Abound Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Abound Wealth Management’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	$14.4K	Hold	98	–	–	﹤0.01%	420
2026 Q1	$12.6K	Sell	98 -44	-31%	-$5.95K	﹤0.01%	495
2025 Q4	$19.5K	Sell	142 -81	-36%	-$11.3K	﹤0.01%	373
2025 Q3	$31.8K	Buy	223 +154	+223%	+$21.8K	0.01%	282
2025 Q2	$9.61K	Hold	69	–	–	﹤0.01%	451
2025 Q1	$8.12K	Hold	69	–	–	﹤0.01%	436
2024 Q4	$8.75K	Hold	69	–	–	﹤0.01%	409
2024 Q3	$8.09K	Hold	69	–	–	﹤0.01%	454
2024 Q2	$7.62K	Hold	69	–	–	﹤0.01%	412
2024 Q1	$7.88K	Hold	69	–	–	﹤0.01%	419
2023 Q4	$7.21K	Hold	69	–	–	﹤0.01%	428
2023 Q3	$6.3K	Buy	+69	New	+$6.6K	﹤0.01%	414
2022 Q1	–	Sell	-1	Closed	-$115	–	115
2021 Q4	$115	Buy	+1	New	+$117	﹤0.01%	105

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

Abound Wealth Management's IWP Position: Q2 2026 in Review

Abound Wealth Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 98 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Abound Wealth Management first reported a position in IWP in Q4 2021 and has held it in 13 quarters since. The position peaked at $31.8K in Q3 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Abound Wealth Management held 98 shares of iShares Russell Mid-Cap Growth ETF worth $14.4K as of Q2 2026.
Abound Wealth Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #420 holding.
Abound Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 13 quarters since.
Abound Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $31.8K in Q3 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.