AHC
IWP icon

Anderson Hoagland & Co’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Anderson Hoagland & Co’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 		$527K Hold
3,600
– – 0.04% 121
2026
Q1 		$461K Hold
3,600
– – 0.04% 123
2025
Q4 		$493K Hold
3,600
– – 0.04% 125
2025
Q3 		$513K Hold
3,600
– – 0.05% 125
2025
Q2 		$499K Hold
3,600
– – 0.05% 126
2025
Q1 		$376K Sell
3,600
-55
-2% -$7.07K 0.04% 125
2024
Q4 		$484K Buy
+3,655
New +$465K 0.05% 123

Other funds holding IWP

FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Anderson Hoagland & Co's IWP Position: Q2 2026 in Review

Anderson Hoagland & Co held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 3,600 shares worth $527K. The position accounts for 0.04% of the portfolio, ranked #121.

Anderson Hoagland & Co first reported a position in IWP in Q4 2024 and has held it in 7 quarters since. 232 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Anderson Hoagland & Co held 3,600 shares of iShares Russell Mid-Cap Growth ETF worth $527K as of Q2 2026.
  • Anderson Hoagland & Co left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Growth ETF made up 0.04% of Anderson Hoagland & Co's portfolio in Q2 2026, its #121 holding.
  • Anderson Hoagland & Co first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 232 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Anderson Hoagland & Co's 13F filing for Q2 2026, filed 6 Jul 2026.