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 Q3	$526K	Buy	3,823 +1,717	+82%	+$241K	﹤0.01%	2615
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	$5.24M	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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Plante Moran Financial Advisors Southfield, Michigan $2.2B AUM 13.29% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.9B AUM 22.61% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

SEI Investments's IWP Position: Q3 2026 in Review

SEI Investments increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 82% in Q3 2026, buying an estimated $241K and bringing the position to 3,823 shares worth $526K. The position accounts for ﹤0.01% of the portfolio, ranked #2615.

SEI Investments first reported a position in IWP in Q4 2015 and has held it in 21 quarters since. The position peaked at $6.96M in Q3 2019. 926 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

SEI Investments held 3,823 shares of iShares Russell Mid-Cap Growth ETF worth $526K as of Q3 2026.
SEI Investments bought 1,717 iShares Russell Mid-Cap Growth ETF shares in Q3 2026, an estimated $241K.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of SEI Investments's portfolio in Q3 2026, its #2615 holding.
SEI Investments first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2015 and has held it in 21 quarters since.
SEI Investments's iShares Russell Mid-Cap Growth ETF position peaked at $6.96M in Q3 2019.
926 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on SEI Investments's 13F filing for Q3 2026, filed 10 Nov 2026.