Robertson Stephens Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Robertson Stephens Wealth 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	$3.94M	Sell	26,910 -109	-0.4%	-$15K	0.1%	140
2026 Q1	$3.46M	Sell	27,019 -233	-0.9%	-$31.5K	0.1%	150
2025 Q4	$3.73M	Sell	27,252 -241	-0.9%	-$33.7K	0.1%	145
2025 Q3	$3.92M	Hold	27,493	–	–	0.12%	124
2025 Q2	$3.81M	Sell	27,493 -365	-1%	-$46.2K	0.12%	125
2025 Q1	$3.27M	Sell	27,858 -124	-0.4%	-$15.9K	0.11%	146
2024 Q4	$3.55M	Buy	27,982 +582	+2%	+$74K	0.13%	145
2024 Q3	$3.21M	Buy	27,400 +20,535	+299%	+$2.3M	0.12%	149
2024 Q2	$758K	Sell	6,865 -107	-2%	-$11.8K	0.04%	268
2024 Q1	$796K	Buy	6,972 +107	+2%	+$11.6K	0.04%	272
2023 Q4	$717K	Hold	6,865	–	–	0.04%	259
2023 Q3	$628K	Sell	6,865 -900	-12%	-$86K	0.04%	267
2023 Q2	$750K	Sell	7,765 -7,400	-49%	-$674K	0.05%	223
2023 Q1	$1.38M	Sell	15,165 -1,058	-7%	-$94.4K	0.11%	163
2022 Q4	$1.36M	Sell	16,223 -1,750	-10%	-$147K	0.13%	149
2022 Q3	$1.41M	Sell	17,973 -2,900	-14%	-$250K	0.15%	121
2022 Q2	$1.65M	Sell	20,873 -3,364	-14%	-$293K	0.16%	117
2022 Q1	$2.44M	Sell	24,237 -8,339	-26%	-$831K	0.2%	94
2021 Q4	$3.75M	Buy	32,576 +29,756	+1,055%	+$3.47M	0.32%	71
2021 Q3	$316K	Sell	2,820 -167	-6%	-$19.2K	0.04%	252
2021 Q2	$338K	Buy	2,987 +334	+13%	+$35.7K	0.04%	250
2021 Q1	$270K	Hold	2,653	–	–	0.04%	247
2020 Q4	$272K	Buy	2,653 +1	+0%	+$95	0.06%	205
2020 Q3	$229K	Buy	2,652 +2	+0.1%	+$169	0.06%	210
2020 Q2	$209K	Buy	+2,650	New	+$192K	0.06%	179
2020 Q1	–	Sell	-2,646	Closed	-$201K	–	186
2019 Q4	$201K	Buy	+2,646	New	+$194K	0.1%	104

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

Robertson Stephens Wealth Management's IWP Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.4% in Q2 2026, selling an estimated $15K and leaving 26,910 shares worth $3.94M. The position accounts for 0.1% of the portfolio, ranked #140.

Robertson Stephens Wealth Management first reported a position in IWP in Q4 2019 and has held it in 26 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Robertson Stephens Wealth Management held 26,910 shares of iShares Russell Mid-Cap Growth ETF worth $3.94M as of Q2 2026.
Robertson Stephens Wealth Management sold 109 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $15K.
iShares Russell Mid-Cap Growth ETF made up 0.1% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #140 holding.
Robertson Stephens Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 26 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.