North Star Investment Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

North Star Investment 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	$101K	Hold	690	–	–	0.01%	612
2026 Q1	$88.4K	Hold	690	–	–	0.01%	626
2025 Q4	$94.5K	Hold	690	–	–	0.01%	565
2025 Q3	$98.3K	Hold	690	–	–	0.01%	530
2025 Q2	$95.7K	Hold	690	–	–	0.01%	528
2025 Q1	$81.1K	Hold	690	–	–	0.01%	544
2024 Q4	$87.5K	Sell	690 -46	-6%	-$5.85K	0.01%	532
2024 Q3	$86.3K	Buy	736 +46	+7%	+$5.14K	0.01%	526
2024 Q2	$76.1K	Hold	690	–	–	0.01%	541
2024 Q1	$78.8K	Hold	690	–	–	0.01%	544
2023 Q4	$72.1K	Hold	690	–	–	0.01%	538
2023 Q3	$63K	Hold	690	–	–	0.01%	553
2023 Q2	$66.7K	Hold	690	–	–	0.01%	560
2023 Q1	$62.8K	Hold	690	–	–	0.01%	589
2022 Q4	$57.7K	Hold	690	–	–	0.01%	576
2022 Q3	$54K	Hold	690	–	–	0.01%	533
2022 Q2	$55K	Hold	690	–	–	0.01%	534
2022 Q1	$69K	Hold	690	–	–	0.01%	522
2021 Q4	$80K	Buy	+690	New	+$80.5K	0.01%	520

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

North Star Investment Management's IWP Position: Q2 2026 in Review

North Star Investment Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 690 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #612.

North Star Investment Management first reported a position in IWP in Q4 2021 and has held it in 19 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

North Star Investment Management held 690 shares of iShares Russell Mid-Cap Growth ETF worth $101K as of Q2 2026.
North Star Investment Management 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 North Star Investment Management's portfolio in Q2 2026, its #612 holding.
North Star Investment Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.