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

Scotia 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	$288K	Buy	1,965 +25	+1%	+$3.45K	﹤0.01%	788
2026 Q1	$249K	Hold	1,940	–	–	﹤0.01%	809
2025 Q4	$266K	Hold	1,940	–	–	﹤0.01%	775
2025 Q3	$276K	Hold	1,940	–	–	﹤0.01%	775
2025 Q2	$269K	Hold	1,940	–	–	﹤0.01%	740
2025 Q1	$228K	Hold	1,940	–	–	﹤0.01%	759
2024 Q4	$246K	Hold	1,940	–	–	﹤0.01%	747
2024 Q3	$228K	Hold	1,940	–	–	﹤0.01%	751
2024 Q2	$214K	Hold	1,940	–	–	﹤0.01%	751
2024 Q1	$221K	Sell	1,940 -104	-5%	-$11.3K	﹤0.01%	749
2023 Q4	$214K	Buy	+2,044	New	+$194K	﹤0.01%	733
2023 Q3	–	Sell	-2,544	Closed	-$246K	–	798
2023 Q2	$246K	Hold	2,544	–	–	﹤0.01%	693
2023 Q1	$232K	Buy	2,544 +56	+2%	+$5K	﹤0.01%	690
2022 Q4	$208K	Sell	2,488 -88	-3%	-$7.41K	﹤0.01%	709
2022 Q3	$202K	Hold	2,576	–	–	﹤0.01%	708
2022 Q2	$204K	Buy	+2,576	New	+$224K	﹤0.01%	731
2019 Q3	–	Sell	-4,754	Closed	-$339K	–	757
2019 Q2	$339K	Hold	4,754	–	–	﹤0.01%	584
2019 Q1	$322K	Hold	4,754	–	–	﹤0.01%	571
2018 Q4	$270K	Hold	4,754	–	–	﹤0.01%	560
2018 Q3	$322K	Buy	+4,754	New	+$316K	﹤0.01%	602

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

Scotia Capital's IWP Position: Q2 2026 in Review

Scotia Capital increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.3% in Q2 2026, buying an estimated $3.45K and bringing the position to 1,965 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #788.

Scotia Capital first reported a position in IWP in Q3 2018 and has held it in 20 quarters since. The position peaked at $339K in Q2 2019. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Scotia Capital held 1,965 shares of iShares Russell Mid-Cap Growth ETF worth $288K as of Q2 2026.
Scotia Capital bought 25 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $3.45K.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Scotia Capital's portfolio in Q2 2026, its #788 holding.
Scotia Capital first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2018 and has held it in 20 quarters since.
Scotia Capital's iShares Russell Mid-Cap Growth ETF position peaked at $339K in Q2 2019.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Scotia Capital's 13F filing for Q2 2026, filed 11 Aug 2026.