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

Oakworth 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	$242K	Buy	1,656 +14	+0.9%	+$1.93K	0.01%	234
2026 Q1	$210K	Hold	1,642	–	–	0.01%	236
2025 Q4	$225K	Hold	1,642	–	–	0.01%	229
2025 Q3	$234K	Hold	1,642	–	–	0.01%	226
2025 Q2	$228K	Sell	1,642 -50	-3%	-$6.33K	0.01%	199
2025 Q1	$199K	Buy	1,692 +50	+3%	+$6.43K	0.01%	209
2024 Q4	$208K	Hold	1,642	–	–	0.01%	207
2024 Q3	$193K	Buy	1,642 +417	+34%	+$46.6K	0.01%	212
2024 Q2	$135K	Sell	1,225 -999	-45%	-$110K	0.01%	238
2024 Q1	$254K	Hold	2,224	–	–	0.02%	174
2023 Q4	$232K	Buy	2,224 +140	+7%	+$13.3K	0.02%	176
2023 Q3	$190K	Hold	2,084	–	–	0.02%	168
2023 Q2	$201K	Hold	2,084	–	–	0.02%	166
2023 Q1	$190K	Hold	2,084	–	–	0.02%	169
2022 Q4	$174K	Hold	2,084	–	–	0.02%	171
2022 Q3	$163K	Hold	2,084	–	–	0.02%	174
2022 Q2	$165K	Hold	2,084	–	–	0.02%	182
2022 Q1	$209K	Hold	2,084	–	–	0.02%	171
2021 Q4	$240K	Sell	2,084 -35	-2%	-$4.08K	0.02%	164
2021 Q3	$237K	Sell	2,119 -5	-0.2%	-$575	0.02%	158
2021 Q2	$240K	Hold	2,124	–	–	0.02%	160
2021 Q1	$217K	Hold	2,124	–	–	0.02%	162
2020 Q4	$218K	Hold	2,124	–	–	0.03%	154
2020 Q3	$184K	Buy	2,124 +954	+82%	+$80.5K	0.03%	150
2020 Q2	$93K	Sell	1,170 -1,050	-47%	-$76.2K	0.02%	207
2020 Q1	$135K	Sell	2,220 -1,720	-44%	-$125K	0.03%	162
2019 Q4	$305K	Sell	3,940 -26	-0.7%	-$1.91K	0.05%	123
2019 Q3	$280K	Hold	3,966	–	–	0.05%	123
2019 Q2	$283K	Hold	3,966	–	–	0.05%	137
2019 Q1	$269K	Hold	3,966	–	–	0.06%	136
2018 Q4	$226K	Sell	3,966 -1,792	-31%	-$109K	0.05%	141
2018 Q3	$390K	Hold	5,758	–	–	0.08%	106
2018 Q2	$365K	Hold	5,758	–	–	0.08%	109
2018 Q1	$351K	Hold	5,758	–	–	0.08%	100
2017 Q4	$346K	Hold	5,758	–	–	0.08%	108
2017 Q3	$318K	Hold	5,758	–	–	0.08%	113
2017 Q2	$311K	Hold	5,758	–	–	0.09%	111
2017 Q1	$298K	Hold	5,758	–	–	0.09%	114
2016 Q4	$280K	Buy	5,758 +1,650	+40%	+$79.5K	0.09%	119
2016 Q3	$200K	Hold	4,108	–	–	0.07%	139
2016 Q2	$192K	Buy	+4,108	New	+$190K	0.07%	141
2014 Q4	–	Sell	-38,894	Closed	-$1.77M	–	520
2014 Q3	$1.77M	Buy	38,894 +1,136	+3%	+$50.7K	1.04%	21
2014 Q2	$1.69M	Buy	37,758 +4,552	+14%	+$196K	1.03%	22
2014 Q1	$1.42M	Sell	33,206 -29,844	-47%	-$1.27M	0.93%	22
2013 Q4	$2.66M	Buy	+63,050	New	+$2.55M	1.88%	15

Other funds holding IWP

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Oakworth Capital's IWP Position: Q2 2026 in Review

Oakworth Capital increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.85% in Q2 2026, buying an estimated $1.93K and bringing the position to 1,656 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #234.

Oakworth Capital first reported a position in IWP in Q4 2013 and has held it in 45 quarters since. The position peaked at $2.66M in Q4 2013. 412 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Oakworth Capital held 1,656 shares of iShares Russell Mid-Cap Growth ETF worth $242K as of Q2 2026.
Oakworth Capital bought 14 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.93K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Oakworth Capital's portfolio in Q2 2026, its #234 holding.
Oakworth Capital first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2013 and has held it in 45 quarters since.
Oakworth Capital's iShares Russell Mid-Cap Growth ETF position peaked at $2.66M in Q4 2013.
412 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.