Univest Financial’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Univest Financial’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	$743K	Buy	5,075 +4	+0.1%	+$551	0.04%	174
2026 Q1	$650K	Buy	5,071 +1	+0%	+$135	0.04%	174
2025 Q4	$694K	Buy	5,070 +551	+12%	+$77K	0.04%	178
2025 Q3	$644K	Sell	4,519 -16	-0.4%	-$2.26K	0.04%	180
2025 Q2	$629K	Buy	4,535 +3	+0.1%	+$380	0.04%	180
2025 Q1	$532K	Sell	4,532 -430	-9%	-$55.3K	0.03%	195
2024 Q4	$629K	Buy	4,962 +60	+1%	+$7.63K	0.04%	188
2024 Q3	$575K	Buy	+4,902	New	+$548K	0.04%	187

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 22.9% 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

Univest Financial's IWP Position: Q2 2026 in Review

Univest Financial increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.08% in Q2 2026, buying an estimated $551 and bringing the position to 5,075 shares worth $743K. The position accounts for 0.04% of the portfolio, ranked #174.

Univest Financial first reported a position in IWP in Q3 2024 and has held it in 8 quarters since. 1,222 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Univest Financial held 5,075 shares of iShares Russell Mid-Cap Growth ETF worth $743K as of Q2 2026.
Univest Financial bought 4 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $551.
iShares Russell Mid-Cap Growth ETF made up 0.04% of Univest Financial's portfolio in Q2 2026, its #174 holding.
Univest Financial first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
1,222 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.