TCV Trust & Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

TCV Trust & Wealth Management’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	$229K	Sell	1,564 -73	-4%	-$10.1K	0.02%	214
2026 Q1	$210K	Hold	1,637	–	–	0.02%	210
2025 Q4	$224K	Hold	1,637	–	–	0.02%	213
2025 Q3	$233K	Buy	+1,637	New	+$231K	0.02%	206
2022 Q1	–	Sell	-1,985	Closed	-$229K	–	213
2021 Q4	$229K	Sell	1,985 -50	-2%	-$5.83K	0.02%	192
2021 Q3	$228K	Sell	2,035 -60	-3%	-$6.9K	0.03%	179
2021 Q2	$238K	Sell	2,095 -25	-1%	-$2.67K	0.03%	172
2021 Q1	$216K	Hold	2,120	–	–	0.03%	176
2020 Q4	$218K	Buy	+2,120	New	+$202K	0.03%	175

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

TCV Trust & Wealth Management's IWP Position: Q2 2026 in Review

TCV Trust & Wealth Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 4.5% in Q2 2026, selling an estimated $10.1K and leaving 1,564 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #214.

TCV Trust & Wealth Management first reported a position in IWP in Q4 2020 and has held it in 9 quarters since. The position peaked at $238K in Q2 2021. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

TCV Trust & Wealth Management held 1,564 shares of iShares Russell Mid-Cap Growth ETF worth $229K as of Q2 2026.
TCV Trust & Wealth Management sold 73 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $10.1K.
iShares Russell Mid-Cap Growth ETF made up 0.02% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #214 holding.
TCV Trust & Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 9 quarters since.
TCV Trust & Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $238K in Q2 2021.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.