Trust Company of the South’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Trust Company of the South’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	$229K	Buy	+1,563	New	+$215K	0.03%	137
2026 Q1	–	Sell	-1,559	Closed	-$213K	–	148
2025 Q4	$213K	Hold	1,559	–	–	0.03%	132
2025 Q3	$222K	Hold	1,559	–	–	0.04%	125
2025 Q2	$216K	Buy	+1,559	New	+$197K	0.04%	124

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

Trust Company of the South's IWP Position: Q2 2026 in Review

Trust Company of the South opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 1,563 shares worth $229K. The stake represents 0.03% of the portfolio and ranks #137 among its holdings. This is a return to the name: Trust Company of the South previously reported a position in IWP as recently as Q4 2025.

Trust Company of the South first reported a position in IWP in Q2 2025 and has held it in 4 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Trust Company of the South held 1,563 shares of iShares Russell Mid-Cap Growth ETF worth $229K as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new Trust Company of the South position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.03% of Trust Company of the South's portfolio in Q2 2026, its #137 holding.
Trust Company of the South first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Trust Company of the South's 13F filing for Q2 2026, filed 1 Jul 2026.