Rice Partnership’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Rice Partnership’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	–	Sell	-13	Closed	-$1.67K	–	183
2026 Q1	$1.67K	Hold	13	–	–	﹤0.01%	177
2025 Q4	$1.78K	Sell	13 -58	-82%	-$8.11K	﹤0.01%	172
2025 Q3	$10.1K	Buy	71 +49	+223%	+$6.92K	﹤0.01%	172
2025 Q2	$3.05K	Buy	+22	New	+$2.78K	﹤0.01%	163
2025 Q1	–	Sell	-174	Closed	-$22.1K	–	172
2024 Q4	$22.1K	Hold	174	–	–	﹤0.01%	150
2024 Q3	$20.4K	Hold	174	–	–	﹤0.01%	150
2024 Q2	$19.2K	Buy	+174	New	+$19.1K	﹤0.01%	135
2022 Q4	–	Sell	-188	Closed	-$15K	–	117
2022 Q3	$15K	Hold	188	–	–	﹤0.01%	115
2022 Q2	$15K	Hold	188	–	–	0.01%	110
2022 Q1	$19K	Hold	188	–	–	0.01%	123
2021 Q4	$22K	Sell	188 -350	-65%	-$40.8K	0.01%	121
2021 Q3	$60K	Buy	538 +350	+186%	+$40.3K	0.02%	108
2021 Q2	$21K	Hold	188	–	–	0.01%	118
2021 Q1	$19K	Hold	188	–	–	0.01%	105
2020 Q4	$19K	Hold	188	–	–	0.01%	106
2020 Q3	$16K	Hold	188	–	–	0.01%	88
2020 Q2	$15K	Hold	188	–	–	0.01%	80
2020 Q1	$11K	Hold	188	–	–	0.01%	89
2019 Q4	$14K	Hold	188	–	–	0.01%	90
2019 Q3	$13K	Hold	188	–	–	0.01%	94
2019 Q2	$13K	Buy	+188	New	+$13.1K	0.01%	92

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

Rice Partnership's IWP Position: Q2 2026 in Review

Rice Partnership sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026, closing a stake of 13 shares — an estimated $1.67K sold.

Rice Partnership first reported a position in IWP in Q2 2019 and held it in 21 quarters. The position peaked at $60K in Q3 2021. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Rice Partnership reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Rice Partnership sold 13 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.67K.
Rice Partnership first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2019 and held it in 21 quarters.
Rice Partnership's iShares Russell Mid-Cap Growth ETF position peaked at $60K in Q3 2021.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.