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

Summit Trail 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
2026
Q1 		$9.31M Buy
72,672
+69,832
+2,459% +$9.45M 0.13% 88
2025
Q4 		$389K Sell
2,840
-258
-8% -$36.1K 0.01% 1149
2025
Q3 		$441K Buy
3,098
+1
+0% +$141 0.01% 1115
2025
Q2 		$429K Buy
+3,097
New +$392K 0.01% 788
2024
Q4 		– Sell
-3,584
Closed -$420K – 578
2024
Q3 		$420K Buy
+3,584
New +$401K 0.01% 444
2024
Q1 		– Sell
-2,545
Closed -$266K – 622
2023
Q4 		$266K Hold
2,545
– – 0.01% 427
2023
Q3 		$233K Hold
2,545
– – 0.01% 459
2023
Q2 		$246K Sell
2,545
-500
-16% -$45.6K 0.01% 420
2023
Q1 		$277K Sell
3,045
-500
-14% -$44.6K 0.01% 332
2022
Q4 		$296K Buy
3,545
+250
+8% +$21K 0.01% 286
2022
Q3 		$258K Buy
+3,295
New +$284K 0.01% 289
2022
Q2 		– Sell
-2,822
Closed -$284K – 399
2022
Q1 		$284K Sell
2,822
-110
-4% -$11K 0.02% 259
2021
Q4 		$338K Buy
2,932
+432
+17% +$50.4K 0.02% 209
2021
Q3 		$280K Buy
+2,500
New +$288K 0.02% 207

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Summit Trail Advisors's IWP Position: Q1 2026 in Review

Summit Trail Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2,459% in Q1 2026, buying an estimated $9.45M and bringing the position to 72,672 shares worth $9.31M. The position accounts for 0.13% of the portfolio, ranked #88.

Summit Trail Advisors first reported a position in IWP in Q3 2021 and has held it in 14 quarters since. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Summit Trail Advisors held 72,672 shares of iShares Russell Mid-Cap Growth ETF worth $9.31M as of Q1 2026.
  • Summit Trail Advisors bought 69,832 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $9.45M.
  • iShares Russell Mid-Cap Growth ETF made up 0.13% of Summit Trail Advisors's portfolio in Q1 2026, its #88 holding.
  • Summit Trail Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2021 and has held it in 14 quarters since.
  • 1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.