Trail Ridge Investment Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Trail Ridge Investment Advisors’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	$624K	Hold	4,264	–	–	0.26%	59
2026 Q1	$546K	Sell	4,264 -29	-0.7%	-$3.92K	0.24%	67
2025 Q4	$588K	Sell	4,293 -147	-3%	-$20.5K	0.25%	67
2025 Q3	$632K	Buy	4,440 +147	+3%	+$20.8K	0.28%	64
2025 Q2	$607K	Hold	4,293	–	–	0.29%	64
2025 Q1	$504K	Hold	4,293	–	–	0.26%	66
2024 Q4	$544K	Hold	4,293	–	–	0.26%	69
2024 Q3	$514K	Hold	4,293	–	–	0.25%	72
2024 Q2	$474K	Buy	4,293 +29	+0.7%	+$3.19K	0.24%	69
2024 Q1	$487K	Hold	4,264	–	–	0.28%	67
2023 Q4	$445K	Hold	4,264	–	–	0.27%	76
2023 Q3	$390K	Hold	4,264	–	–	0.26%	77
2023 Q2	$412K	Hold	4,264	–	–	0.25%	80
2023 Q1	$388K	Hold	4,264	–	–	0.25%	86
2022 Q4	$356K	Hold	4,264	–	–	0.25%	91
2022 Q3	$376K	Hold	4,264	–	–	0.25%	95
2022 Q2	$338K	Buy	+4,264	New	+$371K	0.23%	107

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

Trail Ridge Investment Advisors's IWP Position: Q2 2026 in Review

Trail Ridge Investment Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 4,264 shares worth $624K. The position accounts for 0.26% of the portfolio, ranked #59.

Trail Ridge Investment Advisors first reported a position in IWP in Q2 2022 and has held it in 17 quarters since. The position peaked at $632K in Q3 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Trail Ridge Investment Advisors held 4,264 shares of iShares Russell Mid-Cap Growth ETF worth $624K as of Q2 2026.
Trail Ridge Investment Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.26% of Trail Ridge Investment Advisors's portfolio in Q2 2026, its #59 holding.
Trail Ridge Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2022 and has held it in 17 quarters since.
Trail Ridge Investment Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $632K in Q3 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.