Wilmington Savings Fund Society’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Wilmington Savings Fund Society’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	$2.8M	Buy	19,141 +6,129	+47%	+$845K	0.06%	211
2026 Q1	$1.67M	Buy	13,012 +4,833	+59%	+$654K	0.04%	250
2025 Q4	$1.12M	Buy	8,179 +185	+2%	+$25.9K	0.03%	294
2025 Q3	$1.14M	Sell	7,994 -4,464	-36%	-$631K	0.03%	290
2025 Q2	$1.73M	Buy	12,458 +11	+0.1%	+$1.39K	0.03%	324
2025 Q1	$1.46M	Sell	12,447 -60	-0.5%	-$7.71K	0.03%	349
2024 Q4	$1.59M	Buy	12,507 +3,134	+33%	+$398K	0.03%	344
2024 Q3	$1.1M	Buy	9,373 +791	+9%	+$88.4K	0.02%	409
2024 Q2	$947K	Hold	8,582	–	–	0.04%	211
2024 Q1	$980K	Buy	+8,582	New	+$928K	0.04%	209
2023 Q3	$854K	Hold	9,345	–	–	0.04%	213
2023 Q2	$903K	Sell	9,345 -805	-8%	-$73.4K	0.04%	220
2023 Q1	$924K	Hold	10,150	–	–	0.04%	208
2022 Q4	$849K	Hold	10,150	–	–	0.04%	222
2022 Q3	$796K	Hold	10,150	–	–	0.04%	221
2022 Q2	$804K	Buy	10,150 +283	+3%	+$24.6K	0.04%	225
2022 Q1	$992K	Sell	9,867 -155	-2%	-$15.4K	0.04%	222
2021 Q4	$1.16M	Buy	10,022 +1,700	+20%	+$198K	0.04%	220
2021 Q3	$933K	Buy	8,322 +980	+13%	+$113K	0.04%	233
2021 Q2	$831K	Sell	7,342 -268	-4%	-$28.6K	0.03%	246
2021 Q1	$777K	Sell	7,610 -1,284	-14%	-$134K	0.03%	241
2020 Q4	$913K	Sell	8,894 -1,230	-12%	-$117K	0.04%	233
2020 Q3	$875K	Buy	10,124 +438	+5%	+$37K	0.04%	228
2020 Q2	$766K	Sell	9,686 -1,358	-12%	-$98.5K	0.04%	235
2020 Q1	$672K	Sell	11,044 -312	-3%	-$22.7K	0.04%	226
2019 Q4	$866K	Buy	11,356 +1,242	+12%	+$91.1K	0.04%	201
2019 Q3	$714K	Buy	10,114 +446	+5%	+$32.1K	0.04%	210
2019 Q2	$689K	Buy	9,668 +148	+2%	+$10.3K	0.04%	216
2019 Q1	$645K	Buy	9,520 +708	+8%	+$45.5K	0.04%	219
2018 Q4	$501K	Buy	8,812 +28	+0.3%	+$1.7K	0.03%	242
2018 Q3	$595K	Buy	8,784 +800	+10%	+$53.2K	0.03%	237
2018 Q2	$506K	Sell	7,984 -90	-1%	-$5.67K	0.03%	248
2018 Q1	$496K	Sell	8,074 -916	-10%	-$57.2K	0.03%	253
2017 Q4	$542K	Buy	8,990 +868	+11%	+$51K	0.03%	245
2017 Q3	$460K	Buy	8,122 +50	+0.6%	+$2.74K	0.03%	248
2017 Q2	$436K	Hold	8,072	–	–	0.03%	252
2017 Q1	$419K	Hold	8,072	–	–	0.03%	247
2016 Q4	$393K	Sell	8,072 -5,870	-42%	-$283K	0.02%	252
2016 Q3	$679K	Hold	13,942	–	–	0.04%	222
2016 Q2	$652K	Sell	13,942 -8	-0.1%	-$370	0.04%	228
2016 Q1	$643K	Hold	13,950	–	–	0.04%	229
2015 Q4	$641K	Hold	13,950	–	–	0.04%	234
2015 Q3	$618K	Hold	13,950	–	–	0.04%	230
2015 Q2	$675K	Hold	13,950	–	–	0.04%	234
2015 Q1	$683K	Hold	13,950	–	–	0.04%	235
2014 Q4	$650K	Hold	13,950	–	–	0.04%	240
2014 Q3	$616K	Hold	13,950	–	–	0.03%	247
2014 Q2	$625K	Hold	13,950	–	–	0.03%	254
2014 Q1	$598K	Hold	13,950	–	–	0.03%	256
2013 Q4	$588K	Hold	13,950	–	–	0.03%	260
2013 Q3	$546K	Hold	13,950	–	–	0.03%	263
2013 Q2	$500K	Buy	+13,950	New	+$499K	0.03%	266

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

Wilmington Savings Fund Society's IWP Position: Q2 2026 in Review

Wilmington Savings Fund Society increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 47% in Q2 2026, buying an estimated $845K and bringing the position to 19,141 shares worth $2.8M. The position accounts for 0.06% of the portfolio, ranked #211.

Wilmington Savings Fund Society first reported a position in IWP in Q2 2013 and has held it in 52 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Wilmington Savings Fund Society held 19,141 shares of iShares Russell Mid-Cap Growth ETF worth $2.8M as of Q2 2026.
Wilmington Savings Fund Society bought 6,129 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $845K.
iShares Russell Mid-Cap Growth ETF made up 0.06% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #211 holding.
Wilmington Savings Fund Society first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 52 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.