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

Oarsman 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	$918K	Hold	6,273	–	–	0.1%	95
2026 Q1	$804K	Sell	6,273 -1,410	-18%	-$191K	0.1%	106
2025 Q4	$1.05M	Hold	7,683	–	–	0.14%	90
2025 Q3	$1.09M	Sell	7,683 -58	-0.7%	-$8.2K	0.15%	89
2025 Q2	$1.07M	Hold	7,741	–	–	0.17%	91
2025 Q1	$909K	Buy	7,741 +1,500	+24%	+$193K	0.16%	100
2024 Q4	$791K	Buy	6,241 +424	+7%	+$53.9K	0.14%	108
2024 Q3	$682K	Buy	5,817 +1,410	+32%	+$158K	0.13%	113
2024 Q2	$486K	Sell	4,407 -58	-1%	-$6.37K	0.11%	127
2024 Q1	$510K	Buy	4,465 +597	+15%	+$64.6K	0.12%	121
2023 Q4	$404K	Buy	3,868 +1,444	+60%	+$137K	0.11%	143
2023 Q3	$221K	Hold	2,424	–	–	0.09%	168
2023 Q2	$234K	Hold	2,424	–	–	0.1%	156
2023 Q1	$221K	Hold	2,424	–	–	0.1%	158
2022 Q4	$203K	Buy	+2,424	New	+$204K	0.1%	154
2022 Q2	–	Sell	-2,424	Closed	-$244K	–	178
2022 Q1	$244K	Hold	2,424	–	–	0.1%	165
2021 Q4	$279K	Hold	2,424	–	–	0.11%	151
2021 Q3	$272K	Hold	2,424	–	–	0.11%	159
2021 Q2	$274K	Hold	2,424	–	–	0.11%	154
2021 Q1	$247K	Sell	2,424 -462	-16%	-$48.3K	0.11%	160
2020 Q4	$296K	Buy	2,886 +2	+0.1%	+$190	0.12%	138
2020 Q3	$249K	Buy	2,884 +28	+1%	+$2.36K	0.11%	140
2020 Q2	$226K	Buy	+2,856	New	+$207K	0.11%	147
2020 Q1	–	Sell	-2,856	Closed	-$218K	–	148
2019 Q4	$218K	Hold	2,856	–	–	0.1%	171
2019 Q3	$202K	Hold	2,856	–	–	0.1%	175
2019 Q2	$204K	Buy	+2,856	New	+$199K	0.09%	171
2018 Q4	–	Sell	-3,214	Closed	-$218K	–	176
2018 Q3	$218K	Sell	3,214 -108	-3%	-$7.18K	0.09%	171
2018 Q2	$210K	Sell	3,322 -1,290	-28%	-$81.2K	0.1%	166
2018 Q1	$284K	Sell	4,612 -364	-7%	-$22.7K	0.13%	152
2017 Q4	$300K	Sell	4,976 -172	-3%	-$10.1K	0.13%	153
2017 Q3	$291K	Sell	5,148 -210	-4%	-$11.5K	0.12%	154
2017 Q2	$290K	Buy	5,358 +30	+0.6%	+$1.6K	0.13%	152
2017 Q1	$276K	Sell	5,328 -6	-0.1%	-$306	0.13%	155
2016 Q4	$260K	Sell	5,334 -136	-2%	-$6.55K	0.17%	135
2016 Q3	$266K	Hold	5,470	–	–	0.14%	155
2016 Q2	$256K	Sell	5,470 -130	-2%	-$6.01K	0.13%	160
2016 Q1	$258K	Buy	5,600 +188	+3%	+$8.12K	0.14%	158
2015 Q4	$249K	Sell	5,412 -142	-3%	-$6.6K	0.14%	155
2015 Q3	$246K	Buy	+5,554	New	+$263K	0.15%	154

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

Oarsman Capital's IWP Position: Q2 2026 in Review

Oarsman Capital held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 6,273 shares worth $918K. The position accounts for 0.1% of the portfolio, ranked #95.

Oarsman Capital first reported a position in IWP in Q3 2015 and has held it in 39 quarters since. The position peaked at $1.09M in Q3 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Oarsman Capital held 6,273 shares of iShares Russell Mid-Cap Growth ETF worth $918K as of Q2 2026.
Oarsman Capital left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.1% of Oarsman Capital's portfolio in Q2 2026, its #95 holding.
Oarsman Capital first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2015 and has held it in 39 quarters since.
Oarsman Capital's iShares Russell Mid-Cap Growth ETF position peaked at $1.09M in Q3 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Oarsman Capital's 13F filing for Q2 2026, filed 7 Aug 2026.