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

Whittier Trust’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	$1.82M	Buy	12,630 +2,353	+23%	+$324K	0.02%	311
2026 Q1	$1.33M	Sell	10,277 -52	-0.5%	-$7.04K	0.02%	316
2025 Q4	$1.47M	Hold	10,329	–	–	0.02%	306
2025 Q3	$1.48M	Hold	10,329	–	–	0.02%	297
2025 Q2	$1.43M	Hold	10,329	–	–	0.02%	330
2025 Q1	$1.21M	Hold	10,329	–	–	0.02%	350
2024 Q4	$1.31M	Sell	10,329 -272	-3%	-$34.6K	0.02%	343
2024 Q3	$1.24M	Hold	10,601	–	–	0.02%	349
2024 Q2	$1.17M	Hold	10,601	–	–	0.02%	336
2024 Q1	$1.21M	Hold	10,601	–	–	0.02%	330
2023 Q4	$1.11M	Hold	10,601	–	–	0.02%	342
2023 Q3	$968K	Hold	10,601	–	–	0.02%	356
2023 Q2	$1.02M	Hold	10,601	–	–	0.02%	350
2023 Q1	$965K	Sell	10,601 -777	-7%	-$69.3K	0.02%	361
2022 Q4	$951K	Hold	11,378	–	–	0.02%	363
2022 Q3	$892K	Hold	11,378	–	–	0.02%	366
2022 Q2	$901K	Sell	11,378 -1,410	-11%	-$123K	0.02%	370
2022 Q1	$1.28M	Buy	12,788 +7	+0.1%	+$697	0.02%	334
2021 Q4	$1.47M	Sell	12,781 -273	-2%	-$31.8K	0.02%	312
2021 Q3	$1.46M	Sell	13,054 -231	-2%	-$26.6K	0.03%	313
2021 Q2	$1.5M	Sell	13,285 -144	-1%	-$15.4K	0.03%	306
2021 Q1	$1.37M	Buy	13,429 +222	+2%	+$23.2K	0.03%	319
2020 Q4	$1.36M	Buy	13,207 +661	+5%	+$62.9K	0.03%	293
2020 Q3	$1.08M	Hold	12,546	–	–	0.03%	314
2020 Q2	$992K	Sell	12,546 -9,806	-44%	-$711K	0.03%	303
2020 Q1	$1.36M	Buy	22,352 +4,802	+27%	+$350K	0.04%	248
2019 Q4	$1.34M	Hold	17,550	–	–	0.04%	276
2019 Q3	$1.24M	Hold	17,550	–	–	0.04%	279
2019 Q2	$1.25M	Sell	17,550 -6,096	-26%	-$424K	0.04%	277
2019 Q1	$1.6M	Hold	23,646	–	–	0.05%	249
2018 Q4	$1.34M	Sell	23,646 -150	-0.6%	-$9.13K	0.05%	256
2018 Q3	$1.61M	Buy	23,796 +1,288	+6%	+$85.6K	0.05%	244
2018 Q2	$1.43M	Buy	22,508 +394	+2%	+$24.8K	0.05%	249
2018 Q1	$1.36M	Buy	22,114 +6,000	+37%	+$375K	0.05%	245
2017 Q4	$972K	Sell	16,114 -34	-0.2%	-$2K	0.03%	295
2017 Q3	$914K	Sell	16,148 -32	-0.2%	-$1.76K	0.03%	290
2017 Q2	$874K	Hold	16,180	–	–	0.03%	282
2017 Q1	$839K	Sell	16,180 -82	-0.5%	-$4.19K	0.03%	284
2016 Q4	$792K	Hold	16,262	–	–	0.03%	283
2016 Q3	$792K	Hold	16,262	–	–	0.03%	289
2016 Q2	$761K	Hold	16,262	–	–	0.03%	289
2016 Q1	$749K	Hold	16,262	–	–	0.03%	293
2015 Q4	$747K	Hold	16,262	–	–	0.03%	302
2015 Q3	$720K	Hold	16,262	–	–	0.04%	288
2015 Q2	$787K	Hold	16,262	–	–	0.03%	301
2015 Q1	$796K	Buy	16,262 +11,400	+234%	+$544K	0.04%	288
2014 Q4	$227K	Sell	4,862 -160	-3%	-$7.24K	0.01%	423
2014 Q3	$222K	Hold	5,022	–	–	0.01%	418
2014 Q2	$225K	Sell	5,022 -964	-16%	-$41.4K	0.01%	419
2014 Q1	$257K	Sell	5,986 -1,000	-14%	-$42.6K	0.01%	403
2013 Q4	$295K	Hold	6,986	–	–	0.02%	386
2013 Q3	$273K	Hold	6,986	–	–	0.01%	395
2013 Q2	$251K	Buy	+6,986	New	+$250K	0.01%	396

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

Whittier Trust's IWP Position: Q2 2026 in Review

Whittier Trust increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 23% in Q2 2026, buying an estimated $324K and bringing the position to 12,630 shares worth $1.82M. The position accounts for 0.02% of the portfolio, ranked #311.

Whittier Trust first reported a position in IWP in Q2 2013 and has held it in 53 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Whittier Trust held 12,630 shares of iShares Russell Mid-Cap Growth ETF worth $1.82M as of Q2 2026.
Whittier Trust bought 2,353 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $324K.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Whittier Trust's portfolio in Q2 2026, its #311 holding.
Whittier Trust first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 53 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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