Webster Bank’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Webster Bank’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	$38.4K	Hold	262	–	–	﹤0.01%	405
2026 Q1	$33.6K	Hold	262	–	–	﹤0.01%	416
2025 Q4	$35.9K	Hold	262	–	–	﹤0.01%	395
2025 Q3	$37.3K	Sell	262 -262	-50%	-$37K	﹤0.01%	388
2025 Q2	$72.7K	Sell	524 -98	-16%	-$12.4K	0.01%	320
2025 Q1	$73.1K	Hold	622	–	–	0.01%	315
2024 Q4	$78.8K	Sell	622 -1	-0.2%	-$127	0.01%	307
2024 Q3	$73.1K	Buy	623 +525	+536%	+$58.7K	0.01%	320
2024 Q2	$10.8K	Hold	98	–	–	﹤0.01%	476
2024 Q1	$11.2K	Hold	98	–	–	﹤0.01%	469
2023 Q4	$10.2K	Hold	98	–	–	﹤0.01%	486
2023 Q3	$8.95K	Hold	98	–	–	﹤0.01%	471
2023 Q2	$9.47K	Sell	98 -300	-75%	-$27.3K	﹤0.01%	461
2023 Q1	$36.2K	Sell	398 -352	-47%	-$31.4K	﹤0.01%	361
2022 Q4	$63K	Hold	750	–	–	0.01%	299
2022 Q3	$59K	Hold	750	–	–	0.01%	297
2022 Q2	$59K	Hold	750	–	–	0.01%	295
2022 Q1	$75K	Hold	750	–	–	0.01%	287
2021 Q4	$86K	Hold	750	–	–	0.01%	286
2021 Q3	$84K	Hold	750	–	–	0.01%	269
2021 Q2	$85K	Hold	750	–	–	0.01%	272
2021 Q1	$77K	Buy	750 +150	+25%	+$15.7K	0.01%	294
2020 Q4	$62K	Buy	600 +150	+33%	+$14.3K	0.01%	302
2020 Q3	$39K	Hold	450	–	–	0.01%	324
2020 Q2	$36K	Hold	450	–	–	0.01%	318
2020 Q1	$27K	Sell	450 -22	-5%	-$1.6K	﹤0.01%	326
2019 Q4	$36K	Sell	472 -200	-30%	-$14.7K	﹤0.01%	349
2019 Q3	$47K	Hold	672	–	–	0.01%	315
2019 Q2	$48K	Hold	672	–	–	0.01%	308
2019 Q1	$46K	Hold	672	–	–	0.01%	310
2018 Q4	$38K	Sell	672 -636	-49%	-$38.7K	0.01%	320
2018 Q3	$89K	Hold	1,308	–	–	0.01%	269
2018 Q2	$83K	Hold	1,308	–	–	0.01%	279
2018 Q1	$80K	Hold	1,308	–	–	0.01%	287
2017 Q4	$79K	Hold	1,308	–	–	0.01%	306
2017 Q3	$74K	Sell	1,308 -582	-31%	-$31.9K	0.01%	313
2017 Q2	$102K	Buy	1,890 +22	+1%	+$1.17K	0.02%	270
2017 Q1	$97K	Hold	1,868	–	–	0.01%	288
2016 Q4	$91K	Buy	+1,868	New	+$90K	0.01%	279
2014 Q4	–	Sell	-7,000	Closed	-$309K	–	205
2014 Q3	$309K	Hold	7,000	–	–	0.05%	158
2014 Q2	$313K	Sell	7,000 -500	-7%	-$21.5K	0.05%	154
2014 Q1	$322K	Buy	7,500 +500	+7%	+$21.3K	0.04%	169
2013 Q4	$295K	Buy	+7,000	New	+$283K	0.04%	174

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

Webster Bank's IWP Position: Q2 2026 in Review

Webster Bank held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 262 shares worth $38.4K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Webster Bank first reported a position in IWP in Q4 2013 and has held it in 43 quarters since. The position peaked at $322K in Q1 2014. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Webster Bank held 262 shares of iShares Russell Mid-Cap Growth ETF worth $38.4K as of Q2 2026.
Webster Bank 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 Webster Bank's portfolio in Q2 2026, its #405 holding.
Webster Bank first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2013 and has held it in 43 quarters since.
Webster Bank's iShares Russell Mid-Cap Growth ETF position peaked at $322K in Q1 2014.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Webster Bank's 13F filing for Q2 2026, filed 20 Jul 2026.