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Mechanics Bank - Trust Department’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Mechanics Bank - Trust Department’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 		$21.3M Buy
145,534
+5,838
+4% +$805K 2.64% 6
2026
Q1 		$17.9M Buy
139,696
+163
+0.1% +$22.1K 2.48% 6
2025
Q4 		$19.1M Buy
139,533
+4,174
+3% +$583K 2.5% 6
2025
Q3 		$19.3M Buy
135,359
+13,692
+11% +$1.93M 2.71% 5
2025
Q2 		$16.9M Buy
121,667
+17,341
+17% +$2.19M 2.42% 6
2025
Q1 		$12.3M Sell
104,326
-10,169
-9% -$1.31M 1.67% 12
2024
Q4 		$14.5M Sell
114,495
-1,575
-1% -$200K 1.93% 10
2024
Q3 		$13.6M Buy
116,070
+4,336
+4% +$485K 1.81% 10
2024
Q2 		$12.3M Buy
111,734
+5,601
+5% +$615K 1.76% 11
2024
Q1 		$12.1M Sell
106,133
-5,649
-5% -$611K 1.78% 11
2023
Q4 		$11.7M Sell
111,782
-1,349
-1% -$128K 1.82% 11
2023
Q3 		$10.3M Buy
113,131
+10,373
+10% +$992K 1.73% 13
2023
Q2 		$9.93M Buy
102,758
+6,384
+7% +$582K 1.58% 16
2023
Q1 		$8.77M Buy
96,374
+1,092
+1% +$97.5K 1.48% 19
2022
Q4 		$7.97M Buy
95,282
+8,068
+9% +$679K 1.38% 20
2022
Q3 		$6.84M Buy
87,214
+8,815
+11% +$759K 1.29% 21
2022
Q2 		$6.21M Buy
78,399
+20,318
+35% +$1.77M 1.11% 25
2022
Q1 		$5.84M Buy
58,081
+19,552
+51% +$1.95M 0.9% 32
2021
Q4 		$4.44M Buy
38,529
+15,023
+64% +$1.75M 0.66% 43
2021
Q3 		$2.63M Buy
23,506
+2,981
+15% +$343K 0.43% 60
2021
Q2 		$2.32M Buy
20,525
+2,129
+12% +$227K 0.38% 70
2021
Q1 		$1.88M Buy
18,396
+1,272
+7% +$133K 0.32% 79
2020
Q4 		$1.76M Buy
17,124
+1,610
+10% +$153K 0.32% 78
2020
Q3 		$1.34M Buy
+15,514
New +$1.31M 0.27% 87
2019
Q4 		– Sell
-1,270
Closed -$90K – 199
2019
Q3 		$90K Buy
+1,270
New +$91.3K 0.02% 189

Other funds holding IWP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PMFA
Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Mechanics Bank - Trust Department's IWP Position: Q2 2026 in Review

Mechanics Bank - Trust Department increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 4.2% in Q2 2026, buying an estimated $805K and bringing the position to 145,534 shares worth $21.3M. The position accounts for 2.64% of the portfolio, ranked #6.

Mechanics Bank - Trust Department first reported a position in IWP in Q3 2019 and has held it in 25 quarters since. 805 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Mechanics Bank - Trust Department held 145,534 shares of iShares Russell Mid-Cap Growth ETF worth $21.3M as of Q2 2026.
  • Mechanics Bank - Trust Department bought 5,838 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $805K.
  • iShares Russell Mid-Cap Growth ETF made up 2.64% of Mechanics Bank - Trust Department's portfolio in Q2 2026, its #6 holding.
  • Mechanics Bank - Trust Department first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2019 and has held it in 25 quarters since.
  • 805 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Mechanics Bank - Trust Department's 13F filing for Q2 2026, filed 7 Jul 2026.