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Thoma Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Thoma Capital 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
Q1 		– Sell
-1,463
Closed -$200K – 57
2025
Q4 		$200K Buy
+1,463
New +$204K 0.12% 58

Other funds holding IWP

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $530B AUM 22.01% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Thoma Capital Management's IWP Position: Q1 2026 in Review

Thoma Capital Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q1 2026, closing a stake of 1,463 shares — an estimated $200K sold.

Thoma Capital Management first reported a position in IWP in Q4 2025 and held it in 1 quarter. The position peaked at $200K in Q4 2025. 1,175 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Thoma Capital Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Thoma Capital Management sold 1,463 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $200K.
  • Thoma Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and held it in 1 quarter.
  • Thoma Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $200K in Q4 2025.
  • 1,175 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Thoma Capital Management's 13F filing for Q1 2026, filed 20 Apr 2026.