Polaris Investment Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Polaris Investment Advisors’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	$356K	Sell	2,431 -1,100	-31%	-$152K	0.23%	59
2026 Q1	$452K	Hold	3,531	–	–	0.33%	43
2025 Q4	$484K	Buy	+3,531	New	+$493K	0.35%	40

Other funds holding IWP

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PMFA

Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Polaris Investment Advisors's IWP Position: Q2 2026 in Review

Polaris Investment Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 31% in Q2 2026, selling an estimated $152K and leaving 2,431 shares worth $356K. The position accounts for 0.23% of the portfolio, ranked #59.

Polaris Investment Advisors first reported a position in IWP in Q4 2025 and has held it in 3 quarters since. The position peaked at $484K in Q4 2025. 805 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Polaris Investment Advisors held 2,431 shares of iShares Russell Mid-Cap Growth ETF worth $356K as of Q2 2026.
Polaris Investment Advisors sold 1,100 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $152K.
iShares Russell Mid-Cap Growth ETF made up 0.23% of Polaris Investment Advisors's portfolio in Q2 2026, its #59 holding.
Polaris Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
Polaris Investment Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $484K in Q4 2025.
805 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Polaris Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.