SF
IWP icon

Summit Financial’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Summit Financial’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 		$6.21M Sell
42,435
-41,289
-49% -$5.69M 0.07% 294
2026
Q1 		$10.7M Buy
83,724
+47,707
+132% +$6.46M 0.14% 140
2025
Q4 		$4.93M Buy
36,017
+3,541
+11% +$495K 0.07% 268
2025
Q3 		$4.62M Buy
32,476
+7,785
+32% +$1.1M 0.07% 275
2025
Q2 		$3.42M Buy
24,691
+5,963
+32% +$754K 0.08% 212
2025
Q1 		$2.2M Sell
18,728
-2,017
-10% -$259K 0.06% 247
2024
Q4 		$2.63M Sell
20,745
-8,133
-28% -$1.03M 0.09% 181
2024
Q3 		$3.39M Buy
28,878
+1,754
+6% +$196K 0.13% 122
2024
Q2 		$2.99M Buy
27,124
+19,182
+242% +$2.11M 0.14% 110
2024
Q1 		$906K Buy
7,942
+584
+8% +$63.2K 0.05% 196
2023
Q4 		$769K Buy
7,358
+156
+2% +$14.8K 0.05% 202
2023
Q3 		$659K Sell
7,202
-192
-3% -$18.4K 0.05% 206
2023
Q2 		$714K Buy
7,394
+271
+4% +$24.7K 0.05% 185
2023
Q1 		$649K Buy
7,123
+52
+0.7% +$4.64K 0.06% 154
2022
Q4 		$591K Sell
7,071
-443
-6% -$37.3K 0.06% 155
2022
Q3 		$589K Buy
7,514
+1,779
+31% +$153K 0.06% 155
2022
Q2 		$454K Sell
5,735
-1,690
-23% -$147K 0.04% 160
2022
Q1 		$746K Buy
7,425
+49
+0.7% +$4.88K 0.06% 144
2021
Q4 		$850K Buy
7,376
+631
+9% +$73.6K 0.06% 126
2021
Q3 		$756K Buy
6,745
+1,526
+29% +$176K 0.06% 100
2021
Q2 		$591K Buy
+5,219
New +$557K 0.06% 76

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

Summit Financial's IWP Position: Q2 2026 in Review

Summit Financial reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 49% in Q2 2026, selling an estimated $5.69M and leaving 42,435 shares worth $6.21M. The position accounts for 0.07% of the portfolio, ranked #294.

Summit Financial first reported a position in IWP in Q2 2021 and has held it in 21 quarters since. The position peaked at $10.7M in Q1 2026. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Summit Financial held 42,435 shares of iShares Russell Mid-Cap Growth ETF worth $6.21M as of Q2 2026.
  • Summit Financial sold 41,289 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $5.69M.
  • iShares Russell Mid-Cap Growth ETF made up 0.07% of Summit Financial's portfolio in Q2 2026, its #294 holding.
  • Summit Financial first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2021 and has held it in 21 quarters since.
  • Summit Financial's iShares Russell Mid-Cap Growth ETF position peaked at $10.7M in Q1 2026.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.