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HUB Investment Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

HUB Investment 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 		$14.4M Sell
98,621
-18,259
-16% -$2.52M 0.26% 72
2026
Q1 		$15M Buy
116,880
+10,173
+10% +$1.38M 0.36% 55
2025
Q4 		$14.6M Sell
106,707
-3,692
-3% -$516K 0.38% 51
2025
Q3 		$15.7M Sell
110,399
-231
-0.2% -$32.6K 0.52% 38
2025
Q2 		$15.3M Buy
110,630
+9
+0% +$1.14K 0.51% 46
2025
Q1 		$13M Buy
110,621
+92
+0.1% +$11.8K 0.52% 49
2024
Q4 		$14M Sell
110,529
-10,373
-9% -$1.32M 0.59% 45
2024
Q3 		$14.2M Sell
120,902
-8,332
-6% -$932K 0.62% 46
2024
Q2 		$14.3M Buy
129,234
+13,694
+12% +$1.5M 0.54% 35
2024
Q1 		$13.2M Buy
115,540
+6,033
+6% +$653K 0.72% 37
2023
Q4 		$11.4M Buy
109,507
+300
+0.3% +$28.4K 0.78% 32
2023
Q3 		$9.98M Buy
109,207
+335
+0.3% +$32K 1.51% 13
2023
Q2 		$10.5M Sell
108,872
-549
-0.5% -$50K 1.75% 9
2023
Q1 		$9.96M Sell
109,421
-327
-0.3% -$29.2K 2.06% 8
2022
Q4 		$9.17M Buy
109,748
+8,846
+9% +$744K 2% 11
2022
Q3 		$7.91M Buy
100,902
+719
+0.7% +$61.9K 2.39% 7
2022
Q2 		$7.94M Buy
100,183
+141
+0.1% +$12.3K 2.48% 6
2022
Q1 		$10.1M Buy
100,042
+725
+0.7% +$72.2K 2.37% 9
2021
Q4 		$11.4M Buy
99,317
+82
+0.1% +$9.56K 2.66% 7
2021
Q3 		$11.1M Buy
99,235
+117
+0.1% +$13.5K 2.65% 6
2021
Q2 		$11.2M Buy
99,118
+241
+0.2% +$25.7K 3% 5
2021
Q1 		$10.1M Buy
98,877
+45,664
+86% +$4.77M 2.98% 5
2020
Q4 		$9.2M Buy
+53,213
New +$5.06M 4.19% 3

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

HUB Investment Partners's IWP Position: Q2 2026 in Review

HUB Investment Partners reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 16% in Q2 2026, selling an estimated $2.52M and leaving 98,621 shares worth $14.4M. The position accounts for 0.26% of the portfolio, ranked #72.

HUB Investment Partners first reported a position in IWP in Q4 2020 and has held it in 23 quarters since. The position peaked at $15.7M in Q3 2025. 1,212 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • HUB Investment Partners held 98,621 shares of iShares Russell Mid-Cap Growth ETF worth $14.4M as of Q2 2026.
  • HUB Investment Partners sold 18,259 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $2.52M.
  • iShares Russell Mid-Cap Growth ETF made up 0.26% of HUB Investment Partners's portfolio in Q2 2026, its #72 holding.
  • HUB Investment Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • HUB Investment Partners's iShares Russell Mid-Cap Growth ETF position peaked at $15.7M in Q3 2025.
  • 1,212 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.