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WrapManager Inc’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

WrapManager Inc’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 		$218K Buy
+1,486
New +$205K 0.07% 142
2026
Q1 		– Sell
-1,486
Closed -$203K – 140
2025
Q4 		$203K Buy
+1,486
New +$208K 0.07% 138
2022
Q2 		– Sell
-2,025
Closed -$204K – 302
2022
Q1 		$204K Hold
2,025
– – 0.05% 284
2021
Q4 		$233K Hold
2,025
– – 0.06% 279
2021
Q3 		$227K Sell
2,025
-476
-19% -$54.8K 0.06% 285
2021
Q2 		$283K Hold
2,501
– – 0.07% 262
2021
Q1 		$255K Sell
2,501
-65
-3% -$6.8K 0.07% 243
2020
Q4 		$263K Sell
2,566
-98
-4% -$9.33K 0.08% 218
2020
Q3 		$230K Hold
2,664
– – 0.08% 213
2020
Q2 		$211K Buy
+2,664
New +$193K 0.08% 227
2020
Q1 		– Sell
-5,098
Closed -$389K – 241
2019
Q4 		$389K Hold
5,098
– – 0.12% 182
2019
Q3 		$360K Sell
5,098
-96
-2% -$6.9K 0.12% 185
2019
Q2 		$370K Sell
5,194
-148
-3% -$10.3K 0.12% 185
2019
Q1 		$362K Sell
5,342
-2
-0% -$128 0.12% 187
2018
Q4 		$304K Sell
5,344
-422
-7% -$25.7K 0.11% 192
2018
Q3 		$391K Sell
5,766
-242
-4% -$16.1K 0.12% 185
2018
Q2 		$381K Sell
6,008
-124
-2% -$7.8K 0.13% 188
2018
Q1 		$377K Sell
6,132
-13,806
-69% -$862K 0.13% 181
2017
Q4 		$1.2M Sell
19,938
-424
-2% -$24.9K 0.4% 55
2017
Q3 		$1.15M Sell
20,362
-126
-0.6% -$6.91K 0.39% 62
2017
Q2 		$1.11M Sell
20,488
-440
-2% -$23.4K 0.39% 65
2017
Q1 		$1.09M Buy
20,928
+3,312
+19% +$169K 0.4% 63
2016
Q4 		$858K Buy
17,616
+16
+0.1% +$771 0.33% 77
2016
Q3 		$857K Buy
17,600
+176
+1% +$8.54K 0.34% 78
2016
Q2 		$815K Sell
17,424
-2
-0% -$93 0.34% 74
2016
Q1 		$803K Buy
17,426
+1,328
+8% +$57.4K 0.36% 77
2015
Q4 		$740K Buy
+16,098
New +$748K 0.36% 74

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
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

WrapManager Inc's IWP Position: Q2 2026 in Review

WrapManager Inc opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 1,486 shares worth $218K. The stake represents 0.07% of the portfolio and ranks #142 among its holdings. This is a return to the name: WrapManager Inc previously reported a position in IWP as recently as Q4 2025.

WrapManager Inc first reported a position in IWP in Q4 2015 and has held it in 27 quarters since. The position peaked at $1.2M in Q4 2017. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • WrapManager Inc held 1,486 shares of iShares Russell Mid-Cap Growth ETF worth $218K as of Q2 2026.
  • iShares Russell Mid-Cap Growth ETF was a new WrapManager Inc position in Q2 2026.
  • iShares Russell Mid-Cap Growth ETF made up 0.07% of WrapManager Inc's portfolio in Q2 2026, its #142 holding.
  • WrapManager Inc first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2015 and has held it in 27 quarters since.
  • WrapManager Inc's iShares Russell Mid-Cap Growth ETF position peaked at $1.2M in Q4 2017.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on WrapManager Inc's 13F filing for Q2 2026, filed 5 Aug 2026.