Auour Investments’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Auour Investments’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	$4.32M	Buy	29,526 +850	+3%	+$117K	1.24%	22
2026 Q1	$3.67M	Buy	28,676 +1,798	+7%	+$243K	1.16%	23
2025 Q4	$3.68M	Buy	26,878 +10,135	+61%	+$1.42M	1.17%	24
2025 Q3	$2.38M	Buy	16,743 +309	+2%	+$43.7K	0.78%	28
2025 Q2	$2.28M	Sell	16,434 -2,728	-14%	-$345K	0.78%	29
2025 Q1	$2.32M	Sell	19,162 -15,159	-44%	-$1.95M	0.84%	28
2024 Q4	$4.62M	Sell	34,321 -705	-2%	-$89.6K	1.62%	17
2024 Q3	$4.28M	Sell	35,026 -426	-1%	-$47.6K	1.53%	20
2024 Q2	$3.91M	Buy	35,452 +1,297	+4%	+$142K	1.46%	23
2024 Q1	$3.9M	Buy	34,155 +147	+0.4%	+$15.9K	1.44%	24
2023 Q4	$3.57M	Buy	34,008 +433	+1%	+$41K	1.41%	23
2023 Q3	$3.07M	Buy	33,575 +2,284	+7%	+$218K	1.3%	26
2023 Q2	$3.02M	Buy	+31,291	New	+$2.85M	1.28%	24

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

Auour Investments's IWP Position: Q2 2026 in Review

Auour Investments increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 3% in Q2 2026, buying an estimated $117K and bringing the position to 29,526 shares worth $4.32M. The position accounts for 1.24% of the portfolio, ranked #22.

Auour Investments first reported a position in IWP in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.62M in Q4 2024. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Auour Investments held 29,526 shares of iShares Russell Mid-Cap Growth ETF worth $4.32M as of Q2 2026.
Auour Investments bought 850 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $117K.
iShares Russell Mid-Cap Growth ETF made up 1.24% of Auour Investments's portfolio in Q2 2026, its #22 holding.
Auour Investments first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2023 and has held it in 13 quarters since.
Auour Investments's iShares Russell Mid-Cap Growth ETF position peaked at $4.62M in Q4 2024.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Auour Investments's 13F filing for Q2 2026, filed 21 Jul 2026.