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Rathbones Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Rathbones Group’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 		$2.73M Buy
18,626
+71
+0.4% +$9.79K 0.01% 278
2026
Q1 		$2.38M Buy
18,555
+508
+3% +$68.7K 0.01% 285
2025
Q4 		$2.47M Sell
18,047
-3,066
-15% -$428K 0.01% 285
2025
Q3 		$3.01M Buy
21,113
+23
+0.1% +$3.25K 0.01% 255
2025
Q2 		$2.92M Sell
21,090
-1,817
-8% -$230K 0.01% 257
2025
Q1 		$2.69M Sell
22,907
-453
-2% -$58.2K 0.01% 255
2024
Q4 		$2.96M Buy
23,360
+1,682
+8% +$214K 0.01% 247
2024
Q3 		$2.54M Buy
21,678
+1,441
+7% +$161K 0.01% 253
2024
Q2 		$2.23M Buy
20,237
+1,910
+10% +$210K 0.01% 256
2024
Q1 		$2.09M Buy
18,327
+3,082
+20% +$333K 0.01% 265
2023
Q4 		$1.59M Sell
15,245
-500
-3% -$47.4K 0.01% 274
2023
Q3 		$1.44M Hold
15,745
– – 0.01% 278
2023
Q2 		$1.52M Hold
15,745
– – 0.01% 220
2023
Q1 		$1.43M Sell
15,745
-2,115
-12% -$189K 0.01% 230
2022
Q4 		$1.49M Buy
17,860
+130
+0.7% +$10.9K 0.02% 224
2022
Q3 		$1.39M Sell
17,730
-340
-2% -$29.3K 0.02% 220
2022
Q2 		$1.43M Hold
18,070
– – 0.02% 230
2022
Q1 		$1.82M Sell
18,070
-10
-0.1% -$996 0.02% 216
2021
Q4 		$2.08M Sell
18,080
-3,325
-16% -$388K 0.02% 204
2021
Q3 		$2.4M Sell
21,405
-715
-3% -$82.2K 0.03% 191
2021
Q2 		$2.5M Buy
22,120
+1,480
+7% +$158K 0.03% 191
2021
Q1 		$2.11M Sell
20,640
-338
-2% -$35.3K 0.03% 190
2020
Q4 		$2.15M Sell
20,978
-2,940
-12% -$280K 0.03% 186
2020
Q3 		$2.07M Hold
23,918
– – 0.04% 177
2020
Q2 		$1.89M Buy
23,918
+100
+0.4% +$7.25K 0.04% 168
2020
Q1 		$1.45M Sell
23,818
-390
-2% -$28.4K 0.04% 154
2019
Q4 		$1.85M Buy
24,208
+4,418
+22% +$324K 0.05% 157
2019
Q3 		$1.4M Sell
19,790
-2,580
-12% -$185K 0.04% 166
2019
Q2 		$1.59M Sell
22,370
-490
-2% -$34.1K 0.05% 152
2019
Q1 		$1.55M Buy
22,860
+340
+2% +$21.8K 0.05% 151
2018
Q4 		$1.28M Sell
22,520
-530
-2% -$32.2K 0.05% 155
2018
Q3 		$1.56M Sell
23,050
-490
-2% -$32.6K 0.05% 150
2018
Q2 		$1.49M Buy
23,540
+120
+0.5% +$7.55K 0.06% 141
2018
Q1 		$1.44M Sell
23,420
-120
-0.5% -$7.49K 0.06% 146
2017
Q4 		$1.42M Buy
23,540
+430
+2% +$25.3K 0.06% 148
2017
Q3 		$1.31M Buy
23,110
+560
+2% +$30.7K 0.06% 150
2017
Q2 		$1.22M Buy
22,550
+1,780
+9% +$94.7K 0.05% 153
2017
Q1 		$1.08M Buy
20,770
+1,308
+7% +$66.8K 0.05% 158
2016
Q4 		$948K Sell
19,462
-2,700
-12% -$130K 0.05% 157
2016
Q3 		$1.08M Sell
22,162
-640
-3% -$31K 0.06% 142
2016
Q2 		$1.07M Buy
22,802
+1,000
+5% +$46.3K 0.06% 140
2016
Q1 		$1M Hold
21,802
– – 0.06% 139
2015
Q4 		$922K Sell
21,802
-700
-3% -$32.5K 0.06% 144
2015
Q3 		$997K Buy
22,502
+3,140
+16% +$149K 0.07% 141
2015
Q2 		$938K Buy
19,362
+7,492
+63% +$370K 0.06% 157
2015
Q1 		$581K Sell
11,870
-3,400
-22% -$162K 0.04% 191
2014
Q4 		$712K Sell
15,270
-220
-1% -$9.95K 0.05% 176
2014
Q3 		$684K Sell
15,490
-1,200
-7% -$53.6K 0.05% 171
2014
Q2 		$747K Buy
16,690
+1,090
+7% +$46.8K 0.05% 165
2014
Q1 		$669K Buy
+15,600
New +$664K 0.05% 170
2013
Q4 		– Sell
-16,340
Closed -$639K – 241
2013
Q3 		$639K Buy
16,340
+6,340
+63% +$242K 0.07% 151
2013
Q2 		$359K Buy
+10,000
New +$357K 0.05% 178

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
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

Rathbones Group's IWP Position: Q2 2026 in Review

Rathbones Group increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.38% in Q2 2026, buying an estimated $9.79K and bringing the position to 18,626 shares worth $2.73M. The position accounts for 0.01% of the portfolio, ranked #278.

Rathbones Group first reported a position in IWP in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.01M in Q3 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Rathbones Group held 18,626 shares of iShares Russell Mid-Cap Growth ETF worth $2.73M as of Q2 2026.
  • Rathbones Group bought 71 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $9.79K.
  • iShares Russell Mid-Cap Growth ETF made up 0.01% of Rathbones Group's portfolio in Q2 2026, its #278 holding.
  • Rathbones Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • Rathbones Group's iShares Russell Mid-Cap Growth ETF position peaked at $3.01M in Q3 2025.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Rathbones Group's 13F filing for Q2 2026, filed 23 Jul 2026.