Greenleaf Trust’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Greenleaf Trust’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	$1.03M	Buy	7,048 +1,196	+20%	+$165K	0.01%	348
2026 Q1	$750K	Sell	5,852 -24	-0.4%	-$3.25K	0.01%	401
2025 Q4	$805K	Hold	5,876	–	–	0.01%	381
2025 Q3	$837K	Sell	5,876 -3	-0.1%	-$424	0.01%	375
2025 Q2	$815K	Hold	5,879	–	–	0.01%	372
2025 Q1	$691K	Hold	5,879	–	–	0.01%	415
2024 Q4	$745K	Sell	5,879 -1,450	-20%	-$184K	0.01%	409
2024 Q3	$860K	Hold	7,329	–	–	0.01%	372
2024 Q2	$809K	Hold	7,329	–	–	0.01%	353
2024 Q1	$837K	Sell	7,329 -32	-0.4%	-$3.46K	0.01%	337
2023 Q4	$769K	Sell	7,361 -53	-0.7%	-$5.02K	0.01%	340
2023 Q3	$677K	Sell	7,414 -100	-1%	-$9.56K	0.01%	355
2023 Q2	$726K	Sell	7,514 -1,860	-20%	-$170K	0.01%	354
2023 Q1	$854K	Sell	9,374 -33	-0.4%	-$2.94K	0.01%	313
2022 Q4	$786K	Hold	9,407	–	–	0.01%	324
2022 Q3	$738K	Buy	9,407 +171	+2%	+$14.7K	0.01%	293
2022 Q2	$732K	Sell	9,236 -75	-0.8%	-$6.53K	0.01%	291
2022 Q1	$936K	Sell	9,311 -259	-3%	-$25.8K	0.01%	262
2021 Q4	$1.1M	Buy	9,570 +500	+6%	+$58.3K	0.01%	227
2021 Q3	$1.02M	Buy	9,070 +114	+1%	+$13.1K	0.01%	228
2021 Q2	$1.01M	Hold	8,956	–	–	0.01%	225
2021 Q1	$914K	Sell	8,956 -2,400	-21%	-$251K	0.01%	228
2020 Q4	$1.17M	Sell	11,356 -1,200	-10%	-$114K	0.02%	163
2020 Q3	$1.08M	Buy	12,556 +4,164	+50%	+$351K	0.02%	152
2020 Q2	$663K	Hold	8,392	–	–	0.01%	223
2020 Q1	$510K	Hold	8,392	–	–	0.01%	232
2019 Q4	$640K	Hold	8,392	–	–	0.01%	240
2019 Q3	$593K	Buy	8,392 +3,892	+86%	+$280K	0.01%	247
2019 Q2	$321K	Hold	4,500	–	–	0.01%	386
2019 Q1	$305K	Buy	+4,500	New	+$289K	0.01%	376

Other funds holding IWP

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

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

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

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Greenleaf Trust's IWP Position: Q2 2026 in Review

Greenleaf Trust increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 20% in Q2 2026, buying an estimated $165K and bringing the position to 7,048 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #348.

Greenleaf Trust first reported a position in IWP in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.17M in Q4 2020. 294 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Greenleaf Trust held 7,048 shares of iShares Russell Mid-Cap Growth ETF worth $1.03M as of Q2 2026.
Greenleaf Trust bought 1,196 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $165K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Greenleaf Trust's portfolio in Q2 2026, its #348 holding.
Greenleaf Trust first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2019 and has held it in 30 quarters since.
Greenleaf Trust's iShares Russell Mid-Cap Growth ETF position peaked at $1.17M in Q4 2020.
294 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.