Simon Quick Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Simon Quick Advisors’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	$490K	Sell	3,349 -159	-5%	-$21.9K	0.02%	271
2026 Q1	$449K	Hold	3,508	–	–	0.02%	257
2025 Q4	$480K	Hold	3,508	–	–	0.02%	255
2025 Q3	$500K	Buy	+3,508	New	+$496K	0.02%	270
2023 Q4	–	Sell	-8,807	Closed	-$805K	–	359
2023 Q3	$805K	Hold	8,807	–	–	0.08%	125
2023 Q2	$851K	Buy	8,807 +8	+0.1%	+$729	0.08%	112
2023 Q1	$801K	Buy	8,799 +14	+0.2%	+$1.25K	0.09%	112
2022 Q4	$734K	Buy	8,785 +25	+0.3%	+$2.1K	0.09%	107
2022 Q3	$687K	Sell	8,760 -883	-9%	-$76K	0.1%	98
2022 Q2	$877K	Buy	9,643 +13	+0.1%	+$1.13K	0.11%	92
2022 Q1	$968K	Buy	9,630 +13	+0.1%	+$1.29K	0.27%	41
2021 Q4	$1.11M	Buy	9,617 +8	+0.1%	+$933	0.3%	43
2021 Q3	$1.08M	Buy	9,609 +11	+0.1%	+$1.26K	0.28%	43
2021 Q2	$1.09M	Sell	9,598 -137	-1%	-$14.6K	0.29%	42
2021 Q1	$993K	Sell	9,735 -327	-3%	-$34.2K	0.29%	38
2020 Q4	$1.03M	Buy	10,062 +4,850	+93%	+$462K	0.31%	38
2020 Q3	$451K	Buy	5,212 +6	+0.1%	+$506	0.13%	52
2020 Q2	$412K	Sell	5,206 -24	-0.5%	-$1.74K	0.16%	50
2020 Q1	$318K	Sell	5,230 -834	-14%	-$60.8K	0.12%	57
2019 Q4	$463K	Buy	6,064 +726	+14%	+$53.2K	0.17%	54
2019 Q3	$377K	Sell	5,338 -50,546	-90%	-$3.63M	0.17%	44
2019 Q2	$3.98M	Buy	55,884 +14	+0%	+$974	2.02%	15
2019 Q1	$3.79M	Buy	55,870 +96	+0.2%	+$6.16K	1.58%	16
2018 Q4	$3.17M	Sell	55,774 -65,168	-54%	-$3.96M	1.15%	19
2018 Q3	$8.2M	Sell	120,942 -7,032	-5%	-$467K	3.31%	12
2018 Q2	$8.11M	Sell	127,974 -48,848	-28%	-$3.07M	3.44%	12
2018 Q1	$10.9M	Buy	176,822 +121,906	+222%	+$7.61M	4.55%	7
2017 Q4	$3.5M	Sell	54,916 -19,050	-26%	-$1.12M	1.56%	15
2017 Q3	$4.19M	Buy	73,966 +3,918	+6%	+$215K	1.52%	16
2017 Q2	$3.79M	Buy	70,048 +61,492	+719%	+$3.27M	2.14%	13
2017 Q1	$444K	Buy	8,556 +3,550	+71%	+$181K	0.26%	48
2016 Q4	$244K	Buy	+5,006	New	+$241K	0.18%	82

Other funds holding IWP

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

ZBNA

Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Simon Quick Advisors's IWP Position: Q2 2026 in Review

Simon Quick Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 4.5% in Q2 2026, selling an estimated $21.9K and leaving 3,349 shares worth $490K. The position accounts for 0.02% of the portfolio, ranked #271.

Simon Quick Advisors first reported a position in IWP in Q4 2016 and has held it in 32 quarters since. The position peaked at $10.9M in Q1 2018. 591 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Simon Quick Advisors held 3,349 shares of iShares Russell Mid-Cap Growth ETF worth $490K as of Q2 2026.
Simon Quick Advisors sold 159 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $21.9K.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Simon Quick Advisors's portfolio in Q2 2026, its #271 holding.
Simon Quick Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2016 and has held it in 32 quarters since.
Simon Quick Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $10.9M in Q1 2018.
591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.