SEI Investments’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

SEI Investments’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	$308K	Buy	+2,106	New	+$290K	﹤0.01%	2853
2020 Q3	–	Sell	-34,696	Closed	-$2.74M	–	2456
2020 Q2	$2.74M	Sell	34,696 -15,124	-30%	-$1.1M	0.01%	1127
2020 Q1	$3.03M	Sell	49,820 -1,112	-2%	-$81K	0.01%	968
2019 Q4	$3.88M	Buy	50,932 +392	+0.8%	+$28.7K	0.01%	1041
2019 Q3	$6.96M	Buy	50,540 +34,576	+217%	+$2.48M	0.02%	776
2019 Q2	$1.14M	Sell	15,964 -32,618	-67%	-$2.27M	﹤0.01%	1556
2019 Q1	$3.3M	Buy	48,582 +3,376	+7%	+$217K	0.01%	1100
2018 Q4	$2.57M	Buy	45,206 +8,526	+23%	+$519K	0.01%	1205
2018 Q3	$2.49M	Sell	36,680 -46,092	-56%	-$3.06M	0.01%	1189
2018 Q2	$5.25M	Buy	82,772 +80,916	+4,360%	+$5.09M	0.02%	900
2018 Q1	$114K	Sell	1,856 -2,610	-58%	-$163K	﹤0.01%	2090
2017 Q4	$269K	Buy	4,466 +2,834	+174%	+$167K	﹤0.01%	1828
2017 Q3	$92K	Buy	1,632 +428	+36%	+$23.5K	﹤0.01%	2100
2017 Q2	$65K	Sell	1,204 -168	-12%	-$8.94K	﹤0.01%	2183
2017 Q1	$71K	Buy	1,372 +126	+10%	+$6.43K	﹤0.01%	2041
2016 Q4	$61K	Buy	1,246 +228	+22%	+$11K	﹤0.01%	2099
2016 Q3	$50K	Buy	1,018 +358	+54%	+$17.4K	﹤0.01%	2063
2016 Q2	$31K	Buy	660 +260	+65%	+$12K	﹤0.01%	2053
2016 Q1	$18K	Sell	400 -32	-7%	-$1.38K	﹤0.01%	2074
2015 Q4	$20K	Buy	+432	New	+$20.1K	﹤0.01%	2101

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

SEI Investments's IWP Position: Q2 2026 in Review

SEI Investments opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 2,106 shares worth $308K. The stake represents ﹤0.01% of the portfolio and ranks #2853 among its holdings. This is a return to the name: SEI Investments previously reported a position in IWP as recently as Q2 2020.

SEI Investments first reported a position in IWP in Q4 2015 and has held it in 20 quarters since. The position peaked at $6.96M in Q3 2019. 1,220 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

SEI Investments held 2,106 shares of iShares Russell Mid-Cap Growth ETF worth $308K as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new SEI Investments position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #2853 holding.
SEI Investments first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2015 and has held it in 20 quarters since.
SEI Investments's iShares Russell Mid-Cap Growth ETF position peaked at $6.96M in Q3 2019.
1,220 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.