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

Trilogy Capital’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 		$394K Sell
2,689
-29
-1% -$4K 0.02% 298
2026
Q1 		$348K Sell
2,718
-94
-3% -$12.7K 0.02% 298
2025
Q4 		$385K Sell
2,812
-117
-4% -$16.4K 0.02% 277
2025
Q3 		$417K Sell
2,929
-74
-2% -$10.5K 0.02% 268
2025
Q2 		$416K Sell
3,003
-763
-20% -$96.5K 0.02% 252
2025
Q1 		$443K Sell
3,766
-271
-7% -$34.8K 0.02% 236
2024
Q4 		$512K Sell
4,037
-105
-3% -$13.3K 0.03% 224
2024
Q3 		$486K Sell
4,142
-914
-18% -$102K 0.02% 225
2024
Q2 		$558K Sell
5,056
-51
-1% -$5.6K 0.03% 209
2024
Q1 		$583K Sell
5,107
-1,056
-17% -$114K 0.03% 181
2023
Q4 		$644K Sell
6,163
-99
-2% -$9.38K 0.04% 170
2023
Q3 		$572K Sell
6,262
-301
-5% -$28.8K 0.04% 159
2023
Q2 		$650K Sell
6,563
-97
-1% -$8.84K 0.04% 162
2023
Q1 		$606K Sell
6,660
-632
-9% -$56.4K 0.04% 149
2022
Q4 		$610K Buy
+7,292
New +$614K 0.04% 151
2018
Q4 		– Sell
-1,262
Closed -$86K – 353
2018
Q3 		$86K Buy
1,262
+272
+27% +$18.1K 0.01% 173
2018
Q2 		$63K Buy
+990
New +$62.3K 0.01% 175

Other funds holding IWP

FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Trilogy Capital's IWP Position: Q2 2026 in Review

Trilogy Capital reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.1% in Q2 2026, selling an estimated $4K and leaving 2,689 shares worth $394K. The position accounts for 0.02% of the portfolio, ranked #298.

Trilogy Capital first reported a position in IWP in Q2 2018 and has held it in 17 quarters since. The position peaked at $650K in Q2 2023. 229 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Trilogy Capital held 2,689 shares of iShares Russell Mid-Cap Growth ETF worth $394K as of Q2 2026.
  • Trilogy Capital sold 29 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $4K.
  • iShares Russell Mid-Cap Growth ETF made up 0.02% of Trilogy Capital's portfolio in Q2 2026, its #298 holding.
  • Trilogy Capital first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2018 and has held it in 17 quarters since.
  • Trilogy Capital's iShares Russell Mid-Cap Growth ETF position peaked at $650K in Q2 2023.
  • 229 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Trilogy Capital's 13F filing for Q2 2026, filed 6 Jul 2026.