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SVB Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

SVB Wealth’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 		$24.8M Sell
169,224
-8,113
-5% -$1.12M 1.56% 15
2026
Q1 		$22.7M Sell
177,337
-8,631
-5% -$1.17M 1.5% 16
2025
Q4 		$25.5M Sell
185,968
-4,462
-2% -$624K 1.5% 14
2025
Q3 		$27.1M Buy
190,430
+11,033
+6% +$1.56M 1.46% 15
2025
Q2 		$24.9M Buy
+179,397
New +$22.7M 1.33% 15
2025
Q1 		– Sell
-197,924
Closed -$25.1M – 1643
2024
Q4 		$25.1M Buy
197,924
+165,730
+515% +$21.1M 0.47% 27
2024
Q3 		$3.78M Sell
32,194
-102,826
-76% -$11.5M 3.21% 8
2024
Q2 		$14.9M Buy
135,020
+16,776
+14% +$1.84M 0.37% 62
2024
Q1 		$13.5M Buy
118,244
+47,879
+68% +$5.18M 0.3% 83
2023
Q4 		$7.35M Buy
70,365
+57,939
+466% +$5.49M 0.18% 131
2023
Q3 		$1.14M Buy
12,426
+9,447
+317% +$903K 0.02% 299
2023
Q2 		$288K Sell
2,979
-5,510
-65% -$502K 0.01% 693
2023
Q1 		$773K Sell
8,489
-880
-9% -$78.5K 0.01% 433
2022
Q4 		$783K Sell
9,369
-116
-1% -$9.76K 0.01% 452
2022
Q3 		$744K Buy
9,485
+43
+0.5% +$3.7K 0.01% 430
2022
Q2 		$748K Sell
9,442
-540
-5% -$47K 0.01% 372
2022
Q1 		$1M Buy
9,982
+33
+0.3% +$3.29K 0.01% 325
2021
Q4 		$1.15M Buy
9,949
+275
+3% +$32.1K 0.02% 290
2021
Q3 		$1.08M Sell
9,674
-60
-0.6% -$6.9K 0.01% 376
2021
Q2 		$1.1M Sell
9,734
-1,087
-10% -$116K 0.01% 368
2021
Q1 		$1.1M Buy
10,821
+1,133
+12% +$118K 0.02% 331
2020
Q4 		$994K Sell
9,688
-330
-3% -$31.4K 0.01% 333
2020
Q3 		$866K Sell
10,018
-1,128
-10% -$95.2K 0.01% 314
2020
Q2 		$881K Buy
11,146
+10,748
+2,701% +$780K 0.02% 284
2020
Q1 		$24K Sell
398
-10,690
-96% -$779K ﹤0.01% 531
2019
Q4 		$846K Buy
11,088
+636
+6% +$46.6K 0.02% 334
2019
Q3 		$739K Buy
10,452
+1,102
+12% +$79.2K 0.01% 314
2019
Q2 		$667K Buy
+9,350
New +$650K 0.02% 345

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

SVB Wealth's IWP Position: Q2 2026 in Review

SVB Wealth reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 4.6% in Q2 2026, selling an estimated $1.12M and leaving 169,224 shares worth $24.8M. The position accounts for 1.56% of the portfolio, ranked #15.

SVB Wealth first reported a position in IWP in Q2 2019 and has held it in 28 quarters since. The position peaked at $27.1M in Q3 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • SVB Wealth held 169,224 shares of iShares Russell Mid-Cap Growth ETF worth $24.8M as of Q2 2026.
  • SVB Wealth sold 8,113 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.12M.
  • iShares Russell Mid-Cap Growth ETF made up 1.56% of SVB Wealth's portfolio in Q2 2026, its #15 holding.
  • SVB Wealth first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2019 and has held it in 28 quarters since.
  • SVB Wealth's iShares Russell Mid-Cap Growth ETF position peaked at $27.1M in Q3 2025.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.