Portland Global Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Portland Global 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	$297K	Hold	2,026	–	–	0.03%	125
2026 Q1	$260K	Hold	2,026	–	–	0.03%	126
2025 Q4	$277K	Hold	2,026	–	–	0.03%	122
2025 Q3	$289K	Hold	2,026	–	–	0.03%	126
2025 Q2	$281K	Hold	2,026	–	–	0.03%	123
2025 Q1	$238K	Hold	2,026	–	–	0.03%	124
2024 Q4	$257K	Hold	2,026	–	–	0.03%	119
2024 Q3	$238K	Hold	2,026	–	–	0.03%	128
2024 Q2	$224K	Hold	2,026	–	–	0.03%	124
2024 Q1	$231K	Hold	2,026	–	–	0.03%	126
2023 Q4	$212K	Buy	+2,026	New	+$192K	0.03%	125
2022 Q1	–	Sell	-1,898	Closed	-$219K	–	151
2021 Q4	$219K	Hold	1,898	–	–	0.04%	152
2021 Q3	$213K	Hold	1,898	–	–	0.04%	151
2021 Q2	$215K	Buy	+1,898	New	+$203K	0.04%	148

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

Portland Global Advisors's IWP Position: Q2 2026 in Review

Portland Global Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 2,026 shares worth $297K. The position accounts for 0.03% of the portfolio, ranked #125.

Portland Global Advisors first reported a position in IWP in Q2 2021 and has held it in 14 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Portland Global Advisors held 2,026 shares of iShares Russell Mid-Cap Growth ETF worth $297K as of Q2 2026.
Portland Global Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.03% of Portland Global Advisors's portfolio in Q2 2026, its #125 holding.
Portland Global Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2021 and has held it in 14 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Portland Global Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.