Roman Butler Fullerton & Co’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Roman Butler Fullerton & Co’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	$231K	Sell	1,643 -155	-9%	-$21.4K	0.06%	269
2026 Q1	$239K	Hold	1,798	–	–	0.07%	248
2025 Q4	$253K	Buy	1,798 +2	+0.1%	+$280	0.07%	243
2025 Q3	$256K	Buy	1,796 +1	+0.1%	+$141	0.07%	229
2025 Q2	$255K	Buy	1,795 +2	+0.1%	+$253	0.08%	213
2025 Q1	$205K	Buy	1,793 +1	+0.1%	+$129	0.08%	212
2024 Q4	$238K	Buy	1,792 +1	+0.1%	+$127	0.08%	208
2024 Q3	$217K	Sell	1,791 -102	-5%	-$11.4K	0.07%	235
2024 Q2	$210K	Buy	1,893 +2	+0.1%	+$220	0.07%	220
2024 Q1	$202K	Sell	1,891 -249	-12%	-$26.9K	0.08%	211
2023 Q4	$224K	Buy	+2,140	New	+$203K	0.09%	192
2023 Q3	–	Sell	-2,222	Closed	-$223K	–	190
2023 Q2	$223K	Buy	+2,222	New	+$202K	0.1%	177
2023 Q1	–	Sell	-4,930	Closed	-$435K	–	200
2022 Q4	$435K	Buy	+4,930	New	+$415K	0.23%	120
2022 Q2	–	Sell	-2,387	Closed	-$240K	–	186
2022 Q1	$240K	Sell	2,387 -282	-11%	-$28.1K	0.11%	177
2021 Q4	$307K	Sell	2,669 -1,140	-30%	-$133K	0.14%	150
2021 Q3	$449K	Buy	3,809 +2	+0.1%	+$230	0.21%	119
2021 Q2	$431K	Buy	3,807 +1	+0%	+$107	0.21%	123
2021 Q1	$414K	Buy	3,806 +1,029	+37%	+$108K	0.21%	126
2020 Q4	$285K	Buy	2,777 +1	+0%	+$95	0.17%	134
2020 Q3	$240K	Sell	2,776 -200	-7%	-$16.9K	0.16%	140
2020 Q2	$235K	Buy	+2,976	New	+$216K	0.17%	138
2020 Q1	–	Sell	-3,892	Closed	-$297K	–	154
2019 Q4	$297K	Buy	3,892 +3,056	+366%	+$224K	0.2%	137
2019 Q3	$295K	Sell	836 -3,100	-79%	-$223K	0.2%	138
2019 Q2	$2.89M	Buy	3,936 +44	+1%	+$3.06K	1.94%	10
2019 Q1	$264K	Sell	3,892 -84	-2%	-$5.39K	0.18%	152
2018 Q4	$238K	Buy	+3,976	New	+$242K	0.2%	141

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

Roman Butler Fullerton & Co's IWP Position: Q2 2026 in Review

Roman Butler Fullerton & Co reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 8.6% in Q2 2026, selling an estimated $21.4K and leaving 1,643 shares worth $231K. The position accounts for 0.06% of the portfolio, ranked #269.

Roman Butler Fullerton & Co first reported a position in IWP in Q4 2018 and has held it in 26 quarters since. The position peaked at $2.89M in Q2 2019. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Roman Butler Fullerton & Co held 1,643 shares of iShares Russell Mid-Cap Growth ETF worth $231K as of Q2 2026.
Roman Butler Fullerton & Co sold 155 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $21.4K.
iShares Russell Mid-Cap Growth ETF made up 0.06% of Roman Butler Fullerton & Co's portfolio in Q2 2026, its #269 holding.
Roman Butler Fullerton & Co first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and has held it in 26 quarters since.
Roman Butler Fullerton & Co's iShares Russell Mid-Cap Growth ETF position peaked at $2.89M in Q2 2019.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q2 2026, filed 6 Aug 2026.