Atwood & Palmer’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Atwood & Palmer’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	$67.3K	Hold	460	–	–	﹤0.01%	230
2026 Q1	$58.9K	Hold	460	–	–	﹤0.01%	239
2025 Q4	$63K	Hold	460	–	–	﹤0.01%	223
2025 Q3	$65.5K	Hold	460	–	–	﹤0.01%	223
2025 Q2	$63.8K	Hold	460	–	–	﹤0.01%	224
2025 Q1	$54K	Hold	460	–	–	﹤0.01%	219
2024 Q4	$58.3K	Hold	460	–	–	﹤0.01%	213
2024 Q3	$54K	Hold	460	–	–	﹤0.01%	222
2024 Q2	$50.8K	Hold	460	–	–	﹤0.01%	223
2024 Q1	$52.5K	Hold	460	–	–	﹤0.01%	209
2023 Q4	$48.1K	Hold	460	–	–	﹤0.01%	219
2023 Q3	$42K	Hold	460	–	–	﹤0.01%	218
2023 Q2	$44.5K	Hold	460	–	–	﹤0.01%	220
2023 Q1	$41.9K	Hold	460	–	–	﹤0.01%	213
2022 Q4	$38.5K	Buy	+460	New	+$38.7K	﹤0.01%	226
2020 Q4	–	Sell	-30	Closed	-$3K	–	379
2020 Q3	$3K	Buy	+30	New	+$2.53K	﹤0.01%	308
2017 Q1	–	Sell	-270	Closed	-$13K	–	320
2016 Q4	$13K	Hold	270	–	–	﹤0.01%	251
2016 Q3	$13K	Buy	+270	New	+$13.1K	﹤0.01%	249

Other funds holding IWP

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

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

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

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

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Atwood & Palmer's IWP Position: Q2 2026 in Review

Atwood & Palmer held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 460 shares worth $67.3K. The position accounts for ﹤0.01% of the portfolio, ranked #230.

Atwood & Palmer first reported a position in IWP in Q3 2016 and has held it in 18 quarters since. 412 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Atwood & Palmer held 460 shares of iShares Russell Mid-Cap Growth ETF worth $67.3K as of Q2 2026.
Atwood & Palmer left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #230 holding.
Atwood & Palmer first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2016 and has held it in 18 quarters since.
412 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.