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International Assets Investment Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

International Assets Investment 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 		$386K Sell
2,665
-232
-8% -$32K 0.02% 588
2026
Q1 		$373K Buy
2,897
+11
+0.4% +$1.49K 0.03% 558
2025
Q4 		$395K Buy
2,886
+747
+35% +$104K 0.03% 540
2025
Q3 		$294K Hold
2,139
– – 0.02% 618
2025
Q2 		$297K Buy
2,139
+304
+17% +$38.5K 0.02% 621
2025
Q1 		$216K Sell
1,835
-2,520
-58% -$324K 0.02% 681
2024
Q4 		$555K Buy
4,355
+2,474
+132% +$315K 0.05% 374
2024
Q3 		$221K Sell
1,881
-271
-13% -$30.3K 0.02% 568
2024
Q2 		$237K Buy
2,152
+12
+0.6% +$1.32K 0.02% 630
2024
Q1 		$243K Buy
+2,140
New +$232K 0.03% 611
2022
Q1 		– Sell
-2,607
Closed -$300K – 537
2021
Q4 		$300K Buy
2,607
+283
+12% +$33K 0.05% 347
2021
Q3 		$260K Buy
2,324
+69
+3% +$7.94K 0.05% 368
2021
Q2 		$255K Sell
2,255
-3,259
-59% -$348K 0.05% 365
2021
Q1 		$565K Buy
5,514
+2,255
+69% +$236K 0.05% 311
2020
Q4 		$335K Sell
3,259
-39
-1% -$3.71K 0.06% 271
2020
Q3 		$285K Sell
3,298
-350
-10% -$29.5K 0.07% 246
2020
Q2 		$288K Sell
3,648
-590
-14% -$42.8K 0.07% 240
2020
Q1 		$258K Buy
+4,238
New +$309K 0.08% 232

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

International Assets Investment Management's IWP Position: Q2 2026 in Review

International Assets Investment Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 8% in Q2 2026, selling an estimated $32K and leaving 2,665 shares worth $386K. The position accounts for 0.02% of the portfolio, ranked #588.

International Assets Investment Management first reported a position in IWP in Q1 2020 and has held it in 18 quarters since. The position peaked at $565K in Q1 2021. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • International Assets Investment Management held 2,665 shares of iShares Russell Mid-Cap Growth ETF worth $386K as of Q2 2026.
  • International Assets Investment Management sold 232 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $32K.
  • iShares Russell Mid-Cap Growth ETF made up 0.02% of International Assets Investment Management's portfolio in Q2 2026, its #588 holding.
  • International Assets Investment Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2020 and has held it in 18 quarters since.
  • International Assets Investment Management's iShares Russell Mid-Cap Growth ETF position peaked at $565K in Q1 2021.
  • 1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.