WhitTier Trust Company’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

WhitTier Trust Company’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	$1.54M	Hold	10,876	–	–	0.03%	253
2026 Q1	$1.41M	Hold	10,876	–	–	0.03%	263
2025 Q4	$1.54M	Hold	10,876	–	–	0.03%	249
2025 Q3	$1.55M	Buy	10,876 +940	+9%	+$133K	0.03%	246
2025 Q2	$1.38M	Buy	9,936 +1,944	+24%	+$246K	0.03%	277
2025 Q1	$939K	Buy	7,992 +2,916	+57%	+$375K	0.02%	313
2024 Q4	$643K	Hold	5,076	–	–	0.02%	333
2024 Q3	$595K	Hold	5,076	–	–	0.02%	335
2024 Q2	$560K	Hold	5,076	–	–	0.02%	333
2024 Q1	$579K	Hold	5,076	–	–	0.02%	328
2023 Q4	$530K	Hold	5,076	–	–	0.02%	335
2023 Q3	$464K	Hold	5,076	–	–	0.02%	340
2023 Q2	$490K	Hold	5,076	–	–	0.02%	343
2023 Q1	$462K	Buy	5,076 +220	+5%	+$19.6K	0.02%	346
2022 Q4	$406K	Hold	4,856	–	–	0.02%	364
2022 Q3	$381K	Hold	4,856	–	–	0.02%	367
2022 Q2	$384K	Hold	4,856	–	–	0.02%	369
2022 Q1	$488K	Hold	4,856	–	–	0.02%	349
2021 Q4	$559K	Hold	4,856	–	–	0.02%	330
2021 Q3	$544K	Hold	4,856	–	–	0.02%	333
2021 Q2	$550K	Hold	4,856	–	–	0.02%	329
2021 Q1	$496K	Hold	4,856	–	–	0.02%	328
2020 Q4	$498K	Hold	4,856	–	–	0.02%	314
2020 Q3	$420K	Hold	4,856	–	–	0.02%	318
2020 Q2	$384K	Hold	4,856	–	–	0.02%	321
2020 Q1	$296K	Hold	4,856	–	–	0.02%	331
2019 Q4	$370K	Hold	4,856	–	–	0.02%	334
2019 Q3	$343K	Hold	4,856	–	–	0.02%	341
2019 Q2	$346K	Hold	4,856	–	–	0.02%	333
2019 Q1	$330K	Sell	4,856 -3,024	-38%	-$194K	0.02%	337
2018 Q4	$448K	Buy	7,880 +3,024	+62%	+$184K	0.04%	275
2018 Q3	$329K	Hold	4,856	–	–	0.02%	318
2018 Q2	$308K	Hold	4,856	–	–	0.02%	331
2018 Q1	$298K	Hold	4,856	–	–	0.02%	333
2017 Q4	$293K	Hold	4,856	–	–	0.03%	313
2017 Q3	$274K	Hold	4,856	–	–	0.03%	316
2017 Q2	$263K	Hold	4,856	–	–	0.03%	317
2017 Q1	$252K	Hold	4,856	–	–	0.03%	319
2016 Q4	$237K	Buy	4,856 +206	+4%	+$9.93K	0.03%	317
2016 Q3	$227K	Hold	4,650	–	–	0.03%	323
2016 Q2	$217K	Hold	4,650	–	–	0.02%	327
2016 Q1	$215K	Hold	4,650	–	–	0.03%	329
2015 Q4	$213K	Hold	4,650	–	–	0.03%	329
2015 Q3	$206K	Hold	4,650	–	–	0.03%	335
2015 Q2	$225K	Hold	4,650	–	–	0.03%	342
2015 Q1	$228K	Hold	4,650	–	–	0.03%	342
2014 Q4	$217K	Hold	4,650	–	–	0.02%	348
2014 Q3	$205K	Sell	4,650 -300	-6%	-$13.4K	0.02%	342
2014 Q2	$222K	Hold	4,950	–	–	0.02%	333
2014 Q1	$212K	Hold	4,950	–	–	0.02%	334
2013 Q4	$209K	Hold	4,950	–	–	0.03%	333
2013 Q3	$193K	Hold	4,950	–	–	0.03%	327
2013 Q2	$178K	Buy	+4,950	New	+$177K	0.03%	330

Other funds holding IWP

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

ZBNA

Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

WhitTier Trust Company's IWP Position: Q2 2026 in Review

WhitTier Trust Company held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 10,876 shares worth $1.54M. The position accounts for 0.03% of the portfolio, ranked #253.

WhitTier Trust Company first reported a position in IWP in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.55M in Q3 2025. 591 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

WhitTier Trust Company held 10,876 shares of iShares Russell Mid-Cap Growth ETF worth $1.54M as of Q2 2026.
WhitTier Trust Company left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.03% of WhitTier Trust Company's portfolio in Q2 2026, its #253 holding.
WhitTier Trust Company first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 53 quarters since.
WhitTier Trust Company's iShares Russell Mid-Cap Growth ETF position peaked at $1.55M in Q3 2025.
591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.