Almanack Investment Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Almanack Investment Partners’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	$484K	Buy	3,306 +50	+2%	+$6.89K	0.06%	169
2026 Q1	$417K	Hold	3,256	–	–	0.07%	107
2025 Q4	$446K	Buy	+3,256	New	+$455K	0.08%	106
2021 Q3	–	Sell	-115,848	Closed	-$13.1M	–	530
2021 Q2	$13.1M	Buy	+115,848	New	+$12.4M	1.25%	21
2020 Q4	–	Sell	-95,172	Closed	-$8.71M	–	427
2020 Q3	$8.71M	Buy	+95,172	New	+$8.03M	1.07%	24
2018 Q4	–	Sell	-2,180	Closed	-$138K	–	248
2018 Q3	$138K	Buy	+2,180	New	+$145K	0.04%	224
2018 Q2	–	Sell	-1,966	Closed	-$121K	–	163
2018 Q1	$121K	Sell	1,966 -212	-10%	-$13.2K	0.05%	160
2017 Q4	$131K	Buy	+2,178	New	+$128K	0.05%	154

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

Almanack Investment Partners's IWP Position: Q2 2026 in Review

Almanack Investment Partners increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.5% in Q2 2026, buying an estimated $6.89K and bringing the position to 3,306 shares worth $484K. The position accounts for 0.06% of the portfolio, ranked #169.

Almanack Investment Partners first reported a position in IWP in Q4 2017 and has held it in 8 quarters since. The position peaked at $13.1M in Q2 2021. 1,220 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Almanack Investment Partners held 3,306 shares of iShares Russell Mid-Cap Growth ETF worth $484K as of Q2 2026.
Almanack Investment Partners bought 50 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $6.89K.
iShares Russell Mid-Cap Growth ETF made up 0.06% of Almanack Investment Partners's portfolio in Q2 2026, its #169 holding.
Almanack Investment Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and has held it in 8 quarters since.
Almanack Investment Partners's iShares Russell Mid-Cap Growth ETF position peaked at $13.1M in Q2 2021.
1,220 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Almanack Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.