TCTC Holdings’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

TCTC Holdings’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	–	Sell	-550	Closed	-$75.3K	–	391
2025 Q4	$75.3K	Hold	550	–	–	﹤0.01%	301
2025 Q3	$78.3K	Hold	550	–	–	﹤0.01%	292
2025 Q2	$76.3K	Hold	550	–	–	﹤0.01%	296
2025 Q1	$64.6K	Hold	550	–	–	﹤0.01%	300
2024 Q4	$69.7K	Hold	550	–	–	﹤0.01%	291
2024 Q3	$64.5K	Hold	550	–	–	﹤0.01%	287
2024 Q2	$60.7K	Hold	550	–	–	﹤0.01%	298
2024 Q1	$62.8K	Hold	550	–	–	﹤0.01%	286
2023 Q4	$57.5K	Hold	550	–	–	﹤0.01%	292
2023 Q3	$50.2K	Hold	550	–	–	﹤0.01%	273
2023 Q2	$53.1K	Hold	550	–	–	﹤0.01%	270
2023 Q1	$50.1K	Hold	550	–	–	﹤0.01%	291
2022 Q4	$46K	Hold	550	–	–	﹤0.01%	284
2022 Q3	$43K	Hold	550	–	–	﹤0.01%	271
2022 Q2	$44K	Hold	550	–	–	﹤0.01%	280
2022 Q1	$55K	Hold	550	–	–	﹤0.01%	267
2021 Q4	$63K	Hold	550	–	–	﹤0.01%	294
2021 Q3	$62K	Buy	+550	New	+$63.3K	﹤0.01%	285

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

TCTC Holdings's IWP Position: Q1 2026 in Review

TCTC Holdings sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026, closing a stake of 550 shares — an estimated $75.3K sold.

TCTC Holdings first reported a position in IWP in Q3 2021 and held it in 18 quarters. The position peaked at $78.3K in Q3 2025. 1,178 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

TCTC Holdings reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
TCTC Holdings sold 550 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $75.3K.
TCTC Holdings first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2021 and held it in 18 quarters.
TCTC Holdings's iShares Russell Mid-Cap Growth ETF position peaked at $78.3K in Q3 2025.
1,178 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on TCTC Holdings's 13F filing for Q1 2026, filed 7 May 2026.