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

Mill Creek Capital Advisors’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 Q1	$10.8M	Sell	83,921 -3,730	-4%	-$505K	0.22%	31
2025 Q4	$12M	Sell	87,651 -2,432	-3%	-$340K	0.24%	31
2025 Q3	$12.8M	Hold	90,083	–	–	0.26%	30
2025 Q2	$12.5M	Buy	90,083 +1	+0%	+$127	0.28%	30
2025 Q1	$10.6M	Sell	90,082 -9,176	-9%	-$1.18M	0.26%	31
2024 Q4	$12.6M	Sell	99,258 -388	-0.4%	-$49.3K	0.3%	28
2024 Q3	$11.7M	Buy	99,646 +437	+0.4%	+$48.9K	0.28%	29
2024 Q2	$10.9M	Buy	99,209 +35,284	+55%	+$3.88M	0.28%	31
2024 Q1	$7.3M	Sell	63,925 -440	-0.7%	-$47.6K	0.2%	42
2023 Q4	$6.72M	Buy	64,365 +115	+0.2%	+$10.9K	0.2%	40
2023 Q3	$5.87M	Hold	64,250	–	–	0.2%	40
2023 Q2	$6.21M	Buy	64,250 +31	+0%	+$2.83K	0.2%	39
2023 Q1	$5.85M	Buy	64,219 +55	+0.1%	+$4.91K	0.22%	33
2022 Q4	$5.36M	Buy	+64,164	New	+$5.4M	0.22%	32

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Mill Creek Capital Advisors's IWP Position: Q1 2026 in Review

Mill Creek Capital Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 4.3% in Q1 2026, selling an estimated $505K and leaving 83,921 shares worth $10.8M. The position accounts for 0.22% of the portfolio, ranked #31.

Mill Creek Capital Advisors first reported a position in IWP in Q4 2022 and has held it in 14 quarters since. The position peaked at $12.8M in Q3 2025. 1,178 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Mill Creek Capital Advisors held 83,921 shares of iShares Russell Mid-Cap Growth ETF worth $10.8M as of Q1 2026.
Mill Creek Capital Advisors sold 3,730 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $505K.
iShares Russell Mid-Cap Growth ETF made up 0.22% of Mill Creek Capital Advisors's portfolio in Q1 2026, its #31 holding.
Mill Creek Capital Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
Mill Creek Capital Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $12.8M in Q3 2025.
1,178 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Mill Creek Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.