Kanawha Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Kanawha Capital 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	$2.27M	Sell	15,474 -250	-2%	-$34.5K	0.15%	95
2026 Q1	$2.01M	Sell	15,724 -100	-0.6%	-$13.5K	0.14%	93
2025 Q4	$2.17M	Hold	15,824	–	–	0.15%	93
2025 Q3	$2.25M	Hold	15,824	–	–	0.16%	87
2025 Q2	$2.19M	Hold	15,824	–	–	0.16%	87
2025 Q1	$1.86M	Hold	15,824	–	–	0.14%	96
2024 Q4	$2.01M	Sell	15,824 -150	-0.9%	-$19.1K	0.16%	89
2024 Q3	$1.87M	Hold	15,974	–	–	0.14%	102
2024 Q2	$1.76M	Buy	15,974 +7,162	+81%	+$787K	0.14%	101
2024 Q1	$1.01M	Sell	8,812 -7,162	-45%	-$775K	0.08%	122
2023 Q4	$1.67M	Hold	15,974	–	–	0.15%	89
2023 Q3	$1.46M	Hold	15,974	–	–	0.14%	94
2023 Q2	$1.54M	Hold	15,974	–	–	0.14%	95
2023 Q1	$1.45M	Sell	15,974 -50	-0.3%	-$4.46K	0.14%	94
2022 Q4	$1.34M	Buy	16,024 +7,162	+81%	+$603K	0.13%	94
2022 Q3	$695K	Buy	+8,862	New	+$763K	0.08%	118

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

Kanawha Capital Management's IWP Position: Q2 2026 in Review

Kanawha Capital Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.6% in Q2 2026, selling an estimated $34.5K and leaving 15,474 shares worth $2.27M. The position accounts for 0.15% of the portfolio, ranked #95.

Kanawha Capital Management first reported a position in IWP in Q3 2022 and has held it in 16 quarters since. 1,217 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Kanawha Capital Management held 15,474 shares of iShares Russell Mid-Cap Growth ETF worth $2.27M as of Q2 2026.
Kanawha Capital Management sold 250 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $34.5K.
iShares Russell Mid-Cap Growth ETF made up 0.15% of Kanawha Capital Management's portfolio in Q2 2026, its #95 holding.
Kanawha Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2022 and has held it in 16 quarters since.
1,217 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Kanawha Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.