Matrix Private Capital Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Matrix Private Capital Group’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	$249K	Hold	1,704	–	–	0.11%	81
2026 Q1	$218K	Hold	1,704	–	–	0.11%	85
2025 Q4	$233K	Hold	1,704	–	–	0.12%	85
2025 Q3	$243K	Hold	1,704	–	–	0.13%	81
2025 Q2	$236K	Buy	1,704 +804	+89%	+$102K	0.14%	84
2025 Q1	$106K	Hold	900	–	–	0.06%	108
2024 Q4	$114K	Sell	900 -90	-9%	-$11.4K	0.07%	118
2024 Q3	$116K	Buy	990 +90	+10%	+$10.1K	0.07%	119
2024 Q2	$99.3K	Hold	900	–	–	0.06%	120
2024 Q1	$103K	Hold	900	–	–	0.07%	115
2023 Q4	$94K	Hold	900	–	–	0.07%	111
2023 Q3	$82.4K	Hold	900	–	–	0.06%	126
2023 Q2	$87K	Hold	900	–	–	0.06%	128
2023 Q1	$81.9K	Hold	900	–	–	0.06%	145
2022 Q4	$75.2K	Hold	900	–	–	0.05%	153
2022 Q3	$71K	Sell	900 -28	-3%	-$2.41K	0.05%	155
2022 Q2	$74K	Hold	928	–	–	0.04%	194
2022 Q1	$93K	Hold	928	–	–	0.05%	202
2021 Q4	$107K	Hold	928	–	–	0.05%	207
2021 Q3	$104K	Hold	928	–	–	0.05%	192
2021 Q2	$105K	Hold	928	–	–	0.06%	193
2021 Q1	$95K	Hold	928	–	–	0.06%	194
2020 Q4	$95K	Hold	928	–	–	0.07%	181
2020 Q3	$80K	Hold	928	–	–	0.08%	136
2020 Q2	$73K	Hold	928	–	–	0.08%	134
2020 Q1	$56K	Hold	928	–	–	0.08%	120
2019 Q4	$71K	Buy	+928	New	+$68K	0.07%	160

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

Matrix Private Capital Group's IWP Position: Q2 2026 in Review

Matrix Private Capital Group held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 1,704 shares worth $249K. The position accounts for 0.11% of the portfolio, ranked #81.

Matrix Private Capital Group first reported a position in IWP in Q4 2019 and has held it in 27 quarters since. 1,217 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Matrix Private Capital Group held 1,704 shares of iShares Russell Mid-Cap Growth ETF worth $249K as of Q2 2026.
Matrix Private Capital Group left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.11% of Matrix Private Capital Group's portfolio in Q2 2026, its #81 holding.
Matrix Private Capital Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
1,217 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Matrix Private Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.