Missouri Trust & Investment Company’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Missouri Trust & Investment Company’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	–	Sell	-394	Closed	-$50.5K	–	262
2026 Q1	$50.5K	Hold	394	–	–	0.01%	232
2025 Q4	$54K	Hold	394	–	–	0.02%	224
2025 Q3	$56.1K	Buy	394 +294	+294%	+$41.5K	0.02%	220
2025 Q2	$13.9K	Hold	100	–	–	﹤0.01%	301
2025 Q1	$11.7K	Hold	100	–	–	﹤0.01%	301
2024 Q4	$12.7K	Hold	100	–	–	﹤0.01%	300
2024 Q3	$11.7K	Hold	100	–	–	﹤0.01%	290
2024 Q2	$11K	Hold	100	–	–	﹤0.01%	289
2024 Q1	$11.4K	Hold	100	–	–	﹤0.01%	296
2023 Q4	$10.4K	Hold	100	–	–	﹤0.01%	297
2023 Q3	$9.13K	Hold	100	–	–	﹤0.01%	303
2023 Q2	$9.66K	Hold	100	–	–	0.01%	326
2023 Q1	$9.11K	Hold	100	–	–	0.01%	260
2022 Q4	$8K	Hold	100	–	–	﹤0.01%	257
2022 Q3	$8K	Hold	100	–	–	0.01%	262
2022 Q2	$8K	Hold	100	–	–	0.01%	281
2022 Q1	$10K	Hold	100	–	–	0.01%	275
2021 Q4	$12K	Buy	+100	New	+$11.7K	0.01%	285

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

Missouri Trust & Investment Company's IWP Position: Q2 2026 in Review

Missouri Trust & Investment Company sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026, closing a stake of 394 shares — an estimated $50.5K sold.

Missouri Trust & Investment Company first reported a position in IWP in Q4 2021 and held it in 18 quarters. The position peaked at $56.1K in Q3 2025. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Missouri Trust & Investment Company reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Missouri Trust & Investment Company sold 394 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $50.5K.
Missouri Trust & Investment Company first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and held it in 18 quarters.
Missouri Trust & Investment Company's iShares Russell Mid-Cap Growth ETF position peaked at $56.1K in Q3 2025.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Missouri Trust & Investment Company's 13F filing for Q2 2026, filed 13 Aug 2026.