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

Manchester 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	$628K	Sell	4,288 -728	-15%	-$100K	0.08%	148
2026 Q1	$643K	Hold	5,016	–	–	0.09%	137
2025 Q4	$687K	Sell	5,016 -677	-12%	-$94.6K	0.09%	133
2025 Q3	$811K	Hold	5,693	–	–	0.11%	125
2025 Q2	$790K	Hold	5,693	–	–	0.1%	146
2025 Q1	$669K	Hold	5,693	–	–	0.08%	164
2024 Q4	$722K	Hold	5,693	–	–	0.08%	150
2024 Q3	$668K	Hold	5,693	–	–	0.08%	163
2024 Q2	$628K	Buy	5,693 +679	+14%	+$74.6K	0.08%	159
2024 Q1	$572K	Hold	5,014	–	–	0.07%	173
2023 Q4	$524K	Hold	5,014	–	–	0.07%	173
2023 Q3	$458K	Hold	5,014	–	–	0.07%	168
2023 Q2	$485K	Hold	5,014	–	–	0.06%	173
2023 Q1	$457K	Hold	5,014	–	–	0.06%	193
2022 Q4	$419K	Hold	5,014	–	–	0.06%	172
2022 Q3	$393K	Hold	5,014	–	–	0.07%	147
2022 Q2	$397K	Hold	5,014	–	–	0.07%	152
2022 Q1	$504K	Hold	5,014	–	–	0.07%	160
2021 Q4	$578K	Hold	5,014	–	–	0.08%	149
2021 Q3	$562K	Hold	5,014	–	–	0.08%	154
2021 Q2	$568K	Hold	5,014	–	–	0.08%	153
2021 Q1	$512K	Hold	5,014	–	–	0.08%	160
2020 Q4	$515K	Hold	5,014	–	–	0.08%	151
2020 Q3	$433K	Hold	5,014	–	–	0.07%	154
2020 Q2	$396K	Hold	5,014	–	–	0.05%	165
2020 Q1	$305K	Sell	5,014 -1,720	-26%	-$125K	0.05%	180
2019 Q4	$514K	Hold	6,734	–	–	0.06%	164
2019 Q3	$476K	Hold	6,734	–	–	0.06%	159
2019 Q2	$480K	Hold	6,734	–	–	0.06%	155
2019 Q1	$457K	Hold	6,734	–	–	0.06%	153
2018 Q4	$427K	Hold	6,734	–	–	0.07%	150
2018 Q3	$456K	Hold	6,734	–	–	0.07%	149
2018 Q2	$427K	Hold	6,734	–	–	0.06%	152
2018 Q1	$414K	Hold	6,734	–	–	0.07%	146
2017 Q4	$406K	Sell	6,734 -36	-0.5%	-$2.12K	0.06%	143
2017 Q3	$383K	Hold	6,770	–	–	0.06%	130
2017 Q2	$366K	Hold	6,770	–	–	0.06%	135
2017 Q1	$351K	Hold	6,770	–	–	0.06%	141
2016 Q4	$330K	Sell	6,770 -119,572	-95%	-$5.76M	0.05%	142
2016 Q3	$6.15M	Hold	126,342	–	–	0.93%	11
2016 Q2	$5.91M	Hold	126,342	–	–	0.84%	11
2016 Q1	$5.82M	Buy	126,342 +12,668	+11%	+$547K	0.81%	13
2015 Q4	$5.22M	Buy	113,674 +108,424	+2,065%	+$5.04M	0.74%	16
2015 Q3	$233K	Sell	5,250 -650	-11%	-$30.8K	0.04%	178
2015 Q2	$286K	Hold	5,900	–	–	0.05%	170
2015 Q1	$288K	Sell	5,900 -382	-6%	-$18.2K	0.05%	165
2014 Q4	$293K	Buy	6,282 +1,032	+20%	+$46.7K	0.04%	270
2014 Q3	$232K	Hold	5,250	–	–	0.03%	314
2014 Q2	$235K	Hold	5,250	–	–	0.03%	327
2014 Q1	$225K	Hold	5,250	–	–	0.04%	311
2013 Q4	$221K	Buy	5,250 +4,680	+821%	+$189K	0.03%	310
2013 Q3	$22K	Hold	570	–	–	﹤0.01%	732
2013 Q2	$20K	Buy	+570	New	+$20.4K	﹤0.01%	744

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

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

Manchester Capital Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 15% in Q2 2026, selling an estimated $100K and leaving 4,288 shares worth $628K. The position accounts for 0.08% of the portfolio, ranked #148.

Manchester Capital Management first reported a position in IWP in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.15M in Q3 2016. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Manchester Capital Management held 4,288 shares of iShares Russell Mid-Cap Growth ETF worth $628K as of Q2 2026.
Manchester Capital Management sold 728 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $100K.
iShares Russell Mid-Cap Growth ETF made up 0.08% of Manchester Capital Management's portfolio in Q2 2026, its #148 holding.
Manchester Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 53 quarters since.
Manchester Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $6.15M in Q3 2016.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Manchester Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.