HMS Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

HMS Capital Management’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	$2.79M	Buy	19,030 +182	+1%	+$25.1K	1.04%	23
2026 Q1	$2.41M	Sell	18,848 -13,817	-42%	-$1.87M	0.93%	22
2025 Q4	$4.47M	Buy	32,665 +637	+2%	+$89K	1.85%	12
2025 Q3	$4.56M	Buy	32,028 +271	+0.9%	+$38.3K	1.92%	11
2025 Q2	$4.4M	Sell	31,757 -10,703	-25%	-$1.35M	1.98%	11
2025 Q1	$4.51M	Buy	42,460 +22,610	+114%	+$2.91M	2.5%	8
2024 Q4	$2.52M	Buy	19,850 +1,502	+8%	+$191K	1.22%	23
2024 Q3	$2.15M	Buy	18,348 +294	+2%	+$32.9K	1.05%	27
2024 Q2	$1.99M	Sell	18,054 -2	-0%	-$220	1.04%	26
2024 Q1	$2.06M	Buy	+18,056	New	+$1.95M	1.14%	22
2022 Q4	–	Sell	-3,377	Closed	-$265K	–	108
2022 Q3	$265K	Sell	3,377 -6,512	-66%	-$560K	0.16%	102
2022 Q2	$783K	Sell	9,889 -11,432	-54%	-$996K	0.39%	51
2022 Q1	$2.14M	Sell	21,321 -11,559	-35%	-$1.15M	0.9%	23
2021 Q4	$3.79M	Buy	32,880 +1,317	+4%	+$154K	1.65%	14
2021 Q3	$3.54M	Sell	31,563 -10,423	-25%	-$1.2M	1.66%	13
2021 Q2	$4.75M	Sell	41,986 -4,550	-10%	-$486K	2.14%	7
2021 Q1	$4.75M	Sell	46,536 -9,965	-18%	-$1.04M	2.01%	9
2020 Q4	$5.8M	Buy	56,501 +7,653	+16%	+$728K	2.64%	5
2020 Q3	$4.22M	Sell	48,848 -94	-0.2%	-$7.93K	1.64%	7
2020 Q2	$3.87M	Buy	48,942 +15,324	+46%	+$1.11M	1.7%	10
2020 Q1	$2.04M	Sell	33,618 -7,370	-18%	-$537K	1.99%	10
2019 Q4	$3.13M	Sell	40,988 -1,170	-3%	-$85.8K	1.32%	10
2019 Q3	$2.98M	Sell	42,158 -1,442	-3%	-$104K	1.11%	12
2019 Q2	$3.11M	Buy	43,600 +6,344	+17%	+$441K	1.34%	9
2019 Q1	$2.53M	Buy	37,256 +1,794	+5%	+$115K	1.08%	17
2018 Q4	$2.02M	Buy	35,462 +21,620	+156%	+$1.32M	1.02%	28
2018 Q3	$938K	Buy	13,842 +660	+5%	+$43.9K	0.47%	67
2018 Q2	$835K	Buy	13,182 +50	+0.4%	+$3.15K	0.47%	63
2018 Q1	$807K	Buy	13,132 +3,888	+42%	+$243K	0.54%	61
2017 Q4	$558K	Buy	9,244 +868	+10%	+$51K	0.42%	84
2017 Q3	$474K	Buy	8,376 +10	+0.1%	+$549	0.4%	90
2017 Q2	$452K	Buy	8,366 +50	+0.6%	+$2.66K	0.4%	92
2017 Q1	$441K	Sell	8,316 -916	-10%	-$46.8K	0.4%	87
2016 Q4	$450K	Sell	9,232 -3,866	-30%	-$186K	0.47%	85
2016 Q3	$626K	Buy	+13,098	New	+$635K	0.62%	68

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

HMS Capital Management's IWP Position: Q2 2026 in Review

HMS Capital Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.97% in Q2 2026, buying an estimated $25.1K and bringing the position to 19,030 shares worth $2.79M. The position accounts for 1.04% of the portfolio, ranked #23.

HMS Capital Management first reported a position in IWP in Q3 2016 and has held it in 35 quarters since. The position peaked at $5.8M in Q4 2020. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

HMS Capital Management held 19,030 shares of iShares Russell Mid-Cap Growth ETF worth $2.79M as of Q2 2026.
HMS Capital Management bought 182 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $25.1K.
iShares Russell Mid-Cap Growth ETF made up 1.04% of HMS Capital Management's portfolio in Q2 2026, its #23 holding.
HMS Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2016 and has held it in 35 quarters since.
HMS Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $5.8M in Q4 2020.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on HMS Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.