Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SC
Savant Capital’s
iShares Russell Mid-Cap Growth ETF
IWP
Stock Holding History
Savant 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
Q1
$5.13M
Sell
40,058
-80
-0.2%
-$10.8K
0.02%
262
2025
Q4
$5.5M
Buy
40,138
+5,194
+15%
+$726K
0.03%
236
2025
Q3
$4.98M
Sell
34,944
-85
-0.2%
-$12K
0.03%
239
2025
Q2
$4.86M
Sell
35,029
-471
-1%
-$59.6K
0.03%
216
2025
Q1
$4.17M
Sell
35,500
-31
-0.1%
-$3.98K
0.04%
214
2024
Q4
$4.5M
Sell
35,531
-5,406
-13%
-$687K
0.04%
251
2024
Q3
$4.8M
Buy
40,937
+11,514
+39%
+$1.29M
0.04%
231
2024
Q2
$3.25M
Buy
29,423
+4,806
+20%
+$528K
0.03%
268
2024
Q1
$2.81M
Sell
24,617
-2,047
-8%
-$221K
0.03%
276
2023
Q4
$2.79M
Sell
26,664
-2,884
-10%
-$273K
0.04%
236
2023
Q3
$2.7M
Buy
29,548
+2,713
+10%
+$259K
0.04%
226
2023
Q2
$2.59M
Buy
26,835
+1,536
+6%
+$140K
0.04%
227
2023
Q1
$2.3M
Buy
25,299
+19,830
+363%
+$1.77M
0.04%
198
2022
Q4
$457K
Sell
5,469
-13,999
-72%
-$1.18M
0.01%
372
2022
Q3
$1.53M
Buy
19,468
+94
+0.5%
+$8.09K
0.05%
183
2022
Q2
$1.53M
Buy
19,374
+296
+2%
+$25.8K
0.05%
181
2022
Q1
$1.92M
Buy
19,078
+42
+0.2%
+$4.18K
0.06%
162
2021
Q4
$2.19M
Buy
19,036
+64
+0.3%
+$7.46K
0.07%
145
2021
Q3
$2.13M
Buy
18,972
+15,945
+527%
+$1.83M
0.08%
137
2021
Q2
$343K
Sell
3,027
-99
-3%
-$10.6K
0.01%
384
2021
Q1
$319K
Buy
3,126
+940
+43%
+$98.3K
0.02%
363
2020
Q4
$224K
Buy
+2,186
New
+$208K
0.01%
401
Other funds holding IWP
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
FCAS
First Command Advisory Services
Fort Worth, Texas
$14.8B AUM
18.11%
1-Year Est. Return
Jones Financial Companies
Des Peres, Missouri
$208B AUM
16.12%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close