Integrated Investment Consultants’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $22.5M | Sell |
175,231
-5,468
| -3% | -$740K | 4.76% | 3 |
|
|
2025
Q4 | $24.7M | Sell |
180,699
-151,029
| -46% | -$21.1M | 4.85% | 2 |
|
|
2025
Q3 | $47.2M | Sell |
331,728
-2,275
| -0.7% | -$321K | 8.01% | 2 |
|
|
2025
Q2 | $46.3M | Sell |
334,003
-58,626
| -15% | -$7.42M | 9.1% | 2 |
|
|
2025
Q1 | $40.3M | Buy |
392,629
+56,987
| +17% | +$7.33M | 8.02% | 2 |
|
|
2024
Q4 | $42.5M | Sell |
335,642
-26,627
| -7% | -$3.38M | 8.77% | 2 |
|
|
2024
Q3 | $42.5M | Buy |
362,269
+185,012
| +104% | +$20.7M | 9.25% | 2 |
|
|
2024
Q2 | $20.2M | Hold |
177,257
| – | – | 5.57% | 2 |
|
|
2024
Q1 | $20.2M | Sell |
177,257
-3,781
| -2% | -$409K | 5.57% | 2 |
|
|
2023
Q4 | $18.9M | Buy |
181,038
+2,077
| +1% | +$197K | 5.98% | 2 |
|
|
2023
Q3 | $16.3M | Buy |
178,961
+342
| +0.2% | +$32.7K | 5.94% | 3 |
|
|
2023
Q2 | $17.3M | Sell |
178,619
-48,552
| -21% | -$4.42M | 5.47% | 3 |
|
|
2023
Q1 | $20.7M | Sell |
227,171
-3,276
| -1% | -$292K | 6.5% | 1 |
|
|
2022
Q4 | $19.3M | Sell |
230,447
-57
| -0% | -$4.8K | 6.5% | 1 |
|
|
2022
Q3 | $18.1M | Sell |
230,504
-7,099
| -3% | -$611K | 7.18% | 2 |
|
|
2022
Q2 | $18.8M | Sell |
237,603
-2,507
| -1% | -$218K | 6.81% | 2 |
|
|
2022
Q1 | $23.9M | Sell |
240,110
-24,198
| -9% | -$2.41M | 6.5% | 2 |
|
|
2021
Q4 | $30.2M | Buy |
264,308
+49,440
| +23% | +$5.76M | 8.06% | 2 |
|
|
2021
Q3 | $23.9M | Buy |
214,868
+6,600
| +3% | +$759K | 7% | 2 |
|
|
2021
Q2 | $23.5M | Buy |
208,268
+18,600
| +10% | +$1.99M | 6.86% | 2 |
|
|
2021
Q1 | $19.3M | Sell |
189,668
-11,502
| -6% | -$1.2M | 6.67% | 3 |
|
|
2020
Q4 | $20.6M | Sell |
201,170
-17,154
| -8% | -$1.63M | 7.78% | 2 |
|
|
2020
Q3 | $18.9M | Sell |
218,324
-1,258
| -0.6% | -$106K | 8.83% | 2 |
|
|
2020
Q2 | $17.4M | Buy |
219,582
+344
| +0.2% | +$24.9K | 8.23% | 2 |
|
|
2020
Q1 | $13.3M | Buy |
219,238
+12,254
| +6% | +$893K | 7.88% | 3 |
|
|
2019
Q4 | $15.8M | Buy |
206,984
+7,878
| +4% | +$578K | 6.54% | 3 |
|
|
2019
Q3 | $14.1M | Sell |
199,106
-2,164
| -1% | -$156K | 7.24% | 3 |
|
|
2019
Q2 | $14.3M | Buy |
201,270
+5,480
| +3% | +$381K | 7.34% | 3 |
|
|
2019
Q1 | $13.3M | Sell |
195,790
-72,708
| -27% | -$4.67M | 7.08% | 3 |
|
|
2018
Q4 | $15.3M | Buy |
268,498
+25,374
| +10% | +$1.54M | 8.18% | 4 |
|
|
2018
Q3 | $16.5M | Sell |
243,124
-3,304
| -1% | -$220K | 8% | 4 |
|
|
2018
Q2 | $15.6M | Buy |
246,428
+4,518
| +2% | +$284K | 8.17% | 4 |
|
|
2018
Q1 | $14.9M | Buy |
+241,910
| New | +$15.1M | 5.88% | 4 |
|
|
2017
Q3 | $13.2M | Sell |
233,040
-5,102
| -2% | -$280K | 5.73% | 4 |
|
|
2017
Q2 | $12.9M | Sell |
238,142
-400
| -0.2% | -$21.3K | 5.8% | 4 |
|
|
2017
Q1 | $12.4M | Buy |
238,542
+316
| +0.1% | +$16.1K | 5.65% | 4 |
|
|
2016
Q4 | $11.6M | Buy |
238,226
+36,554
| +18% | +$1.76M | 5.55% | 4 |
|
|
2016
Q3 | $9.54M | Buy |
201,672
+16,092
| +9% | +$780K | 4.86% | 5 |
|
|
2016
Q2 | $8.68M | Buy |
185,580
+61,098
| +49% | +$2.83M | 4.92% | 4 |
|
|
2016
Q1 | $5.69M | Buy |
124,482
+46,190
| +59% | +$1.99M | 3.27% | 6 |
|
|
2015
Q4 | $3.31M | Buy |
+78,292
| New | +$3.64M | 2.6% | 9 |
|
Other funds holding IWP
FCAS
Integrated Investment Consultants's IWP Position: Q1 2026 in Review
Integrated Investment Consultants reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 3% in Q1 2026, selling an estimated $740K and leaving 175,231 shares worth $22.5M. The position accounts for 4.76% of the portfolio, ranked #3.
Integrated Investment Consultants first reported a position in IWP in Q4 2015 and has held it in 41 quarters since. The position peaked at $47.2M in Q3 2025. 1,172 funds tracked by Wall St. Rank hold IWP as of Q1 2026.
- Integrated Investment Consultants held 175,231 shares of iShares Russell Mid-Cap Growth ETF worth $22.5M as of Q1 2026.
- Integrated Investment Consultants sold 5,468 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $740K.
- iShares Russell Mid-Cap Growth ETF made up 4.76% of Integrated Investment Consultants's portfolio in Q1 2026, its #3 holding.
- Integrated Investment Consultants first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2015 and has held it in 41 quarters since.
- Integrated Investment Consultants's iShares Russell Mid-Cap Growth ETF position peaked at $47.2M in Q3 2025.
- 1,172 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.
Based on Integrated Investment Consultants's 13F filing for Q1 2026, filed 1 Jun 2026.