MOTCO’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

MOTCO’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	$878	Hold	6	–	–	﹤0.01%	602
2026 Q1	$769	Hold	6	–	–	﹤0.01%	569
2025 Q4	$822	Hold	6	–	–	﹤0.01%	594
2025 Q3	$854	Hold	6	–	–	﹤0.01%	603
2025 Q2	$849	Hold	6	–	–	﹤0.01%	569
2025 Q1	$705	Hold	6	–	–	﹤0.01%	567
2024 Q4	$761	Hold	6	–	–	﹤0.01%	476
2024 Q3	$704	Hold	6	–	–	﹤0.01%	578
2024 Q2	$662	Sell	6 -3,873	-100%	-$425K	﹤0.01%	699
2024 Q1	$443K	Buy	3,879 +3,873	+64,550%	+$419K	0.03%	209
2023 Q4	$627	Hold	6	–	–	﹤0.01%	662
2023 Q3	$548	Hold	6	–	–	﹤0.01%	731
2023 Q2	$580	Buy	+6	New	+$547	﹤0.01%	838
2023 Q1	–	Sell	-110	Closed	-$9.2K	–	599
2022 Q4	$9.2K	Sell	110 -135	-55%	-$11.4K	﹤0.01%	480
2022 Q3	$19K	Sell	245 -418	-63%	-$36K	﹤0.01%	449
2022 Q2	$53K	Hold	663	–	–	﹤0.01%	356
2022 Q1	$67K	Buy	663 +110	+20%	+$11K	﹤0.01%	328
2021 Q4	$64K	Buy	553 +135	+32%	+$15.7K	﹤0.01%	331
2021 Q3	$47K	Hold	418	–	–	﹤0.01%	357
2021 Q2	$47K	Hold	418	–	–	﹤0.01%	366
2021 Q1	$43K	Hold	418	–	–	﹤0.01%	354
2020 Q4	$43K	Buy	+418	New	+$39.8K	﹤0.01%	371
2020 Q1	–	Sell	-50	Closed	-$4K	–	705
2019 Q4	$4K	Buy	+50	New	+$3.67K	﹤0.01%	476
2014 Q2	–	Sell	-3,106	Closed	-$133K	–	587
2014 Q1	$133K	Hold	3,106	–	–	0.02%	219
2013 Q4	$131K	Hold	3,106	–	–	0.02%	219
2013 Q3	$121K	Hold	3,106	–	–	0.01%	221
2013 Q2	$111K	Buy	+3,106	New	+$111K	0.01%	232

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

MOTCO's IWP Position: Q2 2026 in Review

MOTCO held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 6 shares worth $878. The position accounts for ﹤0.01% of the portfolio, ranked #602.

MOTCO first reported a position in IWP in Q2 2013 and has held it in 27 quarters since. The position peaked at $443K in Q1 2024. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

MOTCO held 6 shares of iShares Russell Mid-Cap Growth ETF worth $878 as of Q2 2026.
MOTCO left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #602 holding.
MOTCO first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 27 quarters since.
MOTCO's iShares Russell Mid-Cap Growth ETF position peaked at $443K in Q1 2024.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.