Vestmark Advisory Solutions’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Vestmark Advisory Solutions’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	$5.13M	Buy	+35,072	New	+$4.83M	0.05%	374
2026 Q1	–	Sell	-5,325	Closed	-$729K	–	1378
2025 Q4	$729K	Buy	+5,325	New	+$744K	0.01%	897
2025 Q1	–	Sell	-5,363	Closed	-$680K	–	654
2024 Q4	$680K	Buy	+5,363	New	+$682K	0.02%	373

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

Vestmark Advisory Solutions's IWP Position: Q2 2026 in Review

Vestmark Advisory Solutions opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 35,072 shares worth $5.13M. The stake represents 0.05% of the portfolio and ranks #374 among its holdings. This is a return to the name: Vestmark Advisory Solutions previously reported a position in IWP as recently as Q4 2025.

Vestmark Advisory Solutions first reported a position in IWP in Q4 2024 and has held it in 3 quarters since. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Vestmark Advisory Solutions held 35,072 shares of iShares Russell Mid-Cap Growth ETF worth $5.13M as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new Vestmark Advisory Solutions position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.05% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #374 holding.
Vestmark Advisory Solutions first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 3 quarters since.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.