Mechanics Financial Corp’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Mechanics Financial Corp’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	$57.1K	Sell	390 -66	-14%	-$9.1K	0.02%	163
2026 Q1	$58.4K	Hold	456	–	–	0.02%	164
2025 Q4	$62.4K	Hold	456	–	–	0.02%	166
2025 Q3	$64.9K	Hold	456	–	–	0.02%	161
2025 Q2	$63.2K	Hold	456	–	–	0.03%	161
2025 Q1	$53.6K	Hold	456	–	–	0.02%	174
2024 Q4	$57.8K	Hold	456	–	–	0.03%	163
2024 Q3	$53.5K	Hold	456	–	–	0.02%	161
2024 Q2	$50.3K	Hold	456	–	–	0.03%	162
2024 Q1	$52K	Hold	456	–	–	0.03%	156
2023 Q4	$47.6K	Hold	456	–	–	0.03%	150
2023 Q3	$41.7K	Hold	456	–	–	0.02%	149
2023 Q2	$44.1K	Hold	456	–	–	0.02%	152
2023 Q1	$41.5K	Hold	456	–	–	0.02%	152
2022 Q4	$38K	Sell	456 -64	-12%	-$5.39K	0.02%	154
2022 Q3	$41K	Hold	520	–	–	0.03%	153
2022 Q2	$41K	Hold	520	–	–	0.02%	152
2022 Q1	$52K	Hold	520	–	–	0.03%	151
2021 Q4	$60K	Buy	+520	New	+$60.6K	0.03%	148

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

Mechanics Financial Corp's IWP Position: Q2 2026 in Review

Mechanics Financial Corp reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 14% in Q2 2026, selling an estimated $9.1K and leaving 390 shares worth $57.1K. The position accounts for 0.02% of the portfolio, ranked #163.

Mechanics Financial Corp first reported a position in IWP in Q4 2021 and has held it in 19 quarters since. The position peaked at $64.9K in Q3 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Mechanics Financial Corp held 390 shares of iShares Russell Mid-Cap Growth ETF worth $57.1K as of Q2 2026.
Mechanics Financial Corp sold 66 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $9.1K.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Mechanics Financial Corp's portfolio in Q2 2026, its #163 holding.
Mechanics Financial Corp first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
Mechanics Financial Corp's iShares Russell Mid-Cap Growth ETF position peaked at $64.9K in Q3 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Mechanics Financial Corp's 13F filing for Q2 2026, filed 5 Aug 2026.