Mill Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Mill Capital Management’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	$296K	Hold	2,020	–	–	0.02%	111
2026 Q1	$259K	Hold	2,020	–	–	0.02%	113
2025 Q4	$277K	Buy	2,020 +1,450	+254%	+$203K	0.02%	112
2025 Q3	$81.2K	Hold	570	–	–	0.01%	121
2025 Q2	$79K	Hold	570	–	–	0.01%	119
2025 Q1	$67K	Hold	570	–	–	0.01%	117
2024 Q4	$72.2K	Hold	570	–	–	0.01%	123
2024 Q3	$66.9K	Sell	570 -1,245	-69%	-$139K	0.01%	124
2024 Q2	$200K	Hold	1,815	–	–	0.02%	113
2024 Q1	$207K	Hold	1,815	–	–	0.02%	112
2023 Q4	$190K	Hold	1,815	–	–	0.02%	114
2023 Q3	$166K	Hold	1,815	–	–	0.02%	112
2023 Q2	$175K	Hold	1,815	–	–	0.02%	116
2023 Q1	$165K	Hold	1,815	–	–	0.02%	122
2022 Q4	$152K	Hold	1,815	–	–	0.02%	119
2022 Q3	$142K	Buy	1,815 +570	+46%	+$49.1K	0.02%	113
2022 Q2	$99K	Hold	1,245	–	–	0.01%	121
2022 Q1	$125K	Buy	+1,245	New	+$124K	0.01%	128

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

Mill Capital Management's IWP Position: Q2 2026 in Review

Mill Capital Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 2,020 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #111.

Mill Capital Management first reported a position in IWP in Q1 2022 and has held it in 18 quarters since. 1,220 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Mill Capital Management held 2,020 shares of iShares Russell Mid-Cap Growth ETF worth $296K as of Q2 2026.
Mill Capital Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Mill Capital Management's portfolio in Q2 2026, its #111 holding.
Mill Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2022 and has held it in 18 quarters since.
1,220 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Mill Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.