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
2021 Q2	–	Sell	-900	Closed	-$92K	–	138
2021 Q1	$92K	Sell	900 -4,900	-84%	-$512K	0.04%	122
2020 Q4	$595K	Hold	5,800	–	–	0.27%	72
2020 Q3	$501K	Hold	5,800	–	–	0.19%	96
2020 Q2	$459K	Buy	+5,800	New	+$421K	0.2%	106
2020 Q1	–	Sell	-9,000	Closed	-$686K	–	118
2019 Q4	$686K	Hold	9,000	–	–	0.29%	83
2019 Q3	$636K	Hold	9,000	–	–	0.24%	106
2019 Q2	$642K	Buy	9,000 +3,000	+50%	+$209K	0.28%	90
2019 Q1	$407K	Buy	6,000 +3,200	+114%	+$205K	0.17%	131
2018 Q4	$159K	Hold	2,800	–	–	0.08%	157
2018 Q3	$190K	Hold	2,800	–	–	0.09%	175
2018 Q2	$177K	Hold	2,800	–	–	0.1%	171
2018 Q1	$172K	Buy	+2,800	New	+$175K	0.11%	149

Other funds holding IWP

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

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

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 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. 495 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.
495 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.