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 Q2	$4.48M	Hold	30,582	–	–	0.51%	41
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 $1.89T 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

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

Vision Capital Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 30,582 shares worth $4.48M. The position accounts for 0.51% of the portfolio, ranked #41.

Vision Capital Management first reported a position in IWP in Q2 2020 and has held it in 25 quarters since. 1,220 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Vision Capital Management held 30,582 shares of iShares Russell Mid-Cap Growth ETF worth $4.48M as of Q2 2026.
Vision Capital Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.51% of Vision Capital Management's portfolio in Q2 2026, its #41 holding.
Vision Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2020 and has held it in 25 quarters since.
1,220 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Vision Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.