AssuredPartners Investment Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

AssuredPartners Investment Advisors’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	$215K	Buy	+1,468	New	+$202K	0.02%	390
2026 Q1	–	Sell	-1,467	Closed	-$201K	–	422
2025 Q4	$201K	Buy	+1,467	New	+$205K	0.03%	331

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

AssuredPartners Investment Advisors's IWP Position: Q2 2026 in Review

AssuredPartners Investment Advisors opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 1,468 shares worth $215K. The stake represents 0.02% of the portfolio and ranks #390 among its holdings. This is a return to the name: AssuredPartners Investment Advisors previously reported a position in IWP as recently as Q4 2025.

AssuredPartners Investment Advisors first reported a position in IWP in Q4 2025 and has held it in 2 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

AssuredPartners Investment Advisors held 1,468 shares of iShares Russell Mid-Cap Growth ETF worth $215K as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new AssuredPartners Investment Advisors position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.02% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #390 holding.
AssuredPartners Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and has held it in 2 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.