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 Q2	$186M	Buy	1,270,561 +99,111	+8%	+$13.7M	0.22%	85
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 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

Osaic Holdings's IWP Position: Q2 2026 in Review

Osaic Holdings increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 8.5% in Q2 2026, buying an estimated $13.7M and bringing the position to 1,270,561 shares worth $186M. The position accounts for 0.22% of the portfolio, ranked #85.

Osaic Holdings first reported a position in IWP in Q1 2020 and has held it in 26 quarters since. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Osaic Holdings held 1,270,561 shares of iShares Russell Mid-Cap Growth ETF worth $186M as of Q2 2026.
Osaic Holdings bought 99,111 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $13.7M.
iShares Russell Mid-Cap Growth ETF made up 0.22% of Osaic Holdings's portfolio in Q2 2026, its #85 holding.
Osaic Holdings first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2020 and has held it in 26 quarters since.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.