Migdal Insurance & Financial Holdings’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Migdal Insurance & Financial Holdings’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	$32.8K	Hold	224	–	–	﹤0.01%	291
2026 Q1	$28.7K	Sell	224 -186	-45%	-$25.2K	﹤0.01%	316
2025 Q4	$56K	Hold	410	–	–	﹤0.01%	266
2025 Q3	$58K	Sell	410 -410	-50%	-$57.9K	﹤0.01%	263
2025 Q2	$114K	Hold	820	–	–	﹤0.01%	226
2025 Q1	$96K	Buy	+820	New	+$105K	﹤0.01%	254
2022 Q3	–	Sell	-990	Closed	-$78K	–	563
2022 Q2	$78K	Hold	990	–	–	﹤0.01%	332
2022 Q1	$100K	Buy	+990	New	+$98.6K	﹤0.01%	354

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

Migdal Insurance & Financial Holdings's IWP Position: Q2 2026 in Review

Migdal Insurance & Financial Holdings held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 224 shares worth $32.8K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Migdal Insurance & Financial Holdings first reported a position in IWP in Q1 2022 and has held it in 8 quarters since. The position peaked at $114K in Q2 2025. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Migdal Insurance & Financial Holdings held 224 shares of iShares Russell Mid-Cap Growth ETF worth $32.8K as of Q2 2026.
Migdal Insurance & Financial Holdings left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Migdal Insurance & Financial Holdings's portfolio in Q2 2026, its #291 holding.
Migdal Insurance & Financial Holdings first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2022 and has held it in 8 quarters since.
Migdal Insurance & Financial Holdings's iShares Russell Mid-Cap Growth ETF position peaked at $114K in Q2 2025.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q2 2026, filed 10 Aug 2026.