Split Rock Private Trading & Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Split Rock Private Trading & Wealth Management’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	$245K	Buy	1,670 +90	+6%	+$12.4K	0.17%	41
2026 Q1	$202K	Buy	1,580 +15	+1%	+$2.03K	0.16%	43
2025 Q4	$214K	Buy	+1,565	New	+$219K	0.17%	33

Other funds holding IWP

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

PMFA

Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 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

Split Rock Private Trading & Wealth Management's IWP Position: Q2 2026 in Review

Split Rock Private Trading & Wealth Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 5.7% in Q2 2026, buying an estimated $12.4K and bringing the position to 1,670 shares worth $245K. The position accounts for 0.17% of the portfolio, ranked #41.

Split Rock Private Trading & Wealth Management first reported a position in IWP in Q4 2025 and has held it in 3 quarters since. 763 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Split Rock Private Trading & Wealth Management held 1,670 shares of iShares Russell Mid-Cap Growth ETF worth $245K as of Q2 2026.
Split Rock Private Trading & Wealth Management bought 90 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $12.4K.
iShares Russell Mid-Cap Growth ETF made up 0.17% of Split Rock Private Trading & Wealth Management's portfolio in Q2 2026, its #41 holding.
Split Rock Private Trading & Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
763 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Split Rock Private Trading & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.