Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Kayne Anderson Rudnick 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 		$11.8M Sell
80,842
-158,448
-66% -$21.8M 0.04% 218
2026
Q1 		$30.6M Buy
239,290
+69,820
+41% +$9.45M 0.09% 153
2025
Q4 		$23.2M Buy
169,470
+132,152
+354% +$18.5M 0.06% 183
2025
Q3 		$5.31M Sell
37,318
-674
-2% -$95.2K 0.01% 263
2025
Q2 		$5.27M Sell
37,992
-11,990
-24% -$1.52M 0.01% 260
2025
Q1 		$5.87M Sell
49,982
-27,582
-36% -$3.55M 0.01% 261
2024
Q4 		$9.83M Buy
77,564
+42,166
+119% +$5.36M 0.02% 237
2024
Q3 		$4.15M Buy
35,398
+16,701
+89% +$1.87M 0.01% 283
2024
Q2 		$2.06M Buy
18,697
+2,279
+14% +$250K 0.01% 338
2024
Q1 		$1.87M Sell
16,418
-28,497
-63% -$3.08M ﹤0.01% 336
2023
Q4 		$4.69M Sell
44,915
-11,259
-20% -$1.07M 0.01% 296
2023
Q3 		$5.13M Buy
56,174
+35,871
+177% +$3.43M 0.01% 287
2023
Q2 		$1.96M Sell
20,303
-377
-2% -$34.4K 0.01% 336
2023
Q1 		$1.88M Sell
20,680
-178,555
-90% -$15.9M 0.01% 327
2022
Q4 		$16.7M Buy
199,235
+16,789
+9% +$1.41M 0.05% 208
2022
Q3 		$14.3M Buy
182,446
+114,868
+170% +$9.89M 0.05% 215
2022
Q2 		$5.35M Sell
67,578
-66,919
-50% -$5.83M 0.02% 276
2022
Q1 		$13.5M Sell
134,497
-88,392
-40% -$8.8M 0.04% 228
2021
Q4 		$25.7M Buy
222,889
+203,613
+1,056% +$23.7M 0.06% 184
2021
Q3 		$2.16M Buy
19,276
+710
+4% +$81.7K 0.01% 299
2021
Q2 		$2.1M Sell
18,566
-1,096
-6% -$117K 0.01% 300
2021
Q1 		$2.01M Sell
19,662
-31,552
-62% -$3.3M 0.01% 293
2020
Q4 		$5.26M Buy
51,214
+33,040
+182% +$3.14M 0.02% 250
2020
Q3 		$1.57M Buy
18,174
+1,456
+9% +$123K 0.01% 288
2020
Q2 		$1.32M Sell
16,718
-2,828
-14% -$205K 0.01% 295
2020
Q1 		$1.19M Buy
19,546
+3,112
+19% +$227K 0.01% 287
2019
Q4 		$1.25M Sell
16,434
-4,902
-23% -$359K 0.01% 296
2019
Q3 		$1.51M Buy
21,336
+6,088
+40% +$438K 0.01% 282
2019
Q2 		$1.09M Buy
15,248
+192
+1% +$13.4K 0.01% 287
2019
Q1 		$1.02M Sell
15,056
-1,704
-10% -$109K 0.01% 284
2018
Q4 		$953K Buy
16,760
+3,914
+30% +$238K 0.01% 293
2018
Q3 		$871K Sell
12,846
-296
-2% -$19.7K 0.01% 293
2018
Q2 		$833K Sell
13,142
-476
-3% -$30K 0.01% 294
2018
Q1 		$838K Sell
13,618
-3,970
-23% -$248K 0.01% 309
2017
Q4 		$1.06M Sell
17,588
-48
-0.3% -$2.82K 0.01% 291
2017
Q3 		$998K Buy
17,636
+46
+0.3% +$2.52K 0.01% 290
2017
Q2 		$951K Sell
17,590
-304
-2% -$16.2K 0.01% 294
2017
Q1 		$928K Sell
17,894
-44,920
-72% -$2.29M 0.01% 300
2016
Q4 		$3.06M Buy
62,814
+44,290
+239% +$2.13M 0.04% 218
2016
Q3 		$902K Sell
18,524
-508
-3% -$24.6K 0.01% 292
2016
Q2 		$891K Hold
19,032
– – 0.01% 288
2016
Q1 		$877K Sell
19,032
-1,078
-5% -$46.6K 0.01% 278
2015
Q4 		$924K Buy
20,110
+1,988
+11% +$92.4K 0.02% 274
2015
Q3 		$803K Buy
18,122
+2,312
+15% +$110K 0.01% 274
2015
Q2 		$766K Buy
15,810
+304
+2% +$15K 0.01% 257
2015
Q1 		$759K Sell
15,506
-98,876
-86% -$4.72M 0.01% 256
2014
Q4 		$5.33M Buy
+114,382
New +$5.17M 0.09% 165

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

Kayne Anderson Rudnick Investment Management's IWP Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 66% in Q2 2026, selling an estimated $21.8M and leaving 80,842 shares worth $11.8M. The position accounts for 0.04% of the portfolio, ranked #218.

Kayne Anderson Rudnick Investment Management first reported a position in IWP in Q4 2014 and has held it in 47 quarters since. The position peaked at $30.6M in Q1 2026. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Kayne Anderson Rudnick Investment Management held 80,842 shares of iShares Russell Mid-Cap Growth ETF worth $11.8M as of Q2 2026.
  • Kayne Anderson Rudnick Investment Management sold 158,448 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $21.8M.
  • iShares Russell Mid-Cap Growth ETF made up 0.04% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #218 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2014 and has held it in 47 quarters since.
  • Kayne Anderson Rudnick Investment Management's iShares Russell Mid-Cap Growth ETF position peaked at $30.6M in Q1 2026.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.