1.6M	0.1%	161
2024 Q4	$1.75M	Sell	13,806 -1,963	-12%	-$250K	0.66%	33
2024 Q3	$1.85M	Sell	15,769 -3,253	-17%	-$364K	0.69%	31
2024 Q2	$2.1M	Sell	19,022 -150	-0.8%	-$16.5K	0.85%	30
2024 Q1	$2.19M	Buy	19,172 +405	+2%	+$43.8K	0.9%	28
2023 Q4	$1.96M	Buy	18,767 +140	+0.8%	+$13.3K	0.86%	29
2023 Q3	$1.7M	Buy	18,627 +370	+2%	+$35.4K	0.81%	30
2023 Q2	$1.76M	Buy	18,257 +415	+2%	+$37.8K	0.79%	35
2023 Q1	$1.62M	Sell	17,842 -440	-2%	-$39.3K	0.78%	35
2022 Q4	$1.53M	Sell	18,282 -956	-5%	-$80.5K	0.77%	35
2022 Q3	$1.51M	Buy	19,238 +1,613	+9%	+$139K	0.79%	34
2022 Q2	$1.4M	Buy	17,625 +424	+2%	+$36.9K	0.69%	43
2022 Q1	$1.73M	Buy	17,201 +544	+3%	+$54.2K	0.72%	35
2021 Q4	$1.92M	Sell	16,657 -2,420	-13%	-$282K	0.76%	30
2021 Q3	$2.14M	Buy	19,077 +3,586	+23%	+$412K	0.96%	24
2021 Q2	$1.75M	Sell	15,491 -8,917	-37%	-$952K	0.83%	30
2021 Q1	$2.49M	Sell	24,408 -1,404	-5%	-$147K	1.37%	15
2020 Q4	$2.65M	Buy	25,812 +934	+4%	+$88.9K	1.46%	16
2020 Q3	$2.18M	Sell	24,878 -3,640	-13%	-$307K	1.39%	16
2020 Q2	$2.25M	Buy	28,518 +18,614	+188%	+$1.35M	1.57%	17
2020 Q1	$614K	Sell	9,904 -386	-4%	-$28.1K	0.48%	58
2019 Q4	$785K	Buy	+10,290	New	+$754K	0.47%	61
2019 Q3	–	Sell	-6,112	Closed	-$436K	–	411
2019 Q2	$436K	Buy	+6,112	New	+$425K	0.29%	102
2018 Q4	–	Sell	-9,300	Closed	-$630K	–	426
2018 Q3	$630K	Buy	+9,300	New	+$618K	0.44%	68

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

Global Trust Asset Management's IWP Position: Q2 2026 in Review

Global Trust Asset Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 364 shares worth $53.3K. The position accounts for 0.02% of the portfolio, ranked #236.

Global Trust Asset Management first reported a position in IWP in Q3 2018 and has held it in 29 quarters since. The position peaked at $2.65M in Q4 2020. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Global Trust Asset Management held 364 shares of iShares Russell Mid-Cap Growth ETF worth $53.3K as of Q2 2026.
Global Trust Asset Management 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 Global Trust Asset Management's portfolio in Q2 2026, its #236 holding.
Global Trust Asset Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2018 and has held it in 29 quarters since.
Global Trust Asset Management's iShares Russell Mid-Cap Growth ETF position peaked at $2.65M in Q4 2020.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Global Trust Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.