Pioneer Trust Bank’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Pioneer Trust Bank’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	$351K	Hold	2,400	–	–	0.08%	74
2026 Q1	$307K	Hold	2,400	–	–	0.07%	72
2025 Q4	$329K	Hold	2,400	–	–	0.08%	68
2025 Q3	$342K	Hold	2,400	–	–	0.08%	65
2025 Q2	$333K	Hold	2,400	–	–	0.08%	64
2025 Q1	$282K	Hold	2,400	–	–	0.07%	68
2024 Q4	$304K	Hold	2,400	–	–	0.08%	66
2024 Q3	$281K	Hold	2,400	–	–	0.07%	67
2024 Q2	$265K	Hold	2,400	–	–	0.07%	69
2024 Q1	$274K	Hold	2,400	–	–	0.08%	68
2023 Q4	$251K	Hold	2,400	–	–	0.07%	68
2023 Q3	$219K	Hold	2,400	–	–	0.07%	70
2023 Q2	$232K	Hold	2,400	–	–	0.07%	71
2023 Q1	$219K	Hold	2,400	–	–	0.06%	77
2022 Q4	$201K	Buy	+2,400	New	+$202K	0.06%	77
2022 Q2	–	Sell	-2,400	Closed	-$241K	–	70
2022 Q1	$241K	Hold	2,400	–	–	0.07%	68
2021 Q4	$277K	Hold	2,400	–	–	0.07%	63
2021 Q3	$269K	Hold	2,400	–	–	0.08%	63
2021 Q2	$272K	Hold	2,400	–	–	0.08%	61
2021 Q1	$245K	Hold	2,400	–	–	0.07%	67
2020 Q4	$246K	Hold	2,400	–	–	0.07%	69
2020 Q3	$207K	Buy	+2,400	New	+$203K	0.07%	66

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

Pioneer Trust Bank's IWP Position: Q2 2026 in Review

Pioneer Trust Bank held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 2,400 shares worth $351K. The position accounts for 0.08% of the portfolio, ranked #74.

Pioneer Trust Bank first reported a position in IWP in Q3 2020 and has held it in 22 quarters since. 1,209 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Pioneer Trust Bank held 2,400 shares of iShares Russell Mid-Cap Growth ETF worth $351K as of Q2 2026.
Pioneer Trust Bank left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.08% of Pioneer Trust Bank's portfolio in Q2 2026, its #74 holding.
Pioneer Trust Bank first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2020 and has held it in 22 quarters since.
1,209 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Pioneer Trust Bank's 13F filing for Q2 2026, filed 23 Jul 2026.