HPC
IWP icon

HM Payson & Co’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

HM Payson & Co’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 		$3.2M Sell
21,836
-6,761
-24% -$932K 0.04% 144
2026
Q1 		$3.66M Buy
28,597
+104
+0.4% +$14.1K 0.05% 138
2025
Q4 		$3.9M Sell
28,493
-22
-0.1% -$3.08K 0.06% 130
2025
Q3 		$4.06M Sell
28,515
-261
-0.9% -$36.9K 0.06% 122
2025
Q2 		$3.99M Sell
28,776
-1,372
-5% -$174K 0.06% 114
2025
Q1 		$3.54M Sell
30,148
-743
-2% -$95.5K 0.06% 123
2024
Q4 		$3.92M Buy
30,891
+638
+2% +$81.1K 0.07% 118
2024
Q3 		$3.55M Sell
30,253
-145
-0.5% -$16.2K 0.06% 127
2024
Q2 		$3.35M Sell
30,398
-226
-0.7% -$24.8K 0.06% 128
2024
Q1 		$3.5M Sell
30,624
-8,944
-23% -$968K 0.07% 128
2023
Q4 		$4.13M Sell
39,568
-3,093
-7% -$293K 0.09% 115
2023
Q3 		$3.9M Sell
42,661
-470
-1% -$44.9K 0.09% 112
2023
Q2 		$4.17M Sell
43,131
-6,914
-14% -$630K 0.09% 107
2023
Q1 		$4.56M Sell
50,045
-240
-0.5% -$21.4K 0.11% 98
2022
Q4 		$4.2M Sell
50,285
-335
-0.7% -$28.2K 0.1% 101
2022
Q3 		$3.97M Sell
50,620
-2,721
-5% -$234K 0.11% 106
2022
Q2 		$4.23M Sell
53,341
-685
-1% -$59.7K 0.11% 106
2022
Q1 		$5.43M Sell
54,026
-1,581
-3% -$157K 0.12% 97
2021
Q4 		$6.41M Sell
55,607
-2,763
-5% -$322K 0.14% 97
2021
Q3 		$6.54M Sell
58,370
-655
-1% -$75.3K 0.16% 89
2021
Q2 		$6.68M Sell
59,025
-3,930
-6% -$420K 0.16% 91
2021
Q1 		$6.42M Sell
62,955
-1,627
-3% -$170K 0.17% 91
2020
Q4 		$6.63M Sell
64,582
-9,234
-13% -$879K 0.18% 92
2020
Q3 		$6.38M Sell
73,816
-3,044
-4% -$257K 0.2% 91
2020
Q2 		$6.08M Sell
76,860
-8,944
-10% -$649K 0.2% 86
2020
Q1 		$5.22M Sell
85,804
-47,696
-36% -$3.48M 0.2% 82
2019
Q4 		$10.2M Sell
133,500
-13,426
-9% -$984K 0.33% 68
2019
Q3 		$10.4M Sell
146,926
-2,412
-2% -$173K 0.37% 65
2019
Q2 		$10.6M Sell
149,338
-2,672
-2% -$186K 0.38% 62
2019
Q1 		$10.3M Buy
152,010
+144,150
+1,834% +$9.25M 0.39% 61
2018
Q4 		$447K Sell
7,860
-228,606
-97% -$13.9M 1.31% 30
2018
Q3 		$16M Buy
236,466
+155,700
+193% +$10.4M 0.72% 50
2018
Q2 		$5.12M Sell
80,766
-3,940
-5% -$248K 0.22% 84
2018
Q1 		$5.21M Buy
84,706
+7,016
+9% +$438K 0.21% 93
2017
Q4 		$4.69M Sell
77,690
-60,892
-44% -$3.58M 0.19% 98
2017
Q3 		$7.84M Buy
138,582
+1,560
+1% +$85.6K 0.34% 73
2017
Q2 		$7.4M Sell
137,022
-4,234
-3% -$225K 0.33% 72
2017
Q1 		$7.33M Buy
141,256
+5,820
+4% +$297K 0.33% 74
2016
Q4 		$6.59M Buy
135,436
+13,454
+11% +$648K 0.31% 77
2016
Q3 		$5.94M Buy
121,982
+5,360
+5% +$260K 0.29% 75
2016
Q2 		$5.46M Buy
116,622
+17,004
+17% +$787K 0.27% 79
2016
Q1 		$4.59M Buy
99,618
+13,312
+15% +$575K 0.24% 86
2015
Q4 		$3.97M Buy
+86,306
New +$4.01M 0.2% 101

Other funds holding IWP

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
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
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

HM Payson & Co's IWP Position: Q2 2026 in Review

HM Payson & Co reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 24% in Q2 2026, selling an estimated $932K and leaving 21,836 shares worth $3.2M. The position accounts for 0.04% of the portfolio, ranked #144.

HM Payson & Co first reported a position in IWP in Q4 2015 and has held it in 43 quarters since. The position peaked at $16M in Q3 2018. 229 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • HM Payson & Co held 21,836 shares of iShares Russell Mid-Cap Growth ETF worth $3.2M as of Q2 2026.
  • HM Payson & Co sold 6,761 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $932K.
  • iShares Russell Mid-Cap Growth ETF made up 0.04% of HM Payson & Co's portfolio in Q2 2026, its #144 holding.
  • HM Payson & Co first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2015 and has held it in 43 quarters since.
  • HM Payson & Co's iShares Russell Mid-Cap Growth ETF position peaked at $16M in Q3 2018.
  • 229 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.