Rockland Trust’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Rockland Trust’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	$801K	Sell	5,468 -22	-0.4%	-$3.03K	0.03%	180
2026 Q1	$703K	Buy	5,490 +180	+3%	+$24.4K	0.03%	188
2025 Q4	$727K	Sell	5,310 -108	-2%	-$15.1K	0.03%	183
2025 Q3	$772K	Buy	5,418 +147	+3%	+$20.8K	0.03%	179
2025 Q2	$731K	Sell	5,271 -274	-5%	-$34.7K	0.04%	157
2025 Q1	$651K	Sell	5,545 -1,338	-19%	-$172K	0.03%	165
2024 Q4	$872K	Buy	6,883 +13	+0.2%	+$1.65K	0.04%	147
2024 Q3	$806K	Buy	6,870 +700	+11%	+$78.3K	0.04%	152
2024 Q2	$681K	Sell	6,170 -212	-3%	-$23.3K	0.04%	173
2024 Q1	$728K	Sell	6,382 -228	-3%	-$24.7K	0.04%	166
2023 Q4	$690K	Sell	6,610 -300	-4%	-$28.4K	0.04%	174
2023 Q3	$631K	Sell	6,910 -575	-8%	-$55K	0.04%	175
2023 Q2	$723K	Sell	7,485 -1,762	-19%	-$161K	0.04%	165
2023 Q1	$842K	Sell	9,247 -23,240	-72%	-$2.07M	0.05%	151
2022 Q4	$2.72M	Buy	32,487 +26,852	+477%	+$2.26M	0.17%	92
2022 Q3	$442K	Sell	5,635 -342	-6%	-$29.4K	0.03%	186
2022 Q2	$473K	Buy	5,977 +104	+2%	+$9.06K	0.03%	192
2022 Q1	$590K	Buy	5,873 +37	+0.6%	+$3.69K	0.04%	190
2021 Q4	$672K	Sell	5,836 -661	-10%	-$77.1K	0.04%	181
2021 Q3	$728K	Sell	6,497 -1,757	-21%	-$202K	0.05%	166
2021 Q2	$934K	Sell	8,254 -908	-10%	-$97K	0.06%	148
2021 Q1	$935K	Sell	9,162 -1,228	-12%	-$128K	0.07%	144
2020 Q4	$1.07M	Sell	10,390 -220	-2%	-$20.9K	0.08%	132
2020 Q3	$917K	Sell	10,610 -1,646	-13%	-$139K	0.08%	137
2020 Q2	$969K	Sell	12,256 -6,156	-33%	-$446K	0.09%	129
2020 Q1	$1.12M	Buy	18,412 +1,186	+7%	+$86.4K	0.11%	104
2019 Q4	$1.31M	Buy	17,226 +1,930	+13%	+$141K	0.11%	117
2019 Q3	$1.06M	Buy	15,296 +4,140	+37%	+$298K	0.1%	132
2019 Q2	$795K	Hold	11,156	–	–	0.08%	144
2019 Q1	$757K	Sell	11,156 -1,080	-9%	-$69.3K	0.08%	143
2018 Q4	$696K	Sell	12,236 -986	-7%	-$60K	0.09%	143
2018 Q3	$896K	Sell	13,222 -624	-5%	-$41.5K	0.11%	114
2018 Q2	$877K	Sell	13,846 -200	-1%	-$12.6K	0.11%	113
2018 Q1	$863K	Sell	14,046 -370	-3%	-$23.1K	0.11%	112
2017 Q4	$870K	Sell	14,416 -676	-4%	-$39.7K	0.11%	108
2017 Q3	$854K	Sell	15,092 -228	-1%	-$12.5K	0.13%	98
2017 Q2	$828K	Sell	15,320 -750	-5%	-$39.9K	0.13%	98
2017 Q1	$834K	Sell	16,070 -1,472	-8%	-$75.2K	0.13%	91
2016 Q4	$854K	Sell	17,542 -902	-5%	-$43.5K	0.14%	91
2016 Q3	$898K	Buy	18,444 +3,268	+22%	+$158K	0.16%	85
2016 Q2	$710K	Hold	15,176	–	–	0.12%	92
2016 Q1	$699K	Hold	15,176	–	–	0.13%	91
2015 Q4	$697K	Buy	15,176 +5,826	+62%	+$271K	0.12%	91
2015 Q3	$414K	Buy	9,350 +150	+2%	+$7.11K	0.08%	108
2015 Q2	$446K	Buy	9,200 +2,328	+34%	+$115K	0.09%	99
2015 Q1	$336K	Buy	6,872 +1,872	+37%	+$89.3K	0.07%	108
2014 Q4	$233K	Hold	5,000	–	–	0.05%	132
2014 Q3	$221K	Hold	5,000	–	–	0.05%	118
2014 Q2	$224K	Hold	5,000	–	–	0.05%	113
2014 Q1	$215K	Hold	5,000	–	–	0.05%	118
2013 Q4	$211K	Buy	+5,000	New	+$202K	0.05%	123

Other funds holding IWP

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

ZBNA

Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Rockland Trust's IWP Position: Q2 2026 in Review

Rockland Trust reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.4% in Q2 2026, selling an estimated $3.03K and leaving 5,468 shares worth $801K. The position accounts for 0.03% of the portfolio, ranked #180.

Rockland Trust first reported a position in IWP in Q4 2013 and has held it in 51 quarters since. The position peaked at $2.72M in Q4 2022. 622 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Rockland Trust held 5,468 shares of iShares Russell Mid-Cap Growth ETF worth $801K as of Q2 2026.
Rockland Trust sold 22 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $3.03K.
iShares Russell Mid-Cap Growth ETF made up 0.03% of Rockland Trust's portfolio in Q2 2026, its #180 holding.
Rockland Trust first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2013 and has held it in 51 quarters since.
Rockland Trust's iShares Russell Mid-Cap Growth ETF position peaked at $2.72M in Q4 2022.
622 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.