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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
Q2 		$6.47M Buy
44,239
+4,181
+10% +$576K 0.02% 360
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
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

Savant Capital's IWP Position: Q2 2026 in Review

Savant Capital increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 10% in Q2 2026, buying an estimated $576K and bringing the position to 44,239 shares worth $6.47M. The position accounts for 0.02% of the portfolio, ranked #360.

Savant Capital first reported a position in IWP in Q4 2020 and has held it in 23 quarters since. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Savant Capital held 44,239 shares of iShares Russell Mid-Cap Growth ETF worth $6.47M as of Q2 2026.
  • Savant Capital bought 4,181 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $576K.
  • iShares Russell Mid-Cap Growth ETF made up 0.02% of Savant Capital's portfolio in Q2 2026, its #360 holding.
  • Savant Capital first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.