Y-Intercept (HK)’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Y-Intercept (HK)’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	$1.15M	Buy	7,862 +3,516	+81%	+$485K	0.02%	988
2026 Q1	$557K	Buy	+4,346	New	+$588K	0.01%	1235
2025 Q2	–	Sell	-24,269	Closed	-$2.85M	–	1824
2025 Q1	$2.85M	Sell	24,269 -835	-3%	-$107K	0.19%	125
2024 Q4	$3.18M	Buy	25,104 +15,350	+157%	+$1.95M	0.21%	114
2024 Q3	$1.14M	Buy	9,754 +5,428	+125%	+$607K	0.07%	383
2024 Q2	$477K	Buy	+4,326	New	+$475K	0.03%	826
2023 Q3	–	Sell	-23,490	Closed	-$2.27M	–	1320
2023 Q2	$2.27M	Buy	23,490 +16,928	+258%	+$1.54M	0.24%	93
2023 Q1	$597K	Buy	+6,562	New	+$586K	0.07%	432
2021 Q4	–	Sell	-2,040	Closed	-$229K	–	726
2021 Q3	$229K	Buy	+2,040	New	+$235K	0.04%	544
2021 Q2	–	Sell	-4,570	Closed	-$458K	–	753
2021 Q1	$458K	Buy	+4,570	New	+$478K	0.12%	278

Other funds holding IWP

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

FAC

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

SGAM

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

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

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Y-Intercept (HK)'s IWP Position: Q2 2026 in Review

Y-Intercept (HK) increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 81% in Q2 2026, buying an estimated $485K and bringing the position to 7,862 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #988.

Y-Intercept (HK) first reported a position in IWP in Q1 2021 and has held it in 10 quarters since. The position peaked at $3.18M in Q4 2024. 359 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Y-Intercept (HK) held 7,862 shares of iShares Russell Mid-Cap Growth ETF worth $1.15M as of Q2 2026.
Y-Intercept (HK) bought 3,516 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $485K.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Y-Intercept (HK)'s portfolio in Q2 2026, its #988 holding.
Y-Intercept (HK) first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2021 and has held it in 10 quarters since.
Y-Intercept (HK)'s iShares Russell Mid-Cap Growth ETF position peaked at $3.18M in Q4 2024.
359 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.