Sanibel Captiva Trust Company’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Sanibel Captiva Trust Company’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	$468K	Buy	3,197 +571	+22%	+$78.7K	0.01%	340
2026 Q1	$336K	Buy	2,626 +33	+1%	+$4.46K	0.01%	368
2025 Q4	$355K	Sell	2,593 -507	-16%	-$70.9K	0.01%	339
2025 Q3	$441K	Hold	3,100	–	–	0.01%	308
2025 Q2	$430K	Sell	3,100 -70	-2%	-$8.86K	0.01%	301
2025 Q1	$372K	Hold	3,170	–	–	0.01%	305
2024 Q4	$402K	Sell	3,170 -390	-11%	-$49.6K	0.01%	302
2024 Q3	$418K	Hold	3,560	–	–	0.01%	292
2024 Q2	$393K	Hold	3,560	–	–	0.01%	287
2024 Q1	$406K	Hold	3,560	–	–	0.01%	283
2023 Q4	$372K	Buy	+3,560	New	+$337K	0.01%	276

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

Sanibel Captiva Trust Company's IWP Position: Q2 2026 in Review

Sanibel Captiva Trust Company increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 22% in Q2 2026, buying an estimated $78.7K and bringing the position to 3,197 shares worth $468K. The position accounts for 0.01% of the portfolio, ranked #340.

Sanibel Captiva Trust Company first reported a position in IWP in Q4 2023 and has held it in 11 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Sanibel Captiva Trust Company held 3,197 shares of iShares Russell Mid-Cap Growth ETF worth $468K as of Q2 2026.
Sanibel Captiva Trust Company bought 571 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $78.7K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #340 holding.
Sanibel Captiva Trust Company first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.