Pilgrim Partners Asia’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Pilgrim Partners Asia’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	$2.12M	Hold	14,450	–	–	0.9%	15
2026 Q1	$1.85M	Buy	14,450 +700	+5%	+$94.7K	0.75%	17
2025 Q4	$1.88M	Sell	13,750 -835	-6%	-$117K	0.9%	21
2025 Q3	$2.08M	Buy	+14,585	New	+$2.06M	0.93%	19
2025 Q1	$1.71M	Buy	14,585 +4,700	+48%	+$604K	1.62%	16
2024 Q4	$1.25M	Buy	+9,885	New	+$1.26M	1.09%	23

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

Pilgrim Partners Asia's IWP Position: Q2 2026 in Review

Pilgrim Partners Asia held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 14,450 shares worth $2.12M. The position accounts for 0.9% of the portfolio, ranked #15.

Pilgrim Partners Asia first reported a position in IWP in Q4 2024 and has held it in 6 quarters since. 1,217 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Pilgrim Partners Asia held 14,450 shares of iShares Russell Mid-Cap Growth ETF worth $2.12M as of Q2 2026.
Pilgrim Partners Asia left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.9% of Pilgrim Partners Asia's portfolio in Q2 2026, its #15 holding.
Pilgrim Partners Asia first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
1,217 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Pilgrim Partners Asia's 13F filing for Q2 2026, filed 30 Jul 2026.