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 Q2	$10.6M	Buy	72,674 +2	+0%	+$276	0.13%	91
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Trail Advisors's IWP Position: Q2 2026 in Review

Summit Trail Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0% in Q2 2026, buying an estimated $276 and bringing the position to 72,674 shares worth $10.6M. The position accounts for 0.13% of the portfolio, ranked #91.

Summit Trail Advisors first reported a position in IWP in Q3 2021 and has held it in 15 quarters since. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Summit Trail Advisors held 72,674 shares of iShares Russell Mid-Cap Growth ETF worth $10.6M as of Q2 2026.
Summit Trail Advisors bought 2 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $276.
iShares Russell Mid-Cap Growth ETF made up 0.13% of Summit Trail Advisors's portfolio in Q2 2026, its #91 holding.
Summit Trail Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2021 and has held it in 15 quarters since.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.