New Republic Capital’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

New Republic Capital’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	$166K	Buy	1,131 +983	+664%	+$135K	0.04%	281
2026 Q1	$19K	Buy	148 +25	+20%	+$3.38K	0.01%	290
2025 Q4	$16.8K	Buy	123 +32	+35%	+$4.47K	﹤0.01%	348
2025 Q3	$13K	Hold	91	–	–	﹤0.01%	247
2025 Q2	$12.6K	Hold	91	–	–	﹤0.01%	230
2025 Q1	$10.7K	Sell	91 -78	-46%	-$10K	﹤0.01%	224
2024 Q4	$21.4K	Sell	169 -128	-43%	-$16.3K	0.01%	207
2024 Q3	$34.8K	Sell	297 -3,423	-92%	-$383K	0.02%	195
2024 Q2	$411K	Buy	3,720 +3,445	+1,253%	+$378K	0.21%	97
2024 Q1	$31.4K	Hold	275	–	–	0.02%	189
2023 Q4	$28.7K	Sell	275 -22	-7%	-$2.09K	0.02%	200
2023 Q3	$27.1K	Buy	297 +95	+47%	+$9.08K	0.02%	179
2023 Q2	$19.5K	Sell	202 -12	-6%	-$1.09K	0.01%	210
2023 Q1	$19.5K	Sell	214 -208	-49%	-$18.6K	0.01%	200
2022 Q4	$35.3K	Buy	+422	New	+$35.5K	0.03%	148

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

New Republic Capital's IWP Position: Q2 2026 in Review

New Republic Capital increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 664% in Q2 2026, buying an estimated $135K and bringing the position to 1,131 shares worth $166K. The position accounts for 0.04% of the portfolio, ranked #281.

New Republic Capital first reported a position in IWP in Q4 2022 and has held it in 15 quarters since. The position peaked at $411K in Q2 2024. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

New Republic Capital held 1,131 shares of iShares Russell Mid-Cap Growth ETF worth $166K as of Q2 2026.
New Republic Capital bought 983 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $135K.
iShares Russell Mid-Cap Growth ETF made up 0.04% of New Republic Capital's portfolio in Q2 2026, its #281 holding.
New Republic Capital first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
New Republic Capital's iShares Russell Mid-Cap Growth ETF position peaked at $411K in Q2 2024.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on New Republic Capital's 13F filing for Q2 2026, filed 31 Jul 2026.