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

Alliance Wealth Management 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	$316K	Hold	2,156	–	–	0.06%	80
2026 Q1	$276K	Hold	2,156	–	–	0.06%	81
2025 Q4	$295K	Hold	2,156	–	–	0.06%	82
2025 Q3	$307K	Hold	2,156	–	–	0.07%	79
2025 Q2	$299K	Hold	2,156	–	–	0.08%	74
2025 Q1	$253K	Hold	2,156	–	–	0.07%	75
2024 Q4	$273K	Hold	2,156	–	–	0.07%	74
2024 Q3	$253K	Buy	+2,156	New	+$241K	0.07%	76
2016 Q1	–	Sell	-124,738	Closed	-$5.73M	–	28
2015 Q4	$5.73M	Buy	+124,738	New	+$5.8M	5.47%	7

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

Alliance Wealth Management Group's IWP Position: Q2 2026 in Review

Alliance Wealth Management Group held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 2,156 shares worth $316K. The position accounts for 0.06% of the portfolio, ranked #80.

Alliance Wealth Management Group first reported a position in IWP in Q4 2015 and has held it in 9 quarters since. The position peaked at $5.73M in Q4 2015. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Alliance Wealth Management Group held 2,156 shares of iShares Russell Mid-Cap Growth ETF worth $316K as of Q2 2026.
Alliance Wealth Management Group left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.06% of Alliance Wealth Management Group's portfolio in Q2 2026, its #80 holding.
Alliance Wealth Management Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2015 and has held it in 9 quarters since.
Alliance Wealth Management Group's iShares Russell Mid-Cap Growth ETF position peaked at $5.73M in Q4 2015.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Alliance Wealth Management Group's 13F filing for Q2 2026, filed 4 Aug 2026.