Oxbow Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Oxbow Advisors’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	$244K	Sell	1,907 -1,100	-37%	-$149K	0.02%	222
2025 Q4	$412K	Sell	3,007 -73	-2%	-$10.2K	0.04%	187
2025 Q3	$439K	Hold	3,080	–	–	0.04%	166
2025 Q2	$427K	Sell	3,080 -202	-6%	-$25.6K	0.05%	150
2025 Q1	$386K	Buy	3,282 +1	+0%	+$129	0.04%	152
2024 Q4	$416K	Hold	3,281	–	–	0.05%	148
2024 Q3	$385K	Buy	3,281 +1	+0%	+$112	0.04%	153
2024 Q2	$362K	Hold	3,280	–	–	0.04%	166
2024 Q1	$374K	Buy	3,280 +400	+14%	+$43.3K	0.05%	155
2023 Q4	$301K	Sell	2,880 -400	-12%	-$37.9K	0.05%	163
2023 Q3	$300K	Hold	3,280	–	–	0.05%	159
2023 Q2	$317K	Hold	3,280	–	–	0.05%	161
2023 Q1	$299K	Hold	3,280	–	–	0.05%	155
2022 Q4	$274K	Hold	3,280	–	–	0.05%	178
2022 Q3	$257K	Hold	3,280	–	–	0.04%	204
2022 Q2	$260K	Hold	3,280	–	–	0.04%	214
2022 Q1	$330K	Hold	3,280	–	–	0.03%	217
2021 Q4	$378K	Hold	3,280	–	–	0.04%	213
2021 Q3	$368K	Hold	3,280	–	–	0.04%	222
2021 Q2	$371K	Hold	3,280	–	–	0.04%	223
2021 Q1	$335K	Hold	3,280	–	–	0.04%	228
2020 Q4	$337K	Hold	3,280	–	–	0.04%	209
2020 Q3	$283K	Hold	3,280	–	–	0.04%	223
2020 Q2	$259K	Buy	+3,280	New	+$238K	0.04%	232
2020 Q1	–	Sell	-3,280	Closed	-$250K	–	301
2019 Q4	$250K	Sell	3,280 -610	-16%	-$44.7K	0.03%	251
2019 Q3	$275K	Sell	3,890 -70	-2%	-$5.03K	0.04%	237
2019 Q2	$282K	Hold	3,960	–	–	0.03%	243
2019 Q1	$269K	Hold	3,960	–	–	0.03%	239
2018 Q4	$225K	Hold	3,960	–	–	0.03%	243
2018 Q3	$268K	Hold	3,960	–	–	0.03%	243
2018 Q2	$251K	Hold	3,960	–	–	0.03%	250
2018 Q1	$243K	Hold	3,960	–	–	0.05%	188
2017 Q4	$239K	Hold	3,960	–	–	0.04%	206
2017 Q3	$224K	Sell	3,960 -422	-10%	-$23.2K	0.04%	206
2017 Q2	$237K	Hold	4,382	–	–	0.04%	206
2017 Q1	$227K	Hold	4,382	–	–	0.04%	213
2016 Q4	$213K	Hold	4,382	–	–	0.03%	231
2016 Q3	$213K	Hold	4,382	–	–	0.03%	225
2016 Q2	$205K	Hold	4,382	–	–	0.03%	234
2016 Q1	$202K	Hold	4,382	–	–	0.03%	233
2015 Q4	$201K	Buy	+4,382	New	+$204K	0.03%	244
2015 Q3	–	Sell	-4,382	Closed	-$212K	–	268
2015 Q2	$212K	Hold	4,382	–	–	0.03%	238
2015 Q1	$215K	Hold	4,382	–	–	0.03%	184
2014 Q4	$204K	Buy	+4,382	New	+$198K	0.03%	192

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Oxbow Advisors's IWP Position: Q1 2026 in Review

Oxbow Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 37% in Q1 2026, selling an estimated $149K and leaving 1,907 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #222.

Oxbow Advisors first reported a position in IWP in Q4 2014 and has held it in 44 quarters since. The position peaked at $439K in Q3 2025. 1,173 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Oxbow Advisors held 1,907 shares of iShares Russell Mid-Cap Growth ETF worth $244K as of Q1 2026.
Oxbow Advisors sold 1,100 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $149K.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Oxbow Advisors's portfolio in Q1 2026, its #222 holding.
Oxbow Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2014 and has held it in 44 quarters since.
Oxbow Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $439K in Q3 2025.
1,173 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Oxbow Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.