GIM
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Goelzer Investment Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Goelzer Investment 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 		$408K Hold
2,790
– – 0.02% 249
2026
Q1 		$357K Buy
2,790
+773
+38% +$105K 0.02% 247
2025
Q4 		$276K Hold
2,017
– – 0.01% 254
2025
Q3 		$287K Hold
2,017
– – 0.02% 227
2025
Q2 		$280K Hold
2,017
– – 0.02% 228
2025
Q1 		$237K Sell
2,017
-260
-11% -$33.4K 0.01% 230
2024
Q4 		$289K Hold
2,277
– – 0.02% 215
2024
Q3 		$267K Hold
2,277
– – 0.01% 215
2024
Q2 		$251K Hold
2,277
– – 0.01% 221
2024
Q1 		$260K Sell
2,277
-17
-0.7% -$1.84K 0.01% 227
2023
Q4 		$240K Hold
2,294
– – 0.02% 223
2023
Q3 		$210K Hold
2,294
– – 0.01% 216
2023
Q2 		$222K Hold
2,294
– – 0.02% 215
2023
Q1 		$209K Buy
+2,294
New +$205K 0.02% 221
2022
Q2 		– Sell
-2,025
Closed -$204K – 227
2022
Q1 		$204K Sell
2,025
-20
-1% -$1.99K 0.02% 213
2021
Q4 		$236K Sell
2,045
-77
-4% -$8.98K 0.02% 214
2021
Q3 		$238K Sell
2,122
-227
-10% -$26.1K 0.02% 208
2021
Q2 		$266K Hold
2,349
– – 0.02% 203
2021
Q1 		$240K Sell
2,349
-65
-3% -$6.8K 0.02% 194
2020
Q4 		$248K Sell
2,414
-648
-21% -$61.7K 0.02% 191
2020
Q3 		$265K Hold
3,062
– – 0.02% 228
2020
Q2 		$242K Sell
3,062
-712
-19% -$51.6K 0.02% 223
2020
Q1 		$229K Sell
3,774
-640
-14% -$46.6K 0.03% 226
2019
Q4 		$337K Buy
4,414
+258
+6% +$18.9K 0.03% 218
2019
Q3 		$294K Sell
4,156
-70
-2% -$5.03K 0.03% 221
2019
Q2 		$301K Hold
4,226
– – 0.03% 224
2019
Q1 		$287K Hold
4,226
– – 0.03% 238
2018
Q4 		$240K Buy
4,226
+42
+1% +$2.56K 0.03% 191
2018
Q3 		$284K Sell
4,184
-62
-1% -$4.12K 0.03% 188
2018
Q2 		$269K Sell
4,246
-62
-1% -$3.9K 0.03% 190
2018
Q1 		$265K Buy
4,308
+160
+4% +$9.99K 0.03% 190
2017
Q4 		$250K Sell
4,148
-110
-3% -$6.47K 0.03% 196
2017
Q3 		$241K Sell
4,258
-994
-19% -$54.5K 0.03% 191
2017
Q2 		$284K Buy
5,252
+474
+10% +$25.2K 0.03% 178
2017
Q1 		$248K Sell
4,778
-348
-7% -$17.8K 0.03% 181
2016
Q4 		$250K Sell
5,126
-1,020
-17% -$49.2K 0.03% 187
2016
Q3 		$299K Sell
6,146
-666
-10% -$32.3K 0.04% 181
2016
Q2 		$319K Sell
6,812
-600
-8% -$27.8K 0.04% 178
2016
Q1 		$342K Buy
7,412
+176
+2% +$7.6K 0.05% 175
2015
Q4 		$333K Hold
7,236
– – 0.05% 176
2015
Q3 		$321K Hold
7,236
– – 0.05% 175
2015
Q2 		$350K Buy
7,236
+428
+6% +$21.1K 0.05% 173
2015
Q1 		$333K Hold
6,808
– – 0.05% 172
2014
Q4 		$317K Sell
6,808
-320
-4% -$14.5K 0.05% 177
2014
Q3 		$315K Hold
7,128
– – 0.05% 173
2014
Q2 		$319K Buy
7,128
+250
+4% +$10.7K 0.05% 169
2014
Q1 		$295K Sell
6,878
-858
-11% -$36.5K 0.05% 171
2013
Q4 		$326K Sell
7,736
-540
-7% -$21.8K 0.06% 170
2013
Q3 		$324K Sell
8,276
-8,276
-50% -$316K 0.07% 161
2013
Q2 		$594K Buy
+16,552
New +$592K 0.06% 161

Other funds holding IWP

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Goelzer Investment Management's IWP Position: Q2 2026 in Review

Goelzer Investment Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 2,790 shares worth $408K. The position accounts for 0.02% of the portfolio, ranked #249.

Goelzer Investment Management first reported a position in IWP in Q2 2013 and has held it in 50 quarters since. The position peaked at $594K in Q2 2013. 412 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Goelzer Investment Management held 2,790 shares of iShares Russell Mid-Cap Growth ETF worth $408K as of Q2 2026.
  • Goelzer Investment 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 Goelzer Investment Management's portfolio in Q2 2026, its #249 holding.
  • Goelzer Investment Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 50 quarters since.
  • Goelzer Investment Management's iShares Russell Mid-Cap Growth ETF position peaked at $594K in Q2 2013.
  • 412 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.