Smithfield Trust’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Smithfield Trust’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	$176K	Hold	1,197	–	–	0.01%	393
2026 Q1	$153K	Hold	1,197	–	–	0.01%	415
2025 Q4	$163K	Hold	1,197	–	–	0.01%	392
2025 Q3	$170K	Sell	1,197 -1,298	-52%	-$183K	0.01%	371
2025 Q2	$347K	Hold	2,495	–	–	0.02%	268
2025 Q1	$293K	Hold	2,495	–	–	0.01%	273
2024 Q4	$316K	Hold	2,495	–	–	0.02%	270
2024 Q3	$293K	Hold	2,495	–	–	0.01%	288
2024 Q2	$276K	Hold	2,495	–	–	0.01%	272
2024 Q1	$286K	Hold	2,495	–	–	0.02%	272
2023 Q4	$261K	Buy	2,495 +151	+6%	+$14.3K	0.01%	281
2023 Q3	$214K	Sell	2,344 -800	-25%	-$76.5K	0.01%	287
2023 Q2	$304K	Buy	3,144 +800	+34%	+$72.9K	0.02%	247
2023 Q1	$214K	Hold	2,344	–	–	0.01%	287
2022 Q4	$196K	Sell	2,344 -48	-2%	-$4.04K	0.01%	291
2022 Q3	$187K	Hold	2,392	–	–	0.01%	286
2022 Q2	$190K	Sell	2,392 -306	-11%	-$26.6K	0.01%	291
2022 Q1	$272K	Sell	2,698 -34	-1%	-$3.39K	0.02%	261
2021 Q4	$314K	Sell	2,732 -225	-8%	-$26.2K	0.02%	256
2021 Q3	$331K	Hold	2,957	–	–	0.02%	232
2021 Q2	$335K	Hold	2,957	–	–	0.02%	231
2021 Q1	$302K	Sell	2,957 -457	-13%	-$47.8K	0.02%	245
2020 Q4	$350K	Sell	3,414 -250	-7%	-$23.8K	0.03%	220
2020 Q3	$317K	Hold	3,664	–	–	0.03%	218
2020 Q2	$290K	Sell	3,664 -758	-17%	-$55K	0.03%	222
2020 Q1	$269K	Hold	4,422	–	–	0.03%	194
2019 Q4	$337K	Hold	4,422	–	–	0.03%	202
2019 Q3	$313K	Hold	4,422	–	–	0.03%	208
2019 Q2	$315K	Hold	4,422	–	–	0.03%	206
2019 Q1	$300K	Hold	4,422	–	–	0.03%	196
2018 Q4	$251K	Hold	4,422	–	–	0.03%	197
2018 Q3	$300K	Buy	4,422 +758	+21%	+$50.4K	0.03%	208
2018 Q2	$232K	Buy	3,664 +982	+37%	+$61.8K	0.03%	255
2018 Q1	$165K	Sell	2,682 -982	-27%	-$61.3K	0.02%	310
2017 Q4	$221K	Buy	3,664 +982	+37%	+$57.7K	0.03%	260
2017 Q3	$152K	Hold	2,682	–	–	0.02%	328
2017 Q2	$145K	Hold	2,682	–	–	0.02%	351
2017 Q1	$139K	Hold	2,682	–	–	0.02%	348
2016 Q4	$131K	Hold	2,682	–	–	0.02%	363
2016 Q3	$131K	Hold	2,682	–	–	0.02%	346
2016 Q2	$125K	Hold	2,682	–	–	0.02%	347
2016 Q1	$124K	Hold	2,682	–	–	0.02%	347
2015 Q4	$123K	Hold	2,682	–	–	0.03%	348
2015 Q3	$119K	Hold	2,682	–	–	0.03%	339
2015 Q2	$130K	Hold	2,682	–	–	0.03%	347
2015 Q1	$131K	Hold	2,682	–	–	0.03%	362
2014 Q4	$125K	Hold	2,682	–	–	0.03%	361
2014 Q3	$118K	Hold	2,682	–	–	0.02%	371
2014 Q2	$120K	Hold	2,682	–	–	0.02%	415
2014 Q1	$115K	Hold	2,682	–	–	0.02%	426
2013 Q4	$113K	Buy	+2,682	New	+$108K	0.02%	417

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

Smithfield Trust's IWP Position: Q2 2026 in Review

Smithfield Trust held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 1,197 shares worth $176K. The position accounts for 0.01% of the portfolio, ranked #393.

Smithfield Trust first reported a position in IWP in Q4 2013 and has held it in 51 quarters since. The position peaked at $350K in Q4 2020. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Smithfield Trust held 1,197 shares of iShares Russell Mid-Cap Growth ETF worth $176K as of Q2 2026.
Smithfield Trust left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Smithfield Trust's portfolio in Q2 2026, its #393 holding.
Smithfield Trust first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2013 and has held it in 51 quarters since.
Smithfield Trust's iShares Russell Mid-Cap Growth ETF position peaked at $350K in Q4 2020.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Smithfield Trust's 13F filing for Q2 2026, filed 5 Aug 2026.