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

NorthRock Partners’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	$12.7M	Sell	86,562 -3,282	-4%	-$452K	0.18%	72
2026 Q1	$11.5M	Sell	89,844 -738	-0.8%	-$99.9K	0.19%	71
2025 Q4	$12.4M	Sell	90,582 -1,925	-2%	-$269K	0.21%	68
2025 Q3	$13.2M	Sell	92,507 -484	-0.5%	-$68.4K	0.24%	59
2025 Q2	$12.9M	Buy	92,991 +3,051	+3%	+$386K	0.34%	40
2025 Q1	$10.6M	Sell	89,940 -6,581	-7%	-$846K	0.35%	37
2024 Q4	$12.2M	Sell	96,521 -2,082	-2%	-$265K	0.4%	37
2024 Q3	$11.6M	Sell	98,603 -1,766	-2%	-$197K	0.38%	37
2024 Q2	$11.1M	Sell	100,369 -683	-0.7%	-$75K	0.42%	36
2024 Q1	$11.5M	Sell	101,052 -1,542	-2%	-$167K	0.44%	35
2023 Q4	$10.7M	Buy	102,594 +38,084	+59%	+$3.61M	0.45%	35
2023 Q3	$5.89M	Sell	64,510 -446	-0.7%	-$42.6K	0.61%	28
2023 Q2	$6.28M	Sell	64,956 -6,463	-9%	-$589K	0.69%	23
2023 Q1	$6.5M	Sell	71,419 -328	-0.5%	-$29.3K	0.69%	20
2022 Q4	$6M	Sell	71,747 -659	-0.9%	-$55.5K	0.68%	19
2022 Q3	$5.68M	Sell	72,406 -3,486	-5%	-$300K	0.66%	21
2022 Q2	$6.01M	Sell	75,892 -4,080	-5%	-$355K	0.62%	22
2022 Q1	$8.04M	Sell	79,972 -14,040	-15%	-$1.4M	0.72%	19
2021 Q4	$10.8M	Sell	94,012 -1,338	-1%	-$156K	0.81%	17
2021 Q3	$10.8M	Sell	95,350 -2,233	-2%	-$257K	0.88%	18
2021 Q2	$11M	Sell	97,583 -7,767	-7%	-$830K	0.92%	16
2021 Q1	$10.8M	Sell	105,350 -1,381	-1%	-$144K	0.98%	17
2020 Q4	$11M	Sell	106,731 -23,353	-18%	-$2.22M	1.08%	17
2020 Q3	$11.2M	Sell	130,084 -10,088	-7%	-$851K	1.25%	15
2020 Q2	$11.1M	Sell	140,172 -35,802	-20%	-$2.6M	1.31%	16
2020 Q1	$10.7M	Sell	175,974 -37,396	-18%	-$2.73M	1.5%	17
2019 Q4	$16.3M	Buy	213,370 +3,194	+2%	+$234K	1.72%	17
2019 Q3	$14.9M	Sell	210,176 -95,018	-31%	-$6.83M	2.03%	11
2019 Q2	$21.8M	Sell	305,194 -4,838	-2%	-$336K	6.23%	5
2019 Q1	$21M	Buy	310,032 +21,192	+7%	+$1.36M	5.54%	6
2018 Q4	$16.4M	Buy	288,840 +8,442	+3%	+$514K	4.9%	7
2018 Q3	$19.1M	Buy	280,398 +9,954	+4%	+$662K	5.49%	6
2018 Q2	$17.1M	Buy	270,444 +4,106	+2%	+$258K	5.85%	6
2018 Q1	$16.4M	Sell	266,338 -12,512	-4%	-$781K	5.33%	6
2017 Q4	$16.8M	Buy	278,850 +5,670	+2%	+$333K	5.37%	6
2017 Q3	$15.5M	Buy	273,180 +18,340	+7%	+$1.01M	5.88%	6
2017 Q2	$13.8M	Buy	254,840 +438	+0.2%	+$23.3K	5.76%	6
2017 Q1	$13.2M	Sell	254,402 -2,986	-1%	-$152K	5.68%	6
2016 Q4	$12.5M	Buy	257,388 +10,834	+4%	+$522K	4.43%	8
2016 Q3	$12M	Sell	246,554 -3,428	-1%	-$166K	5.14%	7
2016 Q2	$11.7M	Buy	249,982 +1,158	+0.5%	+$53.6K	5.23%	7
2016 Q1	$11.5M	Sell	248,824 -67,780	-21%	-$2.93M	5.95%	6
2015 Q4	$14.6M	Buy	316,604 +19,106	+6%	+$888K	8.52%	5
2015 Q3	$13.2M	Buy	297,498 +60,072	+25%	+$2.85M	8.3%	6
2015 Q2	$11.5M	Buy	+237,426	New	+$11.7M	5.32%	9

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

NorthRock Partners's IWP Position: Q2 2026 in Review

NorthRock Partners reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 3.7% in Q2 2026, selling an estimated $452K and leaving 86,562 shares worth $12.7M. The position accounts for 0.18% of the portfolio, ranked #72.

NorthRock Partners first reported a position in IWP in Q2 2015 and has held it in 45 quarters since. The position peaked at $21.8M in Q2 2019. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

NorthRock Partners held 86,562 shares of iShares Russell Mid-Cap Growth ETF worth $12.7M as of Q2 2026.
NorthRock Partners sold 3,282 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $452K.
iShares Russell Mid-Cap Growth ETF made up 0.18% of NorthRock Partners's portfolio in Q2 2026, its #72 holding.
NorthRock Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2015 and has held it in 45 quarters since.
NorthRock Partners's iShares Russell Mid-Cap Growth ETF position peaked at $21.8M in Q2 2019.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.