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Ironwood Investment Counsel’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Ironwood Investment Counsel’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
Q1 		$330K Sell
2,575
-655
-20% -$88.6K 0.05% 208
2025
Q4 		$442K Buy
3,230
+1,218
+61% +$170K 0.06% 182
2025
Q3 		$287K Buy
2,012
+12
+0.6% +$1.7K 0.04% 219
2025
Q2 		$277K Sell
2,000
-250
-11% -$31.6K 0.04% 215
2025
Q1 		$264K Hold
2,250
– – 0.05% 209
2024
Q4 		$285K Hold
2,250
– – 0.05% 210
2024
Q3 		$264K Sell
2,250
-61
-3% -$6.82K 0.04% 221
2024
Q2 		$255K Buy
2,311
+61
+3% +$6.7K 0.05% 224
2024
Q1 		$257K Hold
2,250
– – 0.04% 227
2023
Q4 		$235K Hold
2,250
– – 0.04% 223
2023
Q3 		$357K Hold
2,250
– – 0.08% 179
2023
Q2 		$217K Hold
2,250
– – 0.05% 192
2023
Q1 		$205K Buy
+2,250
New +$201K 0.05% 202
2022
Q3 		– Sell
-1,973
Closed -$200K – 187
2022
Q2 		$200K Sell
1,973
-277
-12% -$24.1K 0.06% 185
2022
Q1 		$226K Hold
2,250
– – 0.06% 191
2021
Q4 		$259K Hold
2,250
– – 0.06% 176
2021
Q3 		$252K Hold
2,250
– – 0.06% 169
2021
Q2 		$254K Hold
2,250
– – 0.07% 172
2021
Q1 		$229K Hold
2,250
– – 0.07% 180
2020
Q4 		$230K Buy
+2,250
New +$214K 0.05% 191
2016
Q2 		– Sell
-12,060
Closed -$555K – 131
2016
Q1 		$555K Buy
+12,060
New +$521K 0.29% 78

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ironwood Investment Counsel's IWP Position: Q1 2026 in Review

Ironwood Investment Counsel reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 20% in Q1 2026, selling an estimated $88.6K and leaving 2,575 shares worth $330K. The position accounts for 0.05% of the portfolio, ranked #208.

Ironwood Investment Counsel first reported a position in IWP in Q1 2016 and has held it in 21 quarters since. The position peaked at $555K in Q1 2016. 1,175 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Ironwood Investment Counsel held 2,575 shares of iShares Russell Mid-Cap Growth ETF worth $330K as of Q1 2026.
  • Ironwood Investment Counsel sold 655 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $88.6K.
  • iShares Russell Mid-Cap Growth ETF made up 0.05% of Ironwood Investment Counsel's portfolio in Q1 2026, its #208 holding.
  • Ironwood Investment Counsel first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2016 and has held it in 21 quarters since.
  • Ironwood Investment Counsel's iShares Russell Mid-Cap Growth ETF position peaked at $555K in Q1 2016.
  • 1,175 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Ironwood Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.