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

Old Mission 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	$1.15M	Buy	+7,852	New	+$1.08M	0.02%	425
2024 Q4	–	Sell	-1,745	Closed	-$205K	–	1065
2024 Q3	$205K	Buy	+1,745	New	+$195K	﹤0.01%	1108
2022 Q3	–	Sell	-7,356	Closed	-$583K	–	1161
2022 Q2	$583K	Sell	7,356 -171,744	-96%	-$15M	0.02%	724
2022 Q1	$18M	Buy	+179,100	New	+$17.8M	0.51%	31
2021 Q4	–	Sell	-3,400	Closed	-$381K	–	1145
2021 Q3	$381K	Sell	3,400 -86,430	-96%	-$9.94M	0.02%	659
2021 Q2	$10.2M	Sell	89,830 -79,477	-47%	-$8.49M	0.34%	45
2021 Q1	$17.3M	Buy	169,307 +165,907	+4,880%	+$17.3M	0.96%	14
2020 Q4	$349K	Buy	+3,400	New	+$324K	0.02%	416

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

Old Mission Capital's IWP Position: Q2 2026 in Review

Old Mission Capital opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 7,852 shares worth $1.15M. The stake represents 0.02% of the portfolio and ranks #425 among its holdings. This is a return to the name: Old Mission Capital previously reported a position in IWP as recently as Q3 2024.

Old Mission Capital first reported a position in IWP in Q4 2020 and has held it in 8 quarters since. The position peaked at $18M in Q1 2022. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Old Mission Capital held 7,852 shares of iShares Russell Mid-Cap Growth ETF worth $1.15M as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new Old Mission Capital position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Old Mission Capital's portfolio in Q2 2026, its #425 holding.
Old Mission Capital first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 8 quarters since.
Old Mission Capital's iShares Russell Mid-Cap Growth ETF position peaked at $18M in Q1 2022.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Old Mission Capital's 13F filing for Q2 2026, filed 14 Aug 2026.