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

Philadelphia 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	$267K	Hold	1,826	–	–	0.02%	234
2026 Q1	$234K	Hold	1,826	–	–	0.02%	237
2025 Q4	$250K	Hold	1,826	–	–	0.02%	228
2025 Q3	$260K	Hold	1,826	–	–	0.02%	216
2025 Q2	$253K	Hold	1,826	–	–	0.02%	212
2025 Q1	$215K	Hold	1,826	–	–	0.02%	227
2024 Q4	$231K	Hold	1,826	–	–	0.02%	219
2024 Q3	$214K	Hold	1,826	–	–	0.02%	231
2024 Q2	$201K	Hold	1,826	–	–	0.02%	220
2024 Q1	$208K	Buy	+1,826	New	+$198K	0.02%	222

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

Philadelphia Trust Company's IWP Position: Q2 2026 in Review

Philadelphia Trust Company held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 1,826 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #234.

Philadelphia Trust Company first reported a position in IWP in Q1 2024 and has held it in 10 quarters since. 1,217 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Philadelphia Trust Company held 1,826 shares of iShares Russell Mid-Cap Growth ETF worth $267K as of Q2 2026.
Philadelphia 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 Philadelphia Trust Company's portfolio in Q2 2026, its #234 holding.
Philadelphia Trust Company first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
1,217 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Philadelphia Trust Company's 13F filing for Q2 2026, filed 10 Aug 2026.