Tower Trust & Investment Company’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Tower Trust & Investment Company’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	$50.1K	Hold	342	–	–	0.03%	134
2026 Q1	$43.8K	Hold	342	–	–	0.03%	132
2025 Q4	$46.8K	Hold	342	–	–	0.03%	129
2025 Q3	$48.7K	Hold	342	–	–	0.03%	120
2025 Q2	$47.4K	Hold	342	–	–	0.03%	125
2025 Q1	$41.5K	Buy	+342	New	+$44K	0.03%	122

Other funds holding IWP

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

ZBNA

Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Tower Trust & Investment Company's IWP Position: Q2 2026 in Review

Tower Trust & Investment Company held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 342 shares worth $50.1K. The position accounts for 0.03% of the portfolio, ranked #134.

Tower Trust & Investment Company first reported a position in IWP in Q1 2025 and has held it in 6 quarters since. 591 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Tower Trust & Investment Company held 342 shares of iShares Russell Mid-Cap Growth ETF worth $50.1K as of Q2 2026.
Tower Trust & Investment Company left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.03% of Tower Trust & Investment Company's portfolio in Q2 2026, its #134 holding.
Tower Trust & Investment Company first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Tower Trust & Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.