Rossmore Private Capital’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Rossmore Private Capital’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	$1.8M	Hold	12,312	–	–	0.15%	107
2026 Q1	$1.58M	Hold	12,312	–	–	0.14%	111
2025 Q4	$1.69M	Buy	12,312 +6,884	+127%	+$962K	0.15%	106
2025 Q3	$773K	Hold	5,428	–	–	0.08%	155
2025 Q2	$753K	Hold	5,428	–	–	0.09%	156
2025 Q1	$638K	Hold	5,428	–	–	0.08%	159
2024 Q4	$688K	Hold	5,428	–	–	0.09%	151
2024 Q3	$637K	Hold	5,428	–	–	0.08%	155
2024 Q2	$599K	Buy	5,428 +24	+0.4%	+$2.64K	0.08%	155
2024 Q1	$617K	Sell	5,404 -230	-4%	-$24.9K	0.08%	152
2023 Q4	$589K	Hold	5,634	–	–	0.08%	150
2023 Q3	$515K	Hold	5,634	–	–	0.08%	149
2023 Q2	$544K	Hold	5,634	–	–	0.08%	150
2023 Q1	$513K	Hold	5,634	–	–	0.08%	155
2022 Q4	$471K	Hold	5,634	–	–	0.08%	159
2022 Q3	$442K	Sell	5,634 -2,121	-27%	-$183K	0.08%	158
2022 Q2	$614K	Buy	7,755 +2,084	+37%	+$181K	0.11%	142
2022 Q1	$570K	Sell	5,671 -37	-0.6%	-$3.69K	0.09%	151
2021 Q4	$658K	Buy	5,708 +74	+1%	+$8.63K	0.1%	143
2021 Q3	$631K	Hold	5,634	–	–	0.11%	142
2021 Q2	$638K	Hold	5,634	–	–	0.11%	142
2021 Q1	$575K	Hold	5,634	–	–	0.11%	140
2020 Q4	$578K	Sell	5,634 -404	-7%	-$38.4K	0.12%	130
2020 Q3	$517K	Sell	6,038 -60	-1%	-$5.06K	0.12%	121
2020 Q2	$482K	Hold	6,098	–	–	0.13%	115
2020 Q1	$371K	Sell	6,098 -810	-12%	-$59K	0.13%	117
2019 Q4	$527K	Sell	6,908 -126	-2%	-$9.24K	0.16%	88
2019 Q3	$497K	Hold	7,034	–	–	0.17%	89
2019 Q2	$501K	Hold	7,034	–	–	0.18%	83
2019 Q1	$477K	Hold	7,034	–	–	0.18%	88
2018 Q4	$400K	Hold	7,034	–	–	0.17%	89
2018 Q3	$477K	Hold	7,034	–	–	0.19%	81
2018 Q2	$446K	Hold	7,034	–	–	0.29%	64
2018 Q1	$432K	Buy	+7,034	New	+$439K	0.44%	53

Other funds holding IWP

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

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Rossmore Private Capital's IWP Position: Q2 2026 in Review

Rossmore Private Capital held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 12,312 shares worth $1.8M. The position accounts for 0.15% of the portfolio, ranked #107.

Rossmore Private Capital first reported a position in IWP in Q1 2018 and has held it in 34 quarters since. 567 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Rossmore Private Capital held 12,312 shares of iShares Russell Mid-Cap Growth ETF worth $1.8M as of Q2 2026.
Rossmore Private Capital left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.15% of Rossmore Private Capital's portfolio in Q2 2026, its #107 holding.
Rossmore Private Capital first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2018 and has held it in 34 quarters since.
567 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.