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

Trust Company’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
Q3 		$158K Buy
1,145
+127
+12% +$17.8K 0.01% 200
2026
Q2 		$149K Hold
1,018
– – 0.01% 194
2026
Q1 		$130K Hold
1,018
– – 0.01% 207
2025
Q4 		$139K Hold
1,018
– – 0.01% 200
2025
Q3 		$145K Hold
1,018
– – 0.01% 156
2025
Q2 		$141K Hold
1,018
– – 0.02% 161
2025
Q1 		$120K Hold
1,018
– – 0.01% 163
2024
Q4 		$129K Hold
1,018
– – 0.01% 156
2024
Q3 		$119K Hold
1,018
– – 0.01% 151
2024
Q2 		$112K Hold
1,018
– – 0.01% 144
2024
Q1 		$116K Hold
1,018
– – 0.02% 143
2023
Q4 		$106K Hold
1,018
– – 0.01% 147
2023
Q3 		$93K Hold
1,018
– – 0.02% 156
2023
Q2 		$98.4K Hold
1,018
– – 0.01% 161
2023
Q1 		$92.7K Hold
1,018
– – 0.01% 161
2022
Q4 		$85K Sell
1,018
-200
-16% -$16.8K 0.01% 165
2022
Q3 		$96K Hold
1,218
– – 0.02% 151
2022
Q2 		$96K Hold
1,218
– – 0.02% 154
2022
Q1 		$122K Hold
1,218
– – 0.02% 150
2021
Q4 		$140K Hold
1,218
– – 0.03% 132
2021
Q3 		$137K Hold
1,218
– – 0.04% 126
2021
Q2 		$138K Hold
1,218
– – 0.1% 115
2021
Q1 		$124K Hold
1,218
– – 0.09% 128
2020
Q4 		$125K Hold
1,218
– – 0.1% 123
2020
Q3 		$105K Hold
1,218
– – 0.09% 133
2020
Q2 		$96K Sell
1,218
-40
-3% -$2.9K 0.09% 123
2020
Q1 		$76K Hold
1,258
– – 0.08% 121
2019
Q4 		$96K Hold
1,258
– – 0.08% 120
2019
Q3 		$89K Hold
1,258
– – 0.08% 118
2019
Q2 		$90K Hold
1,258
– – 0.08% 117
2019
Q1 		$85K Hold
1,258
– – 0.05% 131
2018
Q4 		$72K Hold
1,258
– – 0.04% 129
2018
Q3 		$85K Hold
1,258
– – 0.04% 128
2018
Q2 		$80K Hold
1,258
– – 0.04% 133
2018
Q1 		$77K Hold
1,258
– – 0.03% 134
2017
Q4 		$76K Hold
1,258
– – 0.03% 134
2017
Q3 		$71K Hold
1,258
– – 0.04% 119
2017
Q2 		$68K Hold
1,258
– – 0.03% 139
2017
Q1 		$65K Hold
1,258
– – 0.03% 160
2016
Q4 		$61K Buy
1,258
+604
+92% +$29.1K 0.03% 162
2016
Q3 		$32K Buy
+654
New +$31.7K 0.01% 209
2016
Q2 		– Sell
-250
Closed -$12K – 356
2016
Q1 		$12K Buy
+250
New +$10.8K 0.01% 266

Other funds holding IWP

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return

Trust Company's IWP Position: Q3 2026 in Review

Trust Company increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 12% in Q3 2026, buying an estimated $17.8K and bringing the position to 1,145 shares worth $158K. The position accounts for 0.01% of the portfolio, ranked #200.

Trust Company first reported a position in IWP in Q1 2016 and has held it in 42 quarters since. 75 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

  • Trust Company held 1,145 shares of iShares Russell Mid-Cap Growth ETF worth $158K as of Q3 2026.
  • Trust Company bought 127 iShares Russell Mid-Cap Growth ETF shares in Q3 2026, an estimated $17.8K.
  • iShares Russell Mid-Cap Growth ETF made up 0.01% of Trust Company's portfolio in Q3 2026, its #200 holding.
  • Trust Company first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2016 and has held it in 42 quarters since.
  • 75 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.