Action Point Financial Planning’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Action Point Financial Planning’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	$1.5M	Buy	+10,240	New	+$1.41M	0.15%	131

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

Action Point Financial Planning's IWP Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 10,240 shares worth $1.5M. The stake represents 0.15% of the portfolio and ranks #131 among its holdings.

1,210 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Action Point Financial Planning held 10,240 shares of iShares Russell Mid-Cap Growth ETF worth $1.5M as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new Action Point Financial Planning position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.15% of Action Point Financial Planning's portfolio in Q2 2026, its #131 holding.
1,210 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.