American Financial & Tax Strategies’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

American Financial & Tax Strategies’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	$385K	Hold	2,630	–	–	0.17%	81
2026 Q1	$337K	Hold	2,630	–	–	0.16%	83
2025 Q4	$360K	Sell	2,630 -14	-0.5%	-$1.96K	0.18%	81
2025 Q3	$377K	Sell	2,644 -141	-5%	-$19.9K	0.19%	74
2025 Q2	$386K	Buy	2,785 +147	+6%	+$18.6K	0.2%	74
2025 Q1	$310K	Sell	2,638 -434	-14%	-$55.8K	0.17%	77
2024 Q4	$389K	Hold	3,072	–	–	0.2%	73
2024 Q3	$360K	Hold	3,072	–	–	0.18%	76
2024 Q2	$339K	Sell	3,072 -17	-0.6%	-$1.87K	0.18%	77
2024 Q1	$353K	Sell	3,089 -56	-2%	-$6.06K	0.19%	76
2023 Q4	$329K	Buy	+3,145	New	+$298K	0.19%	77

Other funds holding IWP

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PMFA

Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 1-Year Est. Return

American Financial & Tax Strategies's IWP Position: Q2 2026 in Review

American Financial & Tax Strategies held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 2,630 shares worth $385K. The position accounts for 0.17% of the portfolio, ranked #81.

American Financial & Tax Strategies first reported a position in IWP in Q4 2023 and has held it in 11 quarters since. The position peaked at $389K in Q4 2024. 950 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

American Financial & Tax Strategies held 2,630 shares of iShares Russell Mid-Cap Growth ETF worth $385K as of Q2 2026.
American Financial & Tax Strategies left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.17% of American Financial & Tax Strategies's portfolio in Q2 2026, its #81 holding.
American Financial & Tax Strategies first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
American Financial & Tax Strategies's iShares Russell Mid-Cap Growth ETF position peaked at $389K in Q4 2024.
950 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.