Investors Research Corp’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Investors Research Corp’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	$11.9K	Hold	81	–	–	﹤0.01%	515
2026 Q1	$10.4K	Hold	81	–	–	﹤0.01%	540
2025 Q4	$11.1K	Hold	81	–	–	﹤0.01%	613
2025 Q3	$11.5K	Sell	81 -89	-52%	-$12.6K	﹤0.01%	624
2025 Q2	$23.6K	Hold	170	–	–	﹤0.01%	559
2025 Q1	$20K	Buy	170 +72	+73%	+$9.26K	﹤0.01%	581
2024 Q4	$12.4K	Hold	98	–	–	﹤0.01%	646
2024 Q3	$11.5K	Hold	98	–	–	﹤0.01%	666
2024 Q2	$10.8K	Hold	98	–	–	﹤0.01%	701
2024 Q1	$11.2K	Hold	98	–	–	﹤0.01%	703
2023 Q4	$10.2K	Hold	98	–	–	﹤0.01%	736
2023 Q3	$8.95K	Hold	98	–	–	﹤0.01%	763
2023 Q2	$9.47K	Hold	98	–	–	﹤0.01%	764
2023 Q1	$8.92K	Hold	98	–	–	﹤0.01%	789
2022 Q4	$8.19K	Hold	98	–	–	﹤0.01%	796
2022 Q3	$8K	Hold	98	–	–	﹤0.01%	781
2022 Q2	$8K	Hold	98	–	–	﹤0.01%	782
2022 Q1	$10K	Hold	98	–	–	﹤0.01%	764
2021 Q4	$11K	Hold	98	–	–	﹤0.01%	757
2021 Q3	$11K	Hold	98	–	–	﹤0.01%	766
2021 Q2	$11K	Hold	98	–	–	﹤0.01%	762
2021 Q1	$10K	Hold	98	–	–	﹤0.01%	779
2020 Q4	$10K	Hold	98	–	–	﹤0.01%	855
2020 Q3	$8K	Hold	98	–	–	﹤0.01%	861
2020 Q2	$8K	Hold	98	–	–	﹤0.01%	846
2020 Q1	$6K	Buy	+98	New	+$7.14K	﹤0.01%	863

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Investors Research Corp's IWP Position: Q2 2026 in Review

Investors Research Corp held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 81 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Investors Research Corp first reported a position in IWP in Q1 2020 and has held it in 26 quarters since. The position peaked at $23.6K in Q2 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Investors Research Corp held 81 shares of iShares Russell Mid-Cap Growth ETF worth $11.9K as of Q2 2026.
Investors Research Corp left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Investors Research Corp's portfolio in Q2 2026, its #515 holding.
Investors Research Corp first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2020 and has held it in 26 quarters since.
Investors Research Corp's iShares Russell Mid-Cap Growth ETF position peaked at $23.6K in Q2 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.