White Pine Capital’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

White Pine Capital’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	$734K	Hold	5,012	–	–	0.17%	147
2026 Q1	$642K	Hold	5,012	–	–	0.17%	144
2025 Q4	$686K	Hold	5,012	–	–	0.19%	137
2025 Q3	$714K	Hold	5,012	–	–	0.2%	136
2025 Q2	$695K	Hold	5,012	–	–	0.22%	124
2025 Q1	$589K	Hold	5,012	–	–	0.2%	123
2024 Q4	$635K	Hold	5,012	–	–	0.21%	125
2024 Q3	$588K	Buy	5,012 +1,890	+61%	+$211K	0.2%	132
2024 Q2	$345K	Hold	3,122	–	–	0.13%	171
2024 Q1	$335K	Sell	3,122 -200	-6%	-$21.6K	0.13%	172
2023 Q4	$347K	Hold	3,322	–	–	0.13%	165
2023 Q3	$303K	Hold	3,322	–	–	0.12%	168
2023 Q2	$321K	Hold	3,322	–	–	0.12%	173
2023 Q1	$302K	Hold	3,322	–	–	0.12%	163
2022 Q4	$278K	Hold	3,322	–	–	0.11%	167
2022 Q3	$261K	Sell	3,322 -380	-10%	-$32.7K	0.11%	170
2022 Q2	$293K	Buy	3,702 +200	+6%	+$17.4K	0.11%	166
2022 Q1	$352K	Sell	3,502 -40	-1%	-$3.98K	0.11%	178
2021 Q4	$408K	Hold	3,542	–	–	0.12%	171
2021 Q3	$397K	Hold	3,542	–	–	0.12%	166
2021 Q2	$405K	Hold	3,542	–	–	0.12%	168
2021 Q1	$361K	Hold	3,542	–	–	0.11%	179
2020 Q4	$364K	Hold	3,542	–	–	0.13%	167
2020 Q3	$306K	Hold	3,542	–	–	0.12%	169
2020 Q2	$280K	Hold	3,542	–	–	0.12%	168
2020 Q1	$215K	Sell	3,542 -500	-12%	-$36.4K	0.11%	167
2019 Q4	$308K	Sell	4,042 -200	-5%	-$14.7K	0.12%	172
2019 Q3	$300K	Sell	4,242 -130	-3%	-$9.34K	0.11%	183
2019 Q2	$312K	Hold	4,372	–	–	0.12%	178
2019 Q1	$297K	Buy	4,372 +410	+10%	+$26.3K	0.11%	185
2018 Q4	$225K	Sell	3,962 -480	-11%	-$29.2K	0.09%	191
2018 Q3	$301K	Hold	4,442	–	–	0.11%	189
2018 Q2	$281K	Buy	4,442 +822	+23%	+$51.7K	0.1%	193
2018 Q1	$223K	Buy	+3,620	New	+$226K	0.08%	206

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

White Pine Capital's IWP Position: Q2 2026 in Review

White Pine Capital held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 5,012 shares worth $734K. The position accounts for 0.17% of the portfolio, ranked #147.

White Pine Capital first reported a position in IWP in Q1 2018 and has held it in 34 quarters since. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

White Pine Capital held 5,012 shares of iShares Russell Mid-Cap Growth ETF worth $734K as of Q2 2026.
White Pine Capital left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.17% of White Pine Capital's portfolio in Q2 2026, its #147 holding.
White Pine Capital first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2018 and has held it in 34 quarters since.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on White Pine Capital's 13F filing for Q2 2026, filed 5 Aug 2026.