Middleton & Co’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Middleton & Co’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	$547K	Sell	3,738 -81	-2%	-$11.2K	0.06%	116
2026 Q1	$489K	Hold	3,819	–	–	0.06%	112
2025 Q4	$523K	Hold	3,819	–	–	0.06%	111
2025 Q3	$544K	Hold	3,819	–	–	0.06%	111
2025 Q2	$530K	Hold	3,819	–	–	0.06%	111
2025 Q1	$449K	Hold	3,819	–	–	0.05%	116
2024 Q4	$484K	Buy	3,819 +77	+2%	+$9.79K	0.05%	109
2024 Q3	$439K	Hold	3,742	–	–	0.05%	120
2024 Q2	$413K	Hold	3,742	–	–	0.05%	118
2024 Q1	$427K	Hold	3,742	–	–	0.05%	123
2023 Q4	$391K	Hold	3,742	–	–	0.05%	122
2023 Q3	$342K	Hold	3,742	–	–	0.05%	122
2023 Q2	$362K	Hold	3,742	–	–	0.05%	122
2023 Q1	$341K	Hold	3,742	–	–	0.05%	127
2022 Q4	$313K	Hold	3,742	–	–	0.05%	131
2022 Q3	$293K	Hold	3,742	–	–	0.04%	126
2022 Q2	$296K	Hold	3,742	–	–	0.04%	135
2022 Q1	$376K	Hold	3,742	–	–	0.04%	135
2021 Q4	$431K	Buy	3,742 +42	+1%	+$4.9K	0.04%	127
2021 Q3	$415K	Hold	3,700	–	–	0.04%	124
2021 Q2	$419K	Hold	3,700	–	–	0.05%	122
2021 Q1	$378K	Hold	3,700	–	–	0.04%	125
2020 Q4	$380K	Hold	3,700	–	–	0.04%	121
2020 Q3	$320K	Hold	3,700	–	–	0.04%	120
2020 Q2	$293K	Hold	3,700	–	–	0.04%	128
2020 Q1	$225K	Sell	3,700 -400	-10%	-$29.1K	0.04%	130
2019 Q4	$313K	Hold	4,100	–	–	0.04%	126
2019 Q3	$290K	Hold	4,100	–	–	0.04%	129
2019 Q2	$292K	Hold	4,100	–	–	0.05%	131
2019 Q1	$278K	Hold	4,100	–	–	0.04%	130
2018 Q4	$233K	Hold	4,100	–	–	0.04%	132
2018 Q3	$278K	Buy	4,100 +200	+5%	+$13.3K	0.04%	139
2018 Q2	$247K	Hold	3,900	–	–	0.04%	147
2018 Q1	$240K	Sell	3,900 -600	-13%	-$37.5K	0.04%	148
2017 Q4	$271K	Hold	4,500	–	–	0.05%	150
2017 Q3	$255K	Hold	4,500	–	–	0.05%	153
2017 Q2	$243K	Hold	4,500	–	–	0.05%	140
2017 Q1	$233K	Hold	4,500	–	–	0.05%	146
2016 Q4	$219K	Hold	4,500	–	–	0.05%	148
2016 Q3	$219K	Buy	+4,500	New	+$218K	0.05%	153

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

Middleton & Co's IWP Position: Q2 2026 in Review

Middleton & Co reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.1% in Q2 2026, selling an estimated $11.2K and leaving 3,738 shares worth $547K. The position accounts for 0.06% of the portfolio, ranked #116.

Middleton & Co first reported a position in IWP in Q3 2016 and has held it in 40 quarters since. 1,220 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Middleton & Co held 3,738 shares of iShares Russell Mid-Cap Growth ETF worth $547K as of Q2 2026.
Middleton & Co sold 81 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $11.2K.
iShares Russell Mid-Cap Growth ETF made up 0.06% of Middleton & Co's portfolio in Q2 2026, its #116 holding.
Middleton & Co first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2016 and has held it in 40 quarters since.
1,220 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Middleton & Co's 13F filing for Q2 2026, filed 10 Aug 2026.