Trivant Custom Portfolio Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Trivant Custom Portfolio Group’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	$243K	Hold	1,660	–	–	0.13%	80
2026 Q1	$213K	Hold	1,660	–	–	0.12%	82
2025 Q4	$227K	Hold	1,660	–	–	0.13%	73
2025 Q3	$236K	Hold	1,660	–	–	0.12%	80
2025 Q2	$230K	Hold	1,660	–	–	0.13%	80
2025 Q1	$195K	Sell	1,660 -1	-0.1%	-$129	0.11%	79
2024 Q4	$210K	Hold	1,661	–	–	0.12%	67
2024 Q3	$195K	Hold	1,661	–	–	0.11%	69
2024 Q2	$183K	Buy	1,661 +1	+0.1%	+$110	0.11%	68
2024 Q1	$189K	Sell	1,660 -1	-0.1%	-$108	0.12%	61
2023 Q4	$173K	Buy	1,661 +1	+0.1%	+$95	0.12%	61
2023 Q3	$152K	Hold	1,660	–	–	0.11%	55
2023 Q2	$160K	Hold	1,660	–	–	0.11%	57
2023 Q1	$151K	Buy	+1,660	New	+$148K	0.11%	60

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

Trivant Custom Portfolio Group's IWP Position: Q2 2026 in Review

Trivant Custom Portfolio Group held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 1,660 shares worth $243K. The position accounts for 0.13% of the portfolio, ranked #80.

Trivant Custom Portfolio Group first reported a position in IWP in Q1 2023 and has held it in 14 quarters since. 1,217 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Trivant Custom Portfolio Group held 1,660 shares of iShares Russell Mid-Cap Growth ETF worth $243K as of Q2 2026.
Trivant Custom Portfolio Group left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.13% of Trivant Custom Portfolio Group's portfolio in Q2 2026, its #80 holding.
Trivant Custom Portfolio Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
1,217 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2026, filed 27 Jul 2026.