Perkins Coie Trust Company’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Perkins Coie Trust Company’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	$117K	Hold	797	–	–	0.02%	131
2026 Q1	$102K	Hold	797	–	–	0.02%	134
2025 Q4	$109K	Hold	797	–	–	0.02%	134
2025 Q3	$114K	Hold	797	–	–	0.02%	128
2025 Q2	$111K	Sell	797 -230	-22%	-$29.1K	0.02%	148
2025 Q1	$121K	Hold	1,027	–	–	0.03%	139
2024 Q4	$130K	Sell	1,027 -319	-24%	-$40.6K	0.03%	136
2024 Q3	$158K	Hold	1,346	–	–	0.04%	124
2024 Q2	$149K	Hold	1,346	–	–	0.03%	127
2024 Q1	$154K	Hold	1,346	–	–	0.04%	113
2023 Q4	$141K	Sell	1,346 -635	-32%	-$60.2K	0.04%	115
2023 Q3	$181K	Buy	1,981 +1,561	+372%	+$149K	0.05%	107
2023 Q2	$40.6K	Hold	420	–	–	0.01%	133
2023 Q1	$38.2K	Hold	420	–	–	0.01%	139
2022 Q4	$35.1K	Hold	420	–	–	0.01%	136
2022 Q3	$33K	Hold	420	–	–	0.01%	142
2022 Q2	$33K	Hold	420	–	–	0.01%	144
2022 Q1	$42K	Hold	420	–	–	0.01%	142
2021 Q4	$48K	Hold	420	–	–	0.01%	142
2021 Q3	$47K	Sell	420 -270	-39%	-$31.1K	0.01%	152
2021 Q2	$78K	Hold	690	–	–	0.02%	130
2021 Q1	$70K	Hold	690	–	–	0.02%	128
2020 Q4	$71K	Hold	690	–	–	0.02%	135
2020 Q3	$60K	Hold	690	–	–	0.02%	134
2020 Q2	$55K	Hold	690	–	–	0.02%	143
2020 Q1	$42K	Hold	690	–	–	0.02%	165
2019 Q4	$53K	Hold	690	–	–	0.02%	169
2019 Q3	$49K	Hold	690	–	–	0.02%	170
2019 Q2	$49K	Hold	690	–	–	0.02%	166
2019 Q1	$47K	Hold	690	–	–	0.02%	164
2018 Q4	$39K	Hold	690	–	–	0.02%	173
2018 Q3	$47K	Hold	690	–	–	0.02%	173
2018 Q2	$44K	Hold	690	–	–	0.02%	177
2018 Q1	$42K	Hold	690	–	–	0.02%	178
2017 Q4	$42K	Sell	690 -60	-8%	-$3.53K	0.02%	182
2017 Q3	$42K	Hold	750	–	–	0.02%	185
2017 Q2	$41K	Hold	750	–	–	0.02%	187
2017 Q1	$39K	Hold	750	–	–	0.02%	180
2016 Q4	$37K	Buy	+750	New	+$36.1K	0.02%	179

Other funds holding IWP

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Perkins Coie Trust Company's IWP Position: Q2 2026 in Review

Perkins Coie Trust Company held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 797 shares worth $117K. The position accounts for 0.02% of the portfolio, ranked #131.

Perkins Coie Trust Company first reported a position in IWP in Q4 2016 and has held it in 39 quarters since. The position peaked at $181K in Q3 2023. 412 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Perkins Coie Trust Company held 797 shares of iShares Russell Mid-Cap Growth ETF worth $117K as of Q2 2026.
Perkins Coie Trust Company left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Perkins Coie Trust Company's portfolio in Q2 2026, its #131 holding.
Perkins Coie Trust Company first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2016 and has held it in 39 quarters since.
Perkins Coie Trust Company's iShares Russell Mid-Cap Growth ETF position peaked at $181K in Q3 2023.
412 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Perkins Coie Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.