GLOBALT Investments’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

GLOBALT Investments’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	$6.35M	Sell	43,375 -2,900	-6%	-$400K	0.21%	62
2026 Q1	$5.93M	Sell	46,275 -333,749	-88%	-$45.2M	0.21%	60
2025 Q4	$52M	Sell	380,024 -3,946	-1%	-$551K	1.9%	14
2025 Q3	$54.7M	Sell	383,970 -8,298	-2%	-$1.17M	2%	11
2025 Q2	$54.4M	Sell	392,268 -36,250	-8%	-$4.59M	2.08%	11
2025 Q1	$50.3M	Sell	428,518 -402,265	-48%	-$51.7M	2.06%	11
2024 Q4	$105M	Sell	830,783 -47,995	-5%	-$6.1M	4.03%	6
2024 Q3	$103M	Sell	878,778 -36,788	-4%	-$4.11M	3.86%	5
2024 Q2	$101M	Buy	915,566 +9,779	+1%	+$1.07M	4.04%	5
2024 Q1	$103M	Sell	905,787 -14,937	-2%	-$1.62M	4.12%	5
2023 Q4	$96.2M	Buy	+920,724	New	+$87.3M	4%	4

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

GLOBALT Investments's IWP Position: Q2 2026 in Review

GLOBALT Investments reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 6.3% in Q2 2026, selling an estimated $400K and leaving 43,375 shares worth $6.35M. The position accounts for 0.21% of the portfolio, ranked #62.

GLOBALT Investments first reported a position in IWP in Q4 2023 and has held it in 11 quarters since. The position peaked at $105M in Q4 2024. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

GLOBALT Investments held 43,375 shares of iShares Russell Mid-Cap Growth ETF worth $6.35M as of Q2 2026.
GLOBALT Investments sold 2,900 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $400K.
iShares Russell Mid-Cap Growth ETF made up 0.21% of GLOBALT Investments's portfolio in Q2 2026, its #62 holding.
GLOBALT Investments first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
GLOBALT Investments's iShares Russell Mid-Cap Growth ETF position peaked at $105M in Q4 2024.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on GLOBALT Investments's 13F filing for Q2 2026, filed 11 Aug 2026.