Versant Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Versant Capital Management’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	$6.15K	Hold	42	–	–	﹤0.01%	2382
2026 Q1	$5.38K	Hold	42	–	–	﹤0.01%	2359
2025 Q4	$5.75K	Hold	42	–	–	﹤0.01%	2203
2025 Q3	$5.98K	Hold	42	–	–	﹤0.01%	2134
2025 Q2	$5.83K	Hold	42	–	–	﹤0.01%	2104
2025 Q1	$4.93K	Hold	42	–	–	﹤0.01%	2028
2024 Q4	$5.32K	Hold	42	–	–	﹤0.01%	1726
2024 Q3	$4.93K	Hold	42	–	–	﹤0.01%	1299
2024 Q2	$4.63K	Hold	42	–	–	﹤0.01%	1247
2024 Q1	$4.79K	Hold	42	–	–	﹤0.01%	1047
2023 Q4	$4.39K	Hold	42	–	–	﹤0.01%	1008
2023 Q3	$3.84K	Hold	42	–	–	﹤0.01%	1067
2023 Q2	$4.06K	Hold	42	–	–	﹤0.01%	1112
2023 Q1	$3.82K	Hold	42	–	–	﹤0.01%	1047
2022 Q4	$3.51K	Buy	+42	New	+$3.54K	﹤0.01%	994

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

Versant Capital Management's IWP Position: Q2 2026 in Review

Versant Capital Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 42 shares worth $6.15K. The position accounts for ﹤0.01% of the portfolio, ranked #2382.

Versant Capital Management first reported a position in IWP in Q4 2022 and has held it in 15 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Versant Capital Management held 42 shares of iShares Russell Mid-Cap Growth ETF worth $6.15K as of Q2 2026.
Versant Capital Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Versant Capital Management's portfolio in Q2 2026, its #2382 holding.
Versant Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.