Truepoint Inc’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Truepoint Inc’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	$47M	Sell	320,731 -15,586	-5%	-$2.15M	0.98%	19
2026 Q1	$43.1M	Buy	336,317 +51,105	+18%	+$6.92M	0.96%	21
2025 Q4	$39.1M	Sell	285,212 -1,190	-0.4%	-$166K	0.88%	21
2025 Q3	$40.8M	Sell	286,402 -2,244	-0.8%	-$317K	0.95%	21
2025 Q2	$40M	Buy	288,646 +38,765	+16%	+$4.9M	1%	21
2025 Q1	$29.4M	Buy	249,881 +14,665	+6%	+$1.89M	0.8%	20
2024 Q4	$29.8M	Sell	235,216 -6,898	-3%	-$877K	0.8%	20
2024 Q3	$28.4M	Sell	242,114 -1,095	-0.5%	-$122K	0.76%	20
2024 Q2	$26.8M	Sell	243,209 -7,662	-3%	-$842K	0.77%	20
2024 Q1	$28.6M	Sell	250,871 -7,517	-3%	-$813K	0.81%	20
2023 Q4	$27M	Buy	258,388 +11,931	+5%	+$1.13M	0.79%	21
2023 Q3	$22.5M	Sell	246,457 -2,245	-0.9%	-$215K	0.72%	22
2023 Q2	$24M	Sell	248,702 -3,973	-2%	-$362K	0.8%	20
2023 Q1	$23M	Sell	252,675 -3,962	-2%	-$354K	0.79%	19
2022 Q4	$21.5M	Sell	256,637 -28,146	-10%	-$2.37M	0.78%	20
2022 Q3	$22.3M	Sell	284,783 -64,365	-18%	-$5.54M	1.14%	19
2022 Q2	$27.7M	Buy	349,148 +46,888	+16%	+$4.08M	1.44%	14
2022 Q1	$30.4M	Buy	302,260 +84,365	+39%	+$8.4M	1.44%	13
2021 Q4	$25.1M	Sell	217,895 -462	-0.2%	-$53.9K	1.17%	13
2021 Q3	$24.5M	Sell	218,357 -1,581	-0.7%	-$182K	1.23%	13
2021 Q2	$24.9M	Sell	219,938 -1,726	-0.8%	-$184K	1.38%	13
2021 Q1	$22.6M	Sell	221,664 -5,188	-2%	-$542K	1.41%	11
2020 Q4	$23.3M	Sell	226,852 -11,836	-5%	-$1.13M	1.55%	11
2020 Q3	$20.6M	Sell	238,688 -5,102	-2%	-$431K	1.58%	11
2020 Q2	$19.3M	Sell	243,790 -21,962	-8%	-$1.59M	1.55%	11
2020 Q1	$16.2M	Buy	265,752 +153,290	+136%	+$11.2M	1.48%	12
2019 Q4	$8.58M	Sell	112,462 -4,656	-4%	-$341K	0.65%	11
2019 Q3	$8.28M	Sell	117,118 -604	-0.5%	-$43.4K	0.72%	10
2019 Q2	$8.39M	Sell	117,722 -5,094	-4%	-$354K	0.68%	11
2019 Q1	$8.33M	Buy	122,816 +12,520	+11%	+$804K	0.71%	11
2018 Q4	$6.27M	Buy	110,296 +35,578	+48%	+$2.16M	0.6%	13
2018 Q3	$5.07M	Sell	74,718 -1,268	-2%	-$84.3K	0.44%	12
2018 Q2	$4.82M	Buy	75,986 +66,476	+699%	+$4.18M	0.43%	13
2018 Q1	$38.7K	Sell	9,510 -70,650	-88%	-$4.41M	0.3%	17
2017 Q4	$4.83M	Sell	80,160 -232	-0.3%	-$13.6K	0.45%	11
2017 Q3	$4.55M	Sell	80,392 -24	-0%	-$1.32K	0.45%	11
2017 Q2	$4.39M	Sell	80,416 -1,866	-2%	-$99.3K	0.44%	12
2017 Q1	$4.27M	Sell	82,282 -324	-0.4%	-$16.5K	0.46%	12
2016 Q4	$4.2M	Sell	82,606 -4,866	-6%	-$235K	0.47%	11
2016 Q3	$4.26M	Sell	87,472 -174	-0.2%	-$8.44K	0.52%	10
2016 Q2	$4.1M	Sell	87,646 -1,668	-2%	-$77.2K	0.53%	11
2016 Q1	$4.12M	Buy	89,314 +65,232	+271%	+$2.82M	0.54%	13
2015 Q4	$1.11M	Sell	24,082 -12,266	-34%	-$570K	0.15%	20
2015 Q3	$1.61M	Buy	36,348 +20,088	+124%	+$953K	0.24%	19
2015 Q2	$787K	Sell	16,260 -12,926	-44%	-$638K	0.12%	17
2015 Q1	$1.43M	Buy	29,186 +12,914	+79%	+$616K	0.22%	13
2014 Q4	$759K	Buy	16,272 +12	+0.1%	+$543	0.12%	15
2014 Q3	$718K	Sell	16,260 -466	-3%	-$20.8K	0.12%	16
2014 Q2	$749K	Buy	16,726 +1,476	+10%	+$63.4K	0.13%	14
2014 Q1	$654K	Sell	15,250 -3,364	-18%	-$143K	0.13%	15
2013 Q4	$785K	Sell	18,614 -23,484	-56%	-$949K	0.16%	12
2013 Q3	$1.65M	Buy	+42,098	New	+$1.6M	0.34%	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

Truepoint Inc's IWP Position: Q2 2026 in Review

Truepoint Inc reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 4.6% in Q2 2026, selling an estimated $2.15M and leaving 320,731 shares worth $47M. The position accounts for 0.98% of the portfolio, ranked #19.

Truepoint Inc first reported a position in IWP in Q3 2013 and has held it in 52 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Truepoint Inc held 320,731 shares of iShares Russell Mid-Cap Growth ETF worth $47M as of Q2 2026.
Truepoint Inc sold 15,586 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $2.15M.
iShares Russell Mid-Cap Growth ETF made up 0.98% of Truepoint Inc's portfolio in Q2 2026, its #19 holding.
Truepoint Inc first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2013 and has held it in 52 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Truepoint Inc's 13F filing for Q2 2026, filed 31 Jul 2026.