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Gryphon Financial Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Gryphon Financial Partners’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 		$1.1M Buy
7,510
+1
+0% +$138 0.1% 145
2026
Q1 		$962K Buy
7,509
+677
+10% +$91.6K 0.1% 138
2025
Q4 		$936K Buy
6,832
+12
+0.2% +$1.68K 0.1% 135
2025
Q3 		$971K Sell
6,820
-321
-4% -$45.4K 0.11% 118
2025
Q2 		$990K Sell
7,141
-1,230
-15% -$156K 0.13% 104
2025
Q1 		$983K Buy
8,371
+1,593
+24% +$205K 0.14% 99
2024
Q4 		$859K Buy
6,778
+193
+3% +$24.5K 0.12% 100
2024
Q3 		$772K Sell
6,585
-1,038
-14% -$116K 0.1% 120
2024
Q2 		$841K Buy
7,623
+5,093
+201% +$560K 0.13% 101
2024
Q1 		$289K Sell
2,530
-172
-6% -$18.6K 0.05% 213
2023
Q4 		$282K Buy
2,702
+172
+7% +$16.3K 0.05% 195
2023
Q3 		$231K Hold
2,530
– – 0.05% 166
2023
Q2 		$244K Sell
2,530
-881
-26% -$80.3K 0.05% 169
2023
Q1 		$311K Buy
3,411
+881
+35% +$78.6K 0.07% 147
2022
Q4 		$212K Buy
+2,530
New +$213K 0.05% 187
2022
Q3 		– Sell
-3,138
Closed -$248K – 214
2022
Q2 		$248K Buy
3,138
+1
+0% +$87 0.06% 160
2022
Q1 		$315K Buy
+3,137
New +$312K 0.06% 152
2018
Q3 		– Sell
-836
Closed -$53K – 503
2018
Q2 		$53K Buy
836
+100
+14% +$6.29K 0.02% 220
2018
Q1 		$45K Hold
736
– – 0.02% 244
2017
Q4 		$44K Buy
+736
New +$43.3K 0.03% 270

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
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

Gryphon Financial Partners's IWP Position: Q2 2026 in Review

Gryphon Financial Partners increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.01% in Q2 2026, buying an estimated $138 and bringing the position to 7,510 shares worth $1.1M. The position accounts for 0.1% of the portfolio, ranked #145.

Gryphon Financial Partners first reported a position in IWP in Q4 2017 and has held it in 20 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Gryphon Financial Partners held 7,510 shares of iShares Russell Mid-Cap Growth ETF worth $1.1M as of Q2 2026.
  • Gryphon Financial Partners bought 1 iShares Russell Mid-Cap Growth ETF share in Q2 2026, an estimated $138.
  • iShares Russell Mid-Cap Growth ETF made up 0.1% of Gryphon Financial Partners's portfolio in Q2 2026, its #145 holding.
  • Gryphon Financial Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and has held it in 20 quarters since.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Gryphon Financial Partners's 13F filing for Q2 2026, filed 5 Aug 2026.