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

Vision 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 Q1	$3.92M	Sell	30,582 -185	-0.6%	-$25K	0.49%	42
2025 Q4	$4.21M	Hold	30,767	–	–	0.51%	41
2025 Q3	$4.38M	Hold	30,767	–	–	0.54%	39
2025 Q2	$4.27M	Hold	30,767	–	–	0.56%	39
2025 Q1	$3.61M	Hold	30,767	–	–	0.52%	42
2024 Q4	$3.9M	Hold	30,767	–	–	0.57%	39
2024 Q3	$3.61M	Sell	30,767 -88	-0.3%	-$9.84K	0.51%	43
2024 Q2	$3.4M	Hold	30,855	–	–	0.51%	47
2024 Q1	$3.52M	Sell	30,855 -28	-0.1%	-$3.03K	0.53%	45
2023 Q4	$3.23M	Sell	30,883 -7	-0%	-$664	0.5%	44
2023 Q3	$2.82M	Sell	30,890 -323	-1%	-$30.9K	0.52%	45
2023 Q2	$3.02M	Sell	31,213 -72	-0.2%	-$6.56K	0.51%	45
2023 Q1	$2.85M	Sell	31,285 -377	-1%	-$33.6K	0.52%	44
2022 Q4	$2.65M	Buy	31,662 +76	+0.2%	+$6.4K	0.51%	46
2022 Q3	$2.48M	Sell	31,586 -1,512	-5%	-$130K	0.51%	45
2022 Q2	$2.62M	Sell	33,098 -518	-2%	-$45.1K	0.49%	47
2022 Q1	$3.38M	Sell	33,616 -3,461	-9%	-$345K	0.56%	43
2021 Q4	$4.27M	Buy	37,077 +83	+0.2%	+$9.68K	0.64%	39
2021 Q3	$4.15M	Sell	36,994 -235	-0.6%	-$27K	0.68%	39
2021 Q2	$4.21M	Hold	37,229	–	–	0.7%	41
2021 Q1	$3.8M	Sell	37,229 -449	-1%	-$46.9K	0.68%	40
2020 Q4	$3.87M	Sell	37,678 -120	-0.3%	-$11.4K	0.72%	39
2020 Q3	$3.27M	Sell	37,798 -668	-2%	-$56.4K	0.69%	39
2020 Q2	$3.04M	Buy	+38,466	New	+$2.79M	0.7%	41

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Vision Capital Management's IWP Position: Q1 2026 in Review

Vision Capital Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.6% in Q1 2026, selling an estimated $25K and leaving 30,582 shares worth $3.92M. The position accounts for 0.49% of the portfolio, ranked #42.

Vision Capital Management first reported a position in IWP in Q2 2020 and has held it in 24 quarters since. The position peaked at $4.38M in Q3 2025. 1,175 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Vision Capital Management held 30,582 shares of iShares Russell Mid-Cap Growth ETF worth $3.92M as of Q1 2026.
Vision Capital Management sold 185 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $25K.
iShares Russell Mid-Cap Growth ETF made up 0.49% of Vision Capital Management's portfolio in Q1 2026, its #42 holding.
Vision Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2020 and has held it in 24 quarters since.
Vision Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $4.38M in Q3 2025.
1,175 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Vision Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.