National Philanthropic Trust’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

National Philanthropic Trust’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	$2.21M	Buy	15,062 +6,738	+81%	+$929K	0.03%	164
2026 Q1	$1.07M	Hold	8,324	–	–	0.01%	206
2025 Q4	$1.14M	Sell	8,324 -2,107	-20%	-$294K	0.01%	210
2025 Q3	$1.49M	Hold	10,431	–	–	0.02%	158
2025 Q2	$1.45M	Hold	10,431	–	–	0.02%	148
2025 Q1	$1.23M	Hold	10,431	–	–	0.02%	150
2024 Q4	$1.32M	Hold	10,431	–	–	0.02%	152
2024 Q3	$1.22M	Hold	10,431	–	–	0.02%	143
2024 Q2	$1.15M	Hold	10,431	–	–	0.02%	148
2024 Q1	$1.19M	Hold	10,431	–	–	0.03%	149
2023 Q4	$1.09M	Buy	+10,431	New	+$989K	0.03%	157

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

National Philanthropic Trust's IWP Position: Q2 2026 in Review

National Philanthropic Trust increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 81% in Q2 2026, buying an estimated $929K and bringing the position to 15,062 shares worth $2.21M. The position accounts for 0.03% of the portfolio, ranked #164.

National Philanthropic Trust first reported a position in IWP in Q4 2023 and has held it in 11 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

National Philanthropic Trust held 15,062 shares of iShares Russell Mid-Cap Growth ETF worth $2.21M as of Q2 2026.
National Philanthropic Trust bought 6,738 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $929K.
iShares Russell Mid-Cap Growth ETF made up 0.03% of National Philanthropic Trust's portfolio in Q2 2026, its #164 holding.
National Philanthropic Trust first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on National Philanthropic Trust's 13F filing for Q2 2026, filed 14 Aug 2026.