Osaic Holdings
IWP icon

Osaic Holdings’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Osaic Holdings’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
Q1 		$150M Sell
1,171,450
-17,725
-1% -$2.4M 0.22% 88
2025
Q4 		$163M Buy
1,189,175
+70,533
+6% +$9.86M 0.24% 73
2025
Q3 		$160M Buy
1,118,642
+59,129
+6% +$8.36M 0.22% 81
2025
Q2 		$147M Buy
1,059,513
+85,829
+9% +$10.9M 0.26% 69
2025
Q1 		$114M Buy
973,684
+531,766
+120% +$68.4M 0.25% 73
2024
Q4 		$56M Sell
441,918
-34,813
-7% -$4.43M 0.13% 152
2024
Q3 		$55.9M Sell
476,731
-203,172
-30% -$22.7M 0.13% 156
2024
Q2 		$75M Sell
679,903
-91,385
-12% -$10M 0.18% 112
2024
Q1 		$88M Sell
771,288
-377,211
-33% -$40.8M 0.2% 105
2023
Q4 		$120M Sell
1,148,499
-305,668
-21% -$29M 0.21% 102
2023
Q3 		$133M Buy
1,454,167
+307,909
+27% +$29.4M 0.2% 106
2023
Q2 		$111M Buy
1,146,258
+29,704
+3% +$2.71M 0.2% 101
2023
Q1 		$101M Buy
1,116,554
+69,127
+7% +$6.17M 0.19% 108
2022
Q4 		$87.6M Buy
1,047,427
+29,980
+3% +$2.52M 0.18% 123
2022
Q3 		$79.8M Buy
1,017,447
+68,987
+7% +$5.94M 0.18% 112
2022
Q2 		$75.3M Buy
948,460
+17,513
+2% +$1.53M 0.17% 128
2022
Q1 		$81.9M Sell
930,947
-71,567
-7% -$7.13M 0.16% 122
2021
Q4 		$115M Buy
1,002,514
+36,517
+4% +$4.26M 0.22% 87
2021
Q3 		$108M Sell
965,997
-2,916
-0.3% -$335K 0.23% 91
2021
Q2 		$110M Buy
968,913
+2,094
+0.2% +$224K 0.24% 85
2021
Q1 		$98.9M Sell
966,819
-150,585
-13% -$15.7M 0.24% 89
2020
Q4 		$115M Sell
1,117,404
-78,476
-7% -$7.47M 0.31% 67
2020
Q3 		$102M Buy
1,195,880
+358,410
+43% +$30.3M 0.31% 61
2020
Q2 		$66.2M Sell
837,470
-97,842
-10% -$7.1M 0.22% 98
2020
Q1 		$57M Buy
+935,312
New +$68.2M 0.23% 89

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Osaic Holdings's IWP Position: Q1 2026 in Review

Osaic Holdings reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.5% in Q1 2026, selling an estimated $2.4M and leaving 1,171,450 shares worth $150M. The position accounts for 0.22% of the portfolio, ranked #88.

Osaic Holdings first reported a position in IWP in Q1 2020 and has held it in 25 quarters since. The position peaked at $163M in Q4 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Osaic Holdings held 1,171,450 shares of iShares Russell Mid-Cap Growth ETF worth $150M as of Q1 2026.
  • Osaic Holdings sold 17,725 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $2.4M.
  • iShares Russell Mid-Cap Growth ETF made up 0.22% of Osaic Holdings's portfolio in Q1 2026, its #88 holding.
  • Osaic Holdings first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's iShares Russell Mid-Cap Growth ETF position peaked at $163M in Q4 2025.
  • 1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.