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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return