Middleton & Co’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
FCAS
Middleton & Co's IWP Position: Q1 2026 in Review
Middleton & Co held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 3,819 shares worth $489K. The position accounts for 0.06% of the portfolio, ranked #112.
Middleton & Co first reported a position in IWP in Q3 2016 and has held it in 39 quarters since. The position peaked at $544K in Q3 2025. 1,175 funds tracked by Wall St. Rank hold IWP as of Q1 2026.
- Middleton & Co held 3,819 shares of iShares Russell Mid-Cap Growth ETF worth $489K as of Q1 2026.
- Middleton & Co left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
- iShares Russell Mid-Cap Growth ETF made up 0.06% of Middleton & Co's portfolio in Q1 2026, its #112 holding.
- Middleton & Co first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2016 and has held it in 39 quarters since.
- Middleton & Co's iShares Russell Mid-Cap Growth ETF position peaked at $544K in Q3 2025.
- 1,175 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.
Based on Middleton & Co's 13F filing for Q1 2026, filed 8 May 2026.