Greenwood Gearhart’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Greenwood Gearhart’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	7,003 +731	+12%	+$101K	0.05%	80
2026 Q1	$804K	Buy	+6,272	New	+$849K	0.04%	75
2024 Q1	–	Sell	-1,130	Closed	-$118K	–	190
2023 Q4	$118K	Buy	+1,130	New	+$107K	0.01%	124
2021 Q2	–	Sell	-2,398	Closed	-$245K	–	89
2021 Q1	$245K	Sell	2,398 -512	-18%	-$53.5K	0.04%	77
2020 Q4	$299K	Buy	+2,910	New	+$277K	0.06%	70

Other funds holding IWP

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

ZBNA

Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

Greenwood Gearhart's IWP Position: Q2 2026 in Review

Greenwood Gearhart increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 12% in Q2 2026, buying an estimated $101K and bringing the position to 7,003 shares worth $1.03M. The position accounts for 0.05% of the portfolio, ranked #80.

Greenwood Gearhart first reported a position in IWP in Q4 2020 and has held it in 5 quarters since. 591 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Greenwood Gearhart held 7,003 shares of iShares Russell Mid-Cap Growth ETF worth $1.03M as of Q2 2026.
Greenwood Gearhart bought 731 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $101K.
iShares Russell Mid-Cap Growth ETF made up 0.05% of Greenwood Gearhart's portfolio in Q2 2026, its #80 holding.
Greenwood Gearhart first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 5 quarters since.
591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Greenwood Gearhart's 13F filing for Q2 2026, filed 24 Jul 2026.