Piedmont Capital Management (Montana)’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Piedmont Capital Management (Montana)’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	–	Sell	-2,229	Closed	-$289K	–	59
2026 Q1	$289K	Sell	2,229 -55,400	-96%	-$7.5M	0.15%	44
2025 Q4	$7.89M	Sell	57,629 -168	-0.3%	-$23.5K	4.03%	9
2025 Q3	$8.2M	Sell	57,797 -3,285	-5%	-$464K	4.32%	9
2025 Q2	$8.47M	Sell	61,082 -992	-2%	-$125K	4.9%	8
2025 Q1	$6.48M	Buy	62,074 +2,842	+5%	+$365K	4.65%	7
2024 Q4	$7.54M	Buy	+59,232	New	+$7.53M	4.55%	8
2024 Q3	–	Sell	-62,744	Closed	-$7.05M	–	55
2024 Q2	$7.05M	Hold	62,744	–	–	4.79%	8
2024 Q1	$7.05M	Sell	62,744 -969	-2%	-$105K	4.79%	8
2023 Q4	$6.66M	Sell	63,713 -789	-1%	-$74.8K	4.85%	8
2023 Q3	$5.89M	Sell	64,502 -2,248	-3%	-$215K	4.7%	7
2023 Q2	$6.45M	Buy	+66,750	New	+$6.08M	4.89%	7

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

Piedmont Capital Management (Montana)'s IWP Position: Q2 2026 in Review

Piedmont Capital Management (Montana) sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026, closing a stake of 2,229 shares — an estimated $289K sold.

Piedmont Capital Management (Montana) first reported a position in IWP in Q2 2023 and held it in 11 quarters. The position peaked at $8.47M in Q2 2025. 1,209 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Piedmont Capital Management (Montana) reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Piedmont Capital Management (Montana) sold 2,229 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $289K.
Piedmont Capital Management (Montana) first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2023 and held it in 11 quarters.
Piedmont Capital Management (Montana)'s iShares Russell Mid-Cap Growth ETF position peaked at $8.47M in Q2 2025.
1,209 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Piedmont Capital Management (Montana)'s 13F filing for Q2 2026, filed 13 Aug 2026.