SG
IWP icon

StoneX Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

StoneX Group’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 		$705K Sell
4,812
-145
-3% -$20K 0.03% 447
2026
Q1 		$635K Sell
4,957
-8,447
-63% -$1.14M 0.03% 361
2025
Q4 		$1.85M Buy
13,404
+776
+6% +$108K 0.08% 198
2025
Q3 		$1.8M Buy
12,628
+358
+3% +$50.6K 0.08% 215
2025
Q2 		$1.7M Buy
12,270
+599
+5% +$75.8K 0.08% 212
2025
Q1 		$1.37M Buy
11,671
+995
+9% +$128K 0.08% 232
2024
Q4 		$1.35M Sell
10,676
-86
-0.8% -$10.9K 0.07% 225
2024
Q3 		$1.26M Buy
10,762
+1,121
+12% +$125K 0.09% 184
2024
Q2 		$1.06M Sell
9,641
-1,970
-17% -$216K 0.08% 195
2024
Q1 		$1.33M Sell
11,611
-1,450
-11% -$157K 0.12% 166
2023
Q4 		$1.36M Buy
13,061
+1,058
+9% +$100K 0.14% 143
2023
Q3 		$1.1M Sell
12,003
-317
-3% -$30.3K 0.12% 153
2023
Q2 		$1.19M Buy
12,320
+138
+1% +$12.6K 0.12% 144
2023
Q1 		$1.11M Sell
12,182
-1,442
-11% -$129K 0.12% 148
2022
Q4 		$1.14M Buy
13,624
+386
+3% +$32.5K 0.14% 139
2022
Q3 		$1.04M Sell
13,238
-296
-2% -$25.5K 0.14% 145
2022
Q2 		$1.07M Buy
13,534
+525
+4% +$45.7K 0.13% 148
2022
Q1 		$1.31M Buy
13,009
+810
+7% +$80.7K 0.11% 167
2021
Q4 		$1.41M Buy
12,199
+634
+5% +$73.9K 0.16% 129
2021
Q3 		$1.3M Sell
11,565
-110
-0.9% -$12.7K 0.19% 119
2021
Q2 		$1.32M Sell
11,675
-166
-1% -$17.7K 0.2% 110
2021
Q1 		$1.21M Buy
11,841
+643
+6% +$67.2K 0.22% 90
2020
Q4 		$1.15M Buy
11,198
+966
+9% +$91.9K 0.25% 76
2020
Q3 		$884K Buy
10,232
+602
+6% +$50.8K 0.28% 88
2020
Q2 		$761K Buy
9,630
+5,196
+117% +$377K 0.29% 95
2020
Q1 		$270K Buy
+4,434
New +$323K 0.14% 191

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

StoneX Group's IWP Position: Q2 2026 in Review

StoneX Group reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.9% in Q2 2026, selling an estimated $20K and leaving 4,812 shares worth $705K. The position accounts for 0.03% of the portfolio, ranked #447.

StoneX Group first reported a position in IWP in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.85M in Q4 2025. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • StoneX Group held 4,812 shares of iShares Russell Mid-Cap Growth ETF worth $705K as of Q2 2026.
  • StoneX Group sold 145 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $20K.
  • iShares Russell Mid-Cap Growth ETF made up 0.03% of StoneX Group's portfolio in Q2 2026, its #447 holding.
  • StoneX Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • StoneX Group's iShares Russell Mid-Cap Growth ETF position peaked at $1.85M in Q4 2025.
  • 1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.