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

Summit Rock Advisors’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
2025 Q2	–	Sell	-210,489	Closed	-$24.7M	–	2
2025 Q1	$24.7M	Sell	210,489 -114,853	-35%	-$14.8M	17.18%	2
2024 Q4	$41.2M	Buy	325,342 +32,414	+11%	+$4.12M	13.98%	3
2024 Q3	$34.4M	Sell	292,928 -174,814	-37%	-$19.5M	13.44%	3
2024 Q2	$51.6M	Sell	467,742 -29,416	-6%	-$3.23M	15.96%	3
2024 Q1	$56.7M	Buy	497,158 +29,921	+6%	+$3.24M	18.2%	2
2023 Q4	$48.8M	Sell	467,237 -136,783	-23%	-$13M	22.51%	2
2023 Q3	$55.2M	Buy	604,020 +61,487	+11%	+$5.88M	27.22%	2
2023 Q2	$52.4M	Buy	+542,533	New	+$49.4M	25.44%	3

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Summit Rock Advisors's IWP Position: Q2 2025 in Review

Summit Rock Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2025, closing a stake of 210,489 shares — an estimated $24.7M sold.

Summit Rock Advisors first reported a position in IWP in Q2 2023 and held it in 8 quarters. The position peaked at $56.7M in Q1 2024. 1,164 funds tracked by Wall St. Rank hold IWP as of Q2 2025.

Summit Rock Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
Summit Rock Advisors sold 210,489 iShares Russell Mid-Cap Growth ETF shares in Q2 2025, an estimated $24.7M.
Summit Rock Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2023 and held it in 8 quarters.
Summit Rock Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $56.7M in Q1 2024.
1,164 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2025.

Based on Summit Rock Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.