Moors & Cabot’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Moors & Cabot’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	$309K	Sell	2,112 -138	-6%	-$19K	0.01%	740
2026 Q1	$288K	Buy	2,250 +523	+30%	+$70.8K	0.01%	719
2025 Q4	$236K	Buy	+1,727	New	+$241K	0.01%	797
2022 Q2	–	Sell	-2,236	Closed	-$225K	–	869
2022 Q1	$225K	Sell	2,236 -13	-0.6%	-$1.29K	0.01%	734
2021 Q4	$259K	Sell	2,249 -9	-0.4%	-$1.05K	0.02%	681
2021 Q3	$258K	Buy	+2,258	New	+$260K	0.02%	656

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 22.9% 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

Moors & Cabot's IWP Position: Q2 2026 in Review

Moors & Cabot reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 6.1% in Q2 2026, selling an estimated $19K and leaving 2,112 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #740.

Moors & Cabot first reported a position in IWP in Q3 2021 and has held it in 6 quarters since. 1,221 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Moors & Cabot held 2,112 shares of iShares Russell Mid-Cap Growth ETF worth $309K as of Q2 2026.
Moors & Cabot sold 138 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $19K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Moors & Cabot's portfolio in Q2 2026, its #740 holding.
Moors & Cabot first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2021 and has held it in 6 quarters since.
1,221 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.