Performa Ltd (US)’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Performa Ltd (US)’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	$654K	Buy	4,468 +5	+0.1%	+$689	0.11%	21
2026 Q1	$572K	Buy	4,463 +1	+0%	+$135	0.13%	17
2025 Q4	$611K	Buy	4,462 +3,005	+206%	+$420K	0.16%	14
2025 Q3	$207K	Buy	1,457 +1	+0.1%	+$141	0.06%	14
2025 Q2	$202K	Buy	1,456 +1	+0.1%	+$127	0.06%	14
2025 Q1	$171K	Buy	1,455 +1	+0.1%	+$129	0.06%	15
2024 Q4	$184K	Buy	1,454 +3	+0.2%	+$381	0.06%	17
2024 Q3	$170K	Hold	1,451	–	–	0.06%	17
2024 Q2	$160K	Buy	1,451 +1	+0.1%	+$110	0.07%	18
2024 Q1	$166K	Buy	1,450 +1	+0.1%	+$108	0.07%	17
2023 Q4	$151K	Buy	1,449 +4	+0.3%	+$379	0.07%	17
2023 Q3	$132K	Hold	1,445	–	–	0.06%	17
2023 Q2	$140K	Buy	1,445 +1	+0.1%	+$91	0.07%	17
2023 Q1	$131K	Buy	1,444 +2	+0.1%	+$178	0.07%	17
2022 Q4	$121K	Buy	1,442 +7	+0.5%	+$589	0.07%	15
2022 Q3	$113K	Hold	1,435	–	–	0.08%	15
2022 Q2	$114K	Buy	1,435 +127	+10%	+$11.1K	0.08%	15
2022 Q1	$131K	Buy	1,308 +1	+0.1%	+$100	0.09%	15
2021 Q4	$151K	Buy	1,307 +2	+0.2%	+$233	0.09%	20
2021 Q3	$146K	Hold	1,305	–	–	0.09%	21
2021 Q2	$148K	Hold	1,305	–	–	0.1%	11
2021 Q1	$133K	Buy	1,305 +1	+0.1%	+$105	0.1%	6
2020 Q4	$134K	Sell	1,304 -2,850	-69%	-$271K	0.09%	5
2020 Q3	$359K	Buy	+4,154	New	+$351K	0.31%	6

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

Performa Ltd (US)'s IWP Position: Q2 2026 in Review

Performa Ltd (US) increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.11% in Q2 2026, buying an estimated $689 and bringing the position to 4,468 shares worth $654K. The position accounts for 0.11% of the portfolio, ranked #21.

Performa Ltd (US) first reported a position in IWP in Q3 2020 and has held it in 24 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Performa Ltd (US) held 4,468 shares of iShares Russell Mid-Cap Growth ETF worth $654K as of Q2 2026.
Performa Ltd (US) bought 5 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $689.
iShares Russell Mid-Cap Growth ETF made up 0.11% of Performa Ltd (US)'s portfolio in Q2 2026, its #21 holding.
Performa Ltd (US) first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2020 and has held it in 24 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Performa Ltd (US)'s 13F filing for Q2 2026, filed 3 Aug 2026.