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

Trust Point 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	$1.96M	Buy	13,419 +20	+0.1%	+$2.76K	0.17%	73
2026 Q1	$1.72M	Sell	13,399 -14	-0.1%	-$1.89K	0.15%	78
2025 Q4	$1.84M	Buy	13,413 +14	+0.1%	+$1.96K	0.15%	69
2025 Q3	$1.91M	Sell	13,399 -490	-4%	-$69.2K	0.15%	66
2025 Q2	$1.93M	Hold	13,889	–	–	0.18%	62
2025 Q1	$1.63M	Hold	13,889	–	–	0.15%	73
2024 Q4	$1.76M	Hold	13,889	–	–	0.12%	84
2024 Q3	$1.63M	Hold	13,889	–	–	0.12%	88
2024 Q2	$1.53M	Sell	13,889 -50	-0.4%	-$5.49K	0.12%	84
2024 Q1	$1.59M	Sell	13,939 -44	-0.3%	-$4.76K	0.13%	89
2023 Q4	$1.46M	Buy	+13,983	New	+$1.33M	0.12%	94

Other funds holding IWP

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

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

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

Trust Point Inc's IWP Position: Q2 2026 in Review

Trust Point Inc increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.15% in Q2 2026, buying an estimated $2.76K and bringing the position to 13,419 shares worth $1.96M. The position accounts for 0.17% of the portfolio, ranked #73.

Trust Point Inc first reported a position in IWP in Q4 2023 and has held it in 11 quarters since. 262 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Trust Point Inc held 13,419 shares of iShares Russell Mid-Cap Growth ETF worth $1.96M as of Q2 2026.
Trust Point Inc bought 20 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $2.76K.
iShares Russell Mid-Cap Growth ETF made up 0.17% of Trust Point Inc's portfolio in Q2 2026, its #73 holding.
Trust Point Inc first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
262 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.