Pinnacle Associates’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Pinnacle Associates’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	$3.29M	Buy	22,443 +45	+0.2%	+$6.2K	0.04%	344
2026 Q1	$2.87M	Hold	22,398	–	–	0.04%	341
2025 Q4	$3.07M	Sell	22,398 -350	-2%	-$48.9K	0.04%	326
2025 Q3	$3.24M	Hold	22,748	–	–	0.04%	314
2025 Q2	$3.15M	Sell	22,748 -750	-3%	-$94.9K	0.05%	314
2025 Q1	$2.76M	Buy	23,498 +195	+0.8%	+$25.1K	0.04%	328
2024 Q4	$2.95M	Sell	23,303 -744	-3%	-$94.6K	0.04%	313
2024 Q3	$2.51M	Buy	24,047 +339	+1%	+$37.9K	0.04%	329
2024 Q2	$2.62M	Sell	23,708 -324	-1%	-$35.6K	0.04%	327
2024 Q1	$2.74M	Sell	24,032 -15	-0.1%	-$1.62K	0.04%	326
2023 Q4	$2.51M	Buy	24,047 +2	+0%	+$190	0.04%	333
2023 Q3	$2.2M	Buy	24,045 +484	+2%	+$46.3K	0.04%	339
2023 Q2	$2.28M	Hold	23,561	–	–	0.04%	342
2023 Q1	$2.15M	Sell	23,561 -238	-1%	-$21.2K	0.04%	302
2022 Q4	$1.99M	Buy	23,799 +3	+0%	+$252	0.04%	304
2022 Q3	$1.87M	Buy	23,796 +956	+4%	+$82.3K	0.04%	296
2022 Q2	$1.81M	Sell	22,840 -800	-3%	-$69.7K	0.04%	315
2022 Q1	$2.38M	Hold	23,640	–	–	0.04%	314
2021 Q4	$2.72M	Buy	23,640 +356	+2%	+$41.5K	0.05%	298
2021 Q3	$2.61M	Hold	23,284	–	–	0.05%	299
2021 Q2	$2.64M	Hold	23,284	–	–	0.05%	298
2021 Q1	$2.38M	Sell	23,284 -300	-1%	-$31.4K	0.05%	298
2020 Q4	$2.42M	Buy	23,584 +384	+2%	+$36.5K	0.05%	277
2020 Q3	$2M	Buy	23,200 +54	+0.2%	+$4.56K	0.05%	277
2020 Q2	$1.83M	Buy	23,146 +2,410	+12%	+$175K	0.05%	281
2020 Q1	$1.26M	Buy	+20,736	New	+$1.51M	0.04%	309
2018 Q4	–	Sell	-3,594	Closed	-$244K	–	695
2018 Q3	$244K	Buy	3,594 +322	+10%	+$21.4K	0.01%	642
2018 Q2	$207K	Hold	3,272	–	–	﹤0.01%	663
2018 Q1	$201K	Buy	+3,272	New	+$204K	﹤0.01%	644
2017 Q4	–	Sell	-3,850	Closed	-$218K	–	688
2017 Q3	$218K	Hold	3,850	–	–	﹤0.01%	627
2017 Q2	$208K	Buy	+3,850	New	+$205K	﹤0.01%	640

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

Pinnacle Associates's IWP Position: Q2 2026 in Review

Pinnacle Associates increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.2% in Q2 2026, buying an estimated $6.2K and bringing the position to 22,443 shares worth $3.29M. The position accounts for 0.04% of the portfolio, ranked #344.

Pinnacle Associates first reported a position in IWP in Q2 2017 and has held it in 31 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Pinnacle Associates held 22,443 shares of iShares Russell Mid-Cap Growth ETF worth $3.29M as of Q2 2026.
Pinnacle Associates bought 45 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $6.2K.
iShares Russell Mid-Cap Growth ETF made up 0.04% of Pinnacle Associates's portfolio in Q2 2026, its #344 holding.
Pinnacle Associates first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2017 and has held it in 31 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.