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

AmeriFlex 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 		$95.2K Buy
650
+44
+7% +$6.07K 0.04% 341
2026
Q1 		$77.7K Hold
606
– – 0.04% 338
2025
Q4 		$83K Buy
606
+76
+14% +$10.6K 0.04% 321
2025
Q3 		$75.5K Buy
530
+68
+15% +$9.61K 0.03% 381
2025
Q2 		$63.8K Sell
462
-11
-2% -$1.39K 0.03% 342
2025
Q1 		$55.5K Buy
473
+374
+378% +$48.1K 0.02% 442
2024
Q4 		$13.3K Buy
+99
New +$12.6K 0.01% 712

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
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

AmeriFlex Group's IWP Position: Q2 2026 in Review

AmeriFlex Group increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 7.3% in Q2 2026, buying an estimated $6.07K and bringing the position to 650 shares worth $95.2K. The position accounts for 0.04% of the portfolio, ranked #341.

AmeriFlex Group first reported a position in IWP in Q4 2024 and has held it in 7 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • AmeriFlex Group held 650 shares of iShares Russell Mid-Cap Growth ETF worth $95.2K as of Q2 2026.
  • AmeriFlex Group bought 44 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $6.07K.
  • iShares Russell Mid-Cap Growth ETF made up 0.04% of AmeriFlex Group's portfolio in Q2 2026, its #341 holding.
  • AmeriFlex Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.