UMB Bank’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

UMB Bank’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	$8.01M	Sell	54,694 -3,068	-5%	-$423K	0.1%	141
2026 Q1	$7.4M	Sell	57,762 -11,103	-16%	-$1.5M	0.1%	140
2025 Q4	$9.43M	Sell	68,865 -4,090	-6%	-$572K	0.13%	132
2025 Q3	$10.4M	Sell	72,955 -16,728	-19%	-$2.36M	0.15%	109
2025 Q2	$12.4M	Sell	89,683 -8,689	-9%	-$1.1M	0.19%	96
2025 Q1	$11.6M	Sell	98,372 -7,736	-7%	-$995K	0.19%	101
2024 Q4	$13.4M	Sell	106,108 -7,073	-6%	-$899K	0.21%	87
2024 Q3	$13.3M	Sell	113,181 -6,169	-5%	-$690K	0.21%	97
2024 Q2	$13.2M	Sell	119,350 -3,375	-3%	-$371K	0.22%	89
2024 Q1	$14M	Buy	122,725 +16,966	+16%	+$1.84M	0.22%	92
2023 Q4	$11M	Sell	105,759 -3,750	-3%	-$355K	0.16%	113
2023 Q3	$10M	Buy	109,509 +1,555	+1%	+$149K	0.16%	118
2023 Q2	$10.4M	Sell	107,954 -1,134	-1%	-$103K	0.16%	126
2023 Q1	$9.93M	Sell	109,088 -16,006	-13%	-$1.43M	0.16%	127
2022 Q4	$10.5M	Sell	125,094 -6,862	-5%	-$578K	0.17%	123
2022 Q3	$10.3M	Sell	131,956 -26,912	-17%	-$2.32M	0.17%	122
2022 Q2	$12.6M	Sell	158,868 -6,652	-4%	-$579K	0.2%	112
2022 Q1	$16.6M	Sell	165,520 -294	-0.2%	-$29.3K	0.22%	101
2021 Q4	$19.1M	Sell	165,814 -5,776	-3%	-$673K	0.24%	88
2021 Q3	$19.2M	Sell	171,590 -1,413	-0.8%	-$163K	0.43%	62
2021 Q2	$19.6M	Sell	173,003 -4,240	-2%	-$453K	0.45%	60
2021 Q1	$18.1M	Buy	177,243 +7,109	+4%	+$743K	0.44%	59
2020 Q4	$17.5M	Sell	170,134 -41,088	-19%	-$3.91M	0.47%	56
2020 Q3	$16.7M	Hold	211,222	–	–	0.52%	57
2020 Q2	$16.7M	Sell	211,222 -38,600	-15%	-$2.8M	0.52%	57
2020 Q1	$15.2M	Sell	249,822 -15,758	-6%	-$1.15M	0.54%	53
2019 Q4	$20.3M	Sell	265,580 -10,660	-4%	-$782K	0.56%	54
2019 Q3	$19.5M	Sell	276,240 -9,434	-3%	-$678K	0.47%	55
2019 Q2	$20.4M	Sell	285,674 -22,924	-7%	-$1.59M	0.5%	52
2019 Q1	$20.9M	Sell	308,598 -9,092	-3%	-$584K	0.64%	50
2018 Q4	$18.1M	Buy	317,690 +25,106	+9%	+$1.53M	0.55%	51
2018 Q3	$19.8M	Sell	292,584 -6,542	-2%	-$435K	0.59%	53
2018 Q2	$19M	Sell	299,126 -16,836	-5%	-$1.06M	0.6%	52
2018 Q1	$19.4M	Sell	315,962 -2,712	-0.9%	-$169K	0.63%	49
2017 Q4	$19.2M	Sell	318,674 -9,806	-3%	-$576K	0.63%	49
2017 Q3	$18.6M	Sell	328,480 -4,842	-1%	-$266K	0.64%	46
2017 Q2	$18M	Sell	333,322 -6,240	-2%	-$332K	0.63%	50
2017 Q1	$17.6M	Buy	339,562 +14,476	+4%	+$739K	0.62%	49
2016 Q4	$15.8M	Buy	325,086 +14,202	+5%	+$685K	0.58%	51
2016 Q3	$15.1M	Buy	310,884 +7,398	+2%	+$359K	0.61%	53
2016 Q2	$14.2M	Buy	303,486 +17,360	+6%	+$803K	0.6%	56
2016 Q1	$13.2M	Buy	286,126 +183,540	+179%	+$7.93M	0.56%	59
2015 Q4	$4.71M	Buy	+102,586	New	+$4.77M	0.21%	102

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

UMB Bank's IWP Position: Q2 2026 in Review

UMB Bank reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 5.3% in Q2 2026, selling an estimated $423K and leaving 54,694 shares worth $8.01M. The position accounts for 0.1% of the portfolio, ranked #141.

UMB Bank first reported a position in IWP in Q4 2015 and has held it in 43 quarters since. The position peaked at $20.9M in Q1 2019. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

UMB Bank held 54,694 shares of iShares Russell Mid-Cap Growth ETF worth $8.01M as of Q2 2026.
UMB Bank sold 3,068 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $423K.
iShares Russell Mid-Cap Growth ETF made up 0.1% of UMB Bank's portfolio in Q2 2026, its #141 holding.
UMB Bank first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2015 and has held it in 43 quarters since.
UMB Bank's iShares Russell Mid-Cap Growth ETF position peaked at $20.9M in Q1 2019.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.