Syntax Research’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Syntax Research’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	$18.3K	Hold	125	–	–	0.01%	128
2026 Q1	$16K	Hold	125	–	–	0.01%	131
2025 Q4	$17.1K	Sell	125 -37	-23%	-$5.17K	0.01%	130
2025 Q3	$23.1K	Hold	162	–	–	0.01%	117
2025 Q2	$22.5K	Hold	162	–	–	0.02%	109
2025 Q1	$19K	Sell	162 -100	-38%	-$12.9K	0.01%	118
2024 Q4	$33.2K	Hold	262	–	–	0.02%	103
2024 Q3	$30.7K	Hold	262	–	–	0.02%	107
2024 Q2	$28.9K	Hold	262	–	–	0.02%	99
2024 Q1	$29.9K	Hold	262	–	–	0.02%	101
2023 Q4	$27.4K	Hold	262	–	–	0.02%	106
2023 Q3	$23.9K	Buy	+262	New	+$25K	0.02%	115

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

Syntax Research's IWP Position: Q2 2026 in Review

Syntax Research held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 125 shares worth $18.3K. The position accounts for 0.01% of the portfolio, ranked #128.

Syntax Research first reported a position in IWP in Q3 2023 and has held it in 12 quarters since. The position peaked at $33.2K in Q4 2024. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Syntax Research held 125 shares of iShares Russell Mid-Cap Growth ETF worth $18.3K as of Q2 2026.
Syntax Research left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Syntax Research's portfolio in Q2 2026, its #128 holding.
Syntax Research first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
Syntax Research's iShares Russell Mid-Cap Growth ETF position peaked at $33.2K in Q4 2024.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Syntax Research's 13F filing for Q2 2026, filed 31 Jul 2026.