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

Monarch 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	$389K	Buy	2,656 +400	+18%	+$55.1K	0.09%	112
2026 Q1	$289K	Hold	2,256	–	–	0.07%	115
2025 Q4	$309K	Hold	2,256	–	–	0.08%	111
2025 Q3	$321K	Hold	2,256	–	–	0.08%	111
2025 Q2	$313K	Hold	2,256	–	–	0.08%	106
2025 Q1	$265K	Hold	2,256	–	–	0.07%	107
2024 Q4	$286K	Hold	2,256	–	–	0.08%	107
2024 Q3	$265K	Hold	2,256	–	–	0.07%	108
2024 Q2	$249K	Hold	2,256	–	–	0.07%	109
2024 Q1	$258K	Hold	2,256	–	–	0.07%	106
2023 Q4	$236K	Hold	2,256	–	–	0.07%	105
2023 Q3	$206K	Hold	2,256	–	–	0.07%	107
2023 Q2	$218K	Hold	2,256	–	–	0.07%	106
2023 Q1	$205K	Buy	+2,256	New	+$201K	0.06%	109
2022 Q2	–	Sell	-2,256	Closed	-$227K	–	124
2022 Q1	$227K	Hold	2,256	–	–	0.06%	117
2021 Q4	$260K	Sell	2,256 -100	-4%	-$11.7K	0.07%	111
2021 Q3	$264K	Buy	+2,356	New	+$271K	0.07%	105

Other funds holding IWP

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

ZBNA

Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

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

Monarch Capital Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 18% in Q2 2026, buying an estimated $55.1K and bringing the position to 2,656 shares worth $389K. The position accounts for 0.09% of the portfolio, ranked #112.

Monarch Capital Management first reported a position in IWP in Q3 2021 and has held it in 17 quarters since. 591 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Monarch Capital Management held 2,656 shares of iShares Russell Mid-Cap Growth ETF worth $389K as of Q2 2026.
Monarch Capital Management bought 400 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $55.1K.
iShares Russell Mid-Cap Growth ETF made up 0.09% of Monarch Capital Management's portfolio in Q2 2026, its #112 holding.
Monarch Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2021 and has held it in 17 quarters since.
591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Monarch Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.