PG
IWP icon

Patten Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Patten Group’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 		$246K Sell
1,679
-143
-8% -$19.7K 0.04% 309
2026
Q1 		$233K Sell
1,822
-418
-19% -$56.6K 0.04% 280
2025
Q4 		$307K Sell
2,240
-279
-11% -$39K 0.06% 249
2025
Q3 		$359K Buy
2,519
+256
+11% +$36.2K 0.07% 220
2025
Q2 		$314K Sell
2,263
-305
-12% -$38.6K 0.07% 230
2025
Q1 		$302K Sell
2,568
-284
-10% -$36.5K 0.07% 227
2024
Q4 		$361K Sell
2,852
-1,005
-26% -$128K 0.08% 213
2024
Q3 		$452K Sell
3,857
-3,615
-48% -$404K 0.1% 186
2024
Q2 		$825K Buy
7,472
+142
+2% +$15.6K 0.19% 132
2024
Q1 		$837K Buy
7,330
+395
+6% +$42.7K 0.21% 132
2023
Q4 		$724K Sell
6,935
-456
-6% -$43.2K 0.2% 134
2023
Q3 		$675K Buy
7,391
+79
+1% +$7.55K 0.2% 132
2023
Q2 		$707K Buy
7,312
+748
+11% +$68.2K 0.1% 135
2023
Q1 		$598K Sell
6,564
-29
-0.4% -$2.59K 0.18% 145
2022
Q4 		$551K Sell
6,593
-102
-2% -$8.59K 0.17% 148
2022
Q3 		$540K Sell
6,695
-309
-4% -$26.6K 0.19% 143
2022
Q2 		$583K Hold
7,004
– – 0.19% 141
2022
Q1 		$704K Buy
7,004
+381
+6% +$37.9K 0.2% 128
2021
Q4 		$763K Buy
6,623
+988
+18% +$115K 0.2% 124
2021
Q3 		$632K Buy
5,635
+195
+4% +$22.4K 0.19% 136
2021
Q2 		$616K Sell
5,440
-15
-0.3% -$1.6K 0.18% 136
2021
Q1 		$557K Buy
5,455
+95
+2% +$9.93K 0.18% 140
2020
Q4 		$550K Hold
5,360
– – 0.15% 137
2020
Q3 		$463K Buy
5,360
+40
+0.8% +$3.38K 0.18% 133
2020
Q2 		$421K Buy
+5,320
New +$386K 0.18% 129
2019
Q1 		– Sell
-40
Closed -$2K – 377
2018
Q4 		$2K Hold
40
– – ﹤0.01% 539
2018
Q3 		$3K Sell
40
-20
-33% -$1.33K ﹤0.01% 627
2018
Q2 		$4K Hold
60
– – ﹤0.01% 599
2018
Q1 		$4K Buy
+60
New +$3.75K ﹤0.01% 524

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
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

Patten Group's IWP Position: Q2 2026 in Review

Patten Group reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 7.8% in Q2 2026, selling an estimated $19.7K and leaving 1,679 shares worth $246K. The position accounts for 0.04% of the portfolio, ranked #309.

Patten Group first reported a position in IWP in Q1 2018 and has held it in 29 quarters since. The position peaked at $837K in Q1 2024. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Patten Group held 1,679 shares of iShares Russell Mid-Cap Growth ETF worth $246K as of Q2 2026.
  • Patten Group sold 143 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $19.7K.
  • iShares Russell Mid-Cap Growth ETF made up 0.04% of Patten Group's portfolio in Q2 2026, its #309 holding.
  • Patten Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2018 and has held it in 29 quarters since.
  • Patten Group's iShares Russell Mid-Cap Growth ETF position peaked at $837K in Q1 2024.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.