Affiance Financial’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Affiance Financial’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	$971K	Hold	6,631	–	–	0.14%	56
2026 Q1	$850K	Sell	6,631 -555	-8%	-$75.1K	0.14%	57
2025 Q4	$984K	Hold	7,186	–	–	0.16%	52
2025 Q3	$1.02M	Hold	7,186	–	–	0.19%	50
2025 Q2	$997K	Sell	7,186 -36	-0.5%	-$4.55K	0.2%	49
2025 Q1	$849K	Hold	7,222	–	–	0.2%	51
2024 Q4	$915K	Hold	7,222	–	–	0.22%	54
2024 Q3	$847K	Hold	7,222	–	–	0.21%	56
2024 Q2	$797K	Hold	7,222	–	–	0.21%	55
2024 Q1	$824K	Sell	7,222 -582	-7%	-$63K	0.22%	53
2023 Q4	$815K	Hold	7,804	–	–	0.24%	58
2023 Q3	$713K	Sell	7,804 -1,930	-20%	-$185K	0.36%	57
2023 Q2	$941K	Hold	9,734	–	–	0.46%	51
2023 Q1	$886K	Sell	9,734 -10,084	-51%	-$900K	0.47%	50
2022 Q4	$1.66M	Buy	19,818 +17,944	+958%	+$1.51M	0.67%	30
2022 Q3	$147K	Hold	1,874	–	–	0.08%	79
2022 Q2	$148K	Sell	1,874 -1,300	-41%	-$113K	0.08%	84
2022 Q1	$319K	Hold	3,174	–	–	0.16%	77
2021 Q4	$366K	Hold	3,174	–	–	0.15%	86
2021 Q3	$356K	Hold	3,174	–	–	0.15%	84
2021 Q2	$359K	Hold	3,174	–	–	0.15%	85
2021 Q1	$324K	Hold	3,174	–	–	0.14%	86
2020 Q4	$326K	Hold	3,174	–	–	0.17%	84
2020 Q3	$274K	Buy	+3,174	New	+$268K	0.16%	84

Other funds holding IWP

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FAC

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

ZBNA

Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SGAM

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

Affiance Financial's IWP Position: Q2 2026 in Review

Affiance Financial held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 6,631 shares worth $971K. The position accounts for 0.14% of the portfolio, ranked #56.

Affiance Financial first reported a position in IWP in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.66M in Q4 2022. 587 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Affiance Financial held 6,631 shares of iShares Russell Mid-Cap Growth ETF worth $971K as of Q2 2026.
Affiance Financial left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.14% of Affiance Financial's portfolio in Q2 2026, its #56 holding.
Affiance Financial first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2020 and has held it in 24 quarters since.
Affiance Financial's iShares Russell Mid-Cap Growth ETF position peaked at $1.66M in Q4 2022.
587 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.