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

Albion Financial Group’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	$45.8K	Sell	313 -158	-34%	-$21.8K	﹤0.01%	288
2026 Q1	$60.3K	Hold	471	–	–	﹤0.01%	252
2025 Q4	$64.5K	Hold	471	–	–	﹤0.01%	234
2025 Q3	$67.1K	Hold	471	–	–	﹤0.01%	233
2025 Q2	$65.3K	Hold	471	–	–	﹤0.01%	221
2025 Q1	$55.3K	Sell	471 -630	-57%	-$81K	﹤0.01%	237
2024 Q4	$140K	Buy	1,101 +901	+451%	+$115K	0.01%	194
2024 Q3	$23.5K	Hold	200	–	–	﹤0.01%	284
2024 Q2	$22.1K	Hold	200	–	–	﹤0.01%	287
2024 Q1	$22.8K	Hold	200	–	–	﹤0.01%	270
2023 Q4	$20.9K	Hold	200	–	–	﹤0.01%	268
2023 Q3	$18.3K	Hold	200	–	–	﹤0.01%	265
2023 Q2	$19.3K	Hold	200	–	–	﹤0.01%	272
2023 Q1	$18.2K	Hold	200	–	–	﹤0.01%	269
2022 Q4	$16.7K	Hold	200	–	–	﹤0.01%	268
2022 Q3	$16K	Hold	200	–	–	﹤0.01%	280
2022 Q2	$16K	Hold	200	–	–	﹤0.01%	287
2022 Q1	$20K	Hold	200	–	–	﹤0.01%	318
2021 Q4	$23K	Hold	200	–	–	﹤0.01%	344
2021 Q3	$22K	Hold	200	–	–	﹤0.01%	316
2021 Q2	$23K	Buy	+200	New	+$21.4K	﹤0.01%	321
2020 Q4	$21K	Buy	+200	New	+$19K	﹤0.01%	305

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

Albion Financial Group's IWP Position: Q2 2026 in Review

Albion Financial Group reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 34% in Q2 2026, selling an estimated $21.8K and leaving 313 shares worth $45.8K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

Albion Financial Group first reported a position in IWP in Q4 2020 and has held it in 22 quarters since. The position peaked at $140K in Q4 2024. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Albion Financial Group held 313 shares of iShares Russell Mid-Cap Growth ETF worth $45.8K as of Q2 2026.
Albion Financial Group sold 158 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $21.8K.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #288 holding.
Albion Financial Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 22 quarters since.
Albion Financial Group's iShares Russell Mid-Cap Growth ETF position peaked at $140K in Q4 2024.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.