Meitav Investment House’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Meitav Investment House’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	$419K	Buy	+2,860	New	+$394K	﹤0.01%	275
2024 Q1	–	Sell	-2,986	Closed	-$312K	–	291
2023 Q4	$312K	Hold	2,986	–	–	﹤0.01%	289
2023 Q3	$273K	Sell	2,986 -976	-25%	-$93.3K	﹤0.01%	297
2023 Q2	$383K	Buy	3,962 +93	+2%	+$8.47K	0.01%	296
2023 Q1	$349K	Buy	3,869 +79	+2%	+$7.05K	0.01%	307
2022 Q4	$317K	Sell	3,790 -58	-2%	-$4.88K	0.01%	321
2022 Q3	$303K	Sell	3,848 -300	-7%	-$25.8K	0.01%	320
2022 Q2	$328K	Sell	4,148 -120	-3%	-$10.4K	0.01%	298
2022 Q1	$428K	Sell	4,268 -216	-5%	-$21.5K	0.01%	319
2021 Q4	$516K	Sell	4,484 -140	-3%	-$16.3K	0.01%	306
2021 Q3	$517K	Hold	4,624	–	–	0.01%	312
2021 Q2	$523K	Hold	4,624	–	–	0.01%	309
2021 Q1	$471K	Buy	+4,624	New	+$483K	0.01%	275

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 22.9% 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

Meitav Investment House's IWP Position: Q2 2026 in Review

Meitav Investment House opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 2,860 shares worth $419K. The stake represents ﹤0.01% of the portfolio and ranks #275 among its holdings. This is a return to the name: Meitav Investment House previously reported a position in IWP as recently as Q4 2023.

Meitav Investment House first reported a position in IWP in Q1 2021 and has held it in 13 quarters since. The position peaked at $523K in Q2 2021. 1,222 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Meitav Investment House held 2,860 shares of iShares Russell Mid-Cap Growth ETF worth $419K as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new Meitav Investment House position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Meitav Investment House's portfolio in Q2 2026, its #275 holding.
Meitav Investment House first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2021 and has held it in 13 quarters since.
Meitav Investment House's iShares Russell Mid-Cap Growth ETF position peaked at $523K in Q2 2021.
1,222 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Meitav Investment House's 13F filing for Q2 2026, filed 20 Jul 2026.