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

Tolleson 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	$2.73M	Sell	18,646 -7,455	-29%	-$1.03M	0.37%	26
2026 Q1	$3.34M	Sell	26,101 -70	-0.3%	-$9.47K	0.49%	24
2025 Q4	$3.58M	Hold	26,171	–	–	0.52%	23
2025 Q3	$3.73M	Hold	26,171	–	–	0.58%	22
2025 Q2	$3.63M	Sell	26,171 -665	-2%	-$84.1K	0.62%	19
2025 Q1	$3.15M	Sell	26,836 -1,599	-6%	-$206K	0.61%	20
2024 Q4	$3.6M	Sell	28,435 -2,445	-8%	-$311K	0.74%	16
2024 Q3	$3.62M	Sell	30,880 -4,023	-12%	-$450K	0.69%	15
2024 Q2	$3.85M	Sell	34,903 -1,401	-4%	-$154K	0.76%	15
2024 Q1	$4.14M	Sell	36,304 -7,546	-17%	-$816K	0.81%	14
2023 Q4	$4.58M	Sell	43,850 -14,907	-25%	-$1.41M	0.94%	13
2023 Q3	$5.38M	Sell	58,757 -2,774	-5%	-$265K	1.29%	11
2023 Q2	$5.95M	Sell	61,531 -87,488	-59%	-$7.97M	1.43%	10
2023 Q1	$13.6M	Sell	149,019 -54,046	-27%	-$4.82M	3.51%	6
2022 Q4	$17M	Sell	203,065 -71,351	-26%	-$6.01M	4.6%	3
2022 Q3	$21.5M	Buy	274,416 +8,073	+3%	+$695K	6.49%	2
2022 Q2	$21.1M	Buy	266,343 +124,651	+88%	+$10.9M	5.97%	4
2022 Q1	$14.2M	Sell	141,692 -28,749	-17%	-$2.86M	4.22%	6
2021 Q4	$19.6M	Buy	170,441 +25,156	+17%	+$2.93M	5.29%	4
2021 Q3	$16.3M	Sell	145,285 -1,469	-1%	-$169K	4.61%	6
2021 Q2	$16.6M	Sell	146,754 -1,378	-0.9%	-$147K	4.48%	6
2021 Q1	$15.1M	Sell	148,132 -1,613	-1%	-$169K	4.57%	6
2020 Q4	$15.4M	Buy	149,745 +23,925	+19%	+$2.28M	5.09%	5
2020 Q3	$10.9M	Buy	125,820 +854	+0.7%	+$72.1K	4.39%	7
2020 Q2	$9.88M	Sell	124,966 -61,224	-33%	-$4.44M	4.32%	6
2020 Q1	$11.3M	Buy	+186,190	New	+$13.6M	4.94%	5
2019 Q1	–	Sell	-49,482	Closed	-$2.81M	–	48
2018 Q4	$2.81M	Buy	+49,482	New	+$3.01M	1.65%	11

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

Tolleson Wealth Management's IWP Position: Q2 2026 in Review

Tolleson Wealth Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 29% in Q2 2026, selling an estimated $1.03M and leaving 18,646 shares worth $2.73M. The position accounts for 0.37% of the portfolio, ranked #26.

Tolleson Wealth Management first reported a position in IWP in Q4 2018 and has held it in 27 quarters since. The position peaked at $21.5M in Q3 2022. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Tolleson Wealth Management held 18,646 shares of iShares Russell Mid-Cap Growth ETF worth $2.73M as of Q2 2026.
Tolleson Wealth Management sold 7,455 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.03M.
iShares Russell Mid-Cap Growth ETF made up 0.37% of Tolleson Wealth Management's portfolio in Q2 2026, its #26 holding.
Tolleson Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and has held it in 27 quarters since.
Tolleson Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $21.5M in Q3 2022.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Tolleson Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.