Ramirez Asset Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Ramirez Asset Management’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	$102K	Hold	700	–	–	0.01%	224
2026 Q1	$89.7K	Sell	700 -500	-42%	-$67.7K	0.01%	221
2025 Q4	$164K	Hold	1,200	–	–	0.02%	217
2025 Q3	$171K	Hold	1,200	–	–	0.02%	212
2025 Q2	$166K	Sell	1,200 -200	-14%	-$25.3K	0.03%	210
2025 Q1	$164K	Buy	1,400 +500	+56%	+$64.3K	0.03%	212
2024 Q4	$114K	Hold	900	–	–	0.02%	254
2024 Q3	$106K	Hold	900	–	–	0.02%	258
2024 Q2	$99.3K	Hold	900	–	–	0.02%	266
2024 Q1	$103K	Hold	900	–	–	0.02%	273
2023 Q4	$94K	Hold	900	–	–	0.02%	275
2023 Q3	$82.2K	Buy	+900	New	+$86K	0.02%	276

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

Ramirez Asset Management's IWP Position: Q2 2026 in Review

Ramirez Asset Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 700 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #224.

Ramirez Asset Management first reported a position in IWP in Q3 2023 and has held it in 12 quarters since. The position peaked at $171K in Q3 2025. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Ramirez Asset Management held 700 shares of iShares Russell Mid-Cap Growth ETF worth $102K as of Q2 2026.
Ramirez Asset Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Ramirez Asset Management's portfolio in Q2 2026, its #224 holding.
Ramirez Asset Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
Ramirez Asset Management's iShares Russell Mid-Cap Growth ETF position peaked at $171K in Q3 2025.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Ramirez Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.