Hamilton Point Investment Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Hamilton Point Investment Advisors’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	$96.9K	Hold	662	–	–	0.01%	158
2026 Q1	$84.8K	Hold	662	–	–	0.01%	150
2025 Q4	$90.6K	Buy	662 +190	+40%	+$26.6K	0.01%	153
2025 Q3	$67.2K	Hold	472	–	–	0.01%	139
2025 Q2	$65.5K	Hold	472	–	–	0.01%	139
2025 Q1	$55.5K	Hold	472	–	–	0.01%	132
2024 Q4	$59.8K	Hold	472	–	–	0.01%	135
2024 Q3	$55.4K	Hold	472	–	–	0.01%	141
2024 Q2	$52.1K	Hold	472	–	–	0.01%	130
2024 Q1	$53.9K	Hold	472	–	–	0.01%	131
2023 Q4	$49.3K	Hold	472	–	–	0.01%	134
2023 Q3	$43.2K	Hold	472	–	–	0.01%	127
2023 Q2	$45.6K	Hold	472	–	–	0.01%	132
2023 Q1	$43K	Buy	+472	New	+$42.1K	0.01%	129

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Hamilton Point Investment Advisors's IWP Position: Q2 2026 in Review

Hamilton Point Investment Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 662 shares worth $96.9K. The position accounts for 0.01% of the portfolio, ranked #158.

Hamilton Point Investment Advisors first reported a position in IWP in Q1 2023 and has held it in 14 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Hamilton Point Investment Advisors held 662 shares of iShares Russell Mid-Cap Growth ETF worth $96.9K as of Q2 2026.
Hamilton Point Investment Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #158 holding.
Hamilton Point Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.