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Stevens Capital Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Stevens Capital Partners’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 		$9.5M Buy
64,852
+4,743
+8% +$654K 1.81% 17
2026
Q1 		$7.7M Buy
60,109
+1,093
+2% +$148K 1.85% 17
2025
Q4 		$8.08M Buy
59,016
+160
+0.3% +$22.4K 2.12% 13
2025
Q3 		$8.38M Buy
58,856
+2,205
+4% +$312K 2.5% 10
2025
Q2 		$7.99M Buy
56,651
+7,297
+15% +$923K 2.87% 10
2025
Q1 		$5.8M Buy
49,354
+10,328
+26% +$1.33M 2.72% 9
2024
Q4 		$4.95M Buy
39,026
+888
+2% +$113K 2.24% 11
2024
Q3 		$4.47M Buy
38,138
+1,183
+3% +$132K 2.14% 11
2024
Q2 		$4.08M Buy
36,955
+3,570
+11% +$392K 2.1% 12
2024
Q1 		$3.81M Buy
33,385
+1,543
+5% +$167K 2.27% 11
2023
Q4 		$3.33M Buy
31,842
+5,636
+22% +$534K 2.31% 11
2023
Q3 		$2.39M Sell
26,206
-20
-0.1% -$1.91K 1.92% 11
2023
Q2 		$2.53M Sell
26,226
-56
-0.2% -$5.1K 1.96% 11
2023
Q1 		$2.39M Sell
26,282
-6,731
-20% -$601K 2.01% 11
2022
Q4 		$2.76M Buy
+33,013
New +$2.78M 2.44% 11

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
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

Stevens Capital Partners's IWP Position: Q2 2026 in Review

Stevens Capital Partners increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 7.9% in Q2 2026, buying an estimated $654K and bringing the position to 64,852 shares worth $9.5M. The position accounts for 1.81% of the portfolio, ranked #17.

Stevens Capital Partners first reported a position in IWP in Q4 2022 and has held it in 15 quarters since. 1,220 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Stevens Capital Partners held 64,852 shares of iShares Russell Mid-Cap Growth ETF worth $9.5M as of Q2 2026.
  • Stevens Capital Partners bought 4,743 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $654K.
  • iShares Russell Mid-Cap Growth ETF made up 1.81% of Stevens Capital Partners's portfolio in Q2 2026, its #17 holding.
  • Stevens Capital Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,220 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Stevens Capital Partners's 13F filing for Q2 2026, filed 10 Aug 2026.