Stephens Group Asset Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $82.4M | Buy |
563,017
+12,027
| +2% | +$1.66M | 4.66% | 9 |
|
|
2026
Q1 | $70.6M | Buy |
550,990
+12,394
| +2% | +$1.68M | 4.5% | 10 |
|
|
2025
Q4 | $73.8M | Buy |
538,596
+2,053
| +0.4% | +$287K | 4.93% | 10 |
|
|
2025
Q3 | $76.4M | Buy |
536,543
+7,640
| +1% | +$1.08M | 5.15% | 10 |
|
|
2025
Q2 | $73.3M | Buy |
528,903
+19,822
| +4% | +$2.51M | 5.28% | 10 |
|
|
2025
Q1 | $59.8M | Buy |
509,081
+64,211
| +14% | +$8.25M | 4.82% | 10 |
|
|
2024
Q4 | $56.4M | Sell |
444,870
-1,932
| -0.4% | -$246K | 4.7% | 10 |
|
|
2024
Q3 | $52.4M | Sell |
446,802
-6,806
| -2% | -$761K | 4.38% | 10 |
|
|
2024
Q2 | $50.1M | Sell |
453,608
-2,129
| -0.5% | -$234K | 4.57% | 10 |
|
|
2024
Q1 | $52M | Buy |
455,737
+2,293
| +0.5% | +$248K | 4.75% | 10 |
|
|
2023
Q4 | $47.4M | Sell |
453,444
-20,684
| -4% | -$1.96M | 4.62% | 10 |
|
|
2023
Q3 | $43.3M | Sell |
474,128
-58,565
| -11% | -$5.6M | 4.66% | 10 |
|
|
2023
Q2 | $51.5M | Buy |
532,693
+58,359
| +12% | +$5.32M | 5.05% | 9 |
|
|
2023
Q1 | $43.2M | Sell |
474,334
-9,630
| -2% | -$859K | 4.67% | 11 |
|
|
2022
Q4 | $40.5M | Sell |
483,964
-146
| -0% | -$12.3K | 4.61% | 11 |
|
|
2022
Q3 | $38M | Sell |
484,110
-45
| -0% | -$3.87K | 4.53% | 11 |
|
|
2022
Q2 | $39.5M | Buy |
484,155
+53,214
| +12% | +$4.63M | 4.57% | 11 |
|
|
2022
Q1 | $43.3M | Buy |
430,941
+1,620
| +0.4% | +$161K | 4.35% | 11 |
|
|
2021
Q4 | $49.5M | Sell |
429,321
-54,799
| -11% | -$6.39M | 4.74% | 11 |
|
|
2021
Q3 | $54.3M | Buy |
484,120
+530
| +0.1% | +$61K | 5.61% | 10 |
|
|
2021
Q2 | $54.7M | Sell |
483,590
-129,374
| -21% | -$13.8M | 5.66% | 10 |
|
|
2021
Q1 | $62.6M | Buy |
612,964
+13,566
| +2% | +$1.42M | 6.12% | 9 |
|
|
2020
Q4 | $61.5M | Sell |
599,398
-1,640
| -0.3% | -$156K | 7.18% | 7 |
|
|
2020
Q3 | $52M | Buy |
601,038
+11,986
| +2% | +$1.01M | 7.14% | 7 |
|
|
2020
Q2 | $48.2M | Sell |
589,052
-6,164
| -1% | -$447K | 7.32% | 7 |
|
|
2020
Q1 | $36.2M | Sell |
595,216
-140,502
| -19% | -$10.2M | 7.37% | 9 |
|
|
2019
Q4 | $56.1M | Sell |
735,718
-958,122
| -57% | -$70.2M | 7.72% | 7 |
|
|
2019
Q3 | $120M | Buy |
1,693,840
+90,260
| +6% | +$6.49M | 17.91% | 3 |
|
|
2019
Q2 | $114M | Buy |
1,603,580
+48,412
| +3% | +$3.37M | 18.22% | 3 |
|
|
2019
Q1 | $105M | Buy |
1,555,168
+71,502
| +5% | +$4.59M | 17.01% | 3 |
|
|
2018
Q4 | $84.4M | Buy |
1,483,666
+98,080
| +7% | +$5.97M | 16.32% | 3 |
|
|
2018
Q3 | $93.9M | Buy |
1,385,586
+161,950
| +13% | +$10.8M | 17.57% | 3 |
|
|
2018
Q2 | $77.5M | Sell |
1,223,636
-40,396
| -3% | -$2.54M | 16.58% | 3 |
|
|
2018
Q1 | $77.7M | Buy |
1,264,032
+534,670
| +73% | +$33.4M | 17.59% | 3 |
|
|
2017
Q4 | $44M | Buy |
+729,362
| New | +$42.9M | 13.75% | 4 |
|
Other funds holding IWP
FCAS
CCWM
Stephens Group Asset Management's IWP Position: Q2 2026 in Review
Stephens Group Asset Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.2% in Q2 2026, buying an estimated $1.66M and bringing the position to 563,017 shares worth $82.4M. The position accounts for 4.66% of the portfolio, ranked #9.
Stephens Group Asset Management first reported a position in IWP in Q4 2017 and has held it in 35 quarters since. The position peaked at $120M in Q3 2019. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.
- Stephens Group Asset Management held 563,017 shares of iShares Russell Mid-Cap Growth ETF worth $82.4M as of Q2 2026.
- Stephens Group Asset Management bought 12,027 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.66M.
- iShares Russell Mid-Cap Growth ETF made up 4.66% of Stephens Group Asset Management's portfolio in Q2 2026, its #9 holding.
- Stephens Group Asset Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and has held it in 35 quarters since.
- Stephens Group Asset Management's iShares Russell Mid-Cap Growth ETF position peaked at $120M in Q3 2019.
- 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.
Based on Stephens Group Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.