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Independence Bank of Kentucky’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Independence Bank of Kentucky’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 		$367K Sell
2,509
-88
-3% -$12.1K 0.04% 239
2026
Q1 		$333K Buy
2,597
+153
+6% +$20.7K 0.04% 237
2025
Q4 		$335K Sell
2,444
-28
-1% -$3.91K 0.04% 240
2025
Q3 		$352K Buy
2,472
+104
+4% +$14.7K 0.05% 240
2025
Q2 		$328K Hold
2,368
– – 0.05% 237
2025
Q1 		$278K Hold
2,368
– – 0.04% 247
2024
Q4 		$300K Hold
2,368
– – 0.05% 245
2024
Q3 		$278K Buy
2,368
+525
+28% +$58.7K 0.06% 229
2024
Q2 		$203K Sell
1,843
-58
-3% -$6.37K 0.05% 225
2024
Q1 		$217K Buy
1,901
+745
+64% +$80.6K 0.07% 212
2023
Q4 		$121K Hold
1,156
– – 0.04% 246
2023
Q3 		$106K Hold
1,156
– – 0.04% 229
2023
Q2 		$112K Sell
1,156
-70
-6% -$6.38K 0.05% 223
2023
Q1 		$112K Hold
1,226
– – 0.05% 208
2022
Q4 		$102K Sell
1,226
-356
-23% -$30K 0.05% 216
2022
Q3 		$124K Sell
1,582
-200
-11% -$17.2K 0.06% 181
2022
Q2 		$141K Sell
1,782
-110
-6% -$9.58K 0.06% 177
2022
Q1 		$190K Sell
1,892
-256
-12% -$25.5K 0.08% 166
2021
Q4 		$247K Sell
2,148
-112
-5% -$13.1K 0.1% 144
2021
Q3 		$253K Hold
2,260
– – 0.11% 139
2021
Q2 		$256K Hold
2,260
– – 0.11% 136
2021
Q1 		$231K Buy
2,260
+450
+25% +$47.1K 0.11% 141
2020
Q4 		$186K Buy
1,810
+158
+10% +$15K 0.1% 144
2020
Q3 		$143K Buy
+1,652
New +$139K 0.08% 144

Other funds holding IWP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
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
ZBNA
Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return
Truist Financial
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Independence Bank of Kentucky's IWP Position: Q2 2026 in Review

Independence Bank of Kentucky reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 3.4% in Q2 2026, selling an estimated $12.1K and leaving 2,509 shares worth $367K. The position accounts for 0.04% of the portfolio, ranked #239.

Independence Bank of Kentucky first reported a position in IWP in Q3 2020 and has held it in 24 quarters since. 678 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Independence Bank of Kentucky held 2,509 shares of iShares Russell Mid-Cap Growth ETF worth $367K as of Q2 2026.
  • Independence Bank of Kentucky sold 88 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $12.1K.
  • iShares Russell Mid-Cap Growth ETF made up 0.04% of Independence Bank of Kentucky's portfolio in Q2 2026, its #239 holding.
  • Independence Bank of Kentucky first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • 678 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.