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Cahill Financial Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Cahill Financial 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 		– Sell
-2,961
Closed -$379K – 302
2026
Q1 		$379K Sell
2,961
-653
-18% -$88.4K 0.04% 209
2025
Q4 		$495K Hold
3,614
– – 0.05% 174
2025
Q3 		$515K Buy
+3,614
New +$511K 0.06% 174
2025
Q2 		– Sell
-1,814
Closed -$213K – 278
2025
Q1 		$213K Sell
1,814
-561
-24% -$72.1K 0.03% 254
2024
Q4 		$301K Hold
2,375
– – 0.04% 219
2024
Q3 		$279K Buy
2,375
+2
+0.1% +$224 0.04% 220
2024
Q2 		$262K Buy
2,373
+1
+0% +$110 0.04% 232
2024
Q1 		$271K Buy
2,372
+1
+0% +$108 0.04% 227
2023
Q4 		$248K Sell
2,371
-233
-9% -$22.1K 0.04% 218
2023
Q3 		$238K Hold
2,604
– – 0.04% 221
2023
Q2 		$252K Buy
2,604
+103
+4% +$9.39K 0.04% 213
2023
Q1 		$228K Buy
2,501
+2
+0.1% +$178 0.04% 218
2022
Q4 		$209K Buy
+2,499
New +$210K 0.04% 218
2022
Q3 		– Sell
-3,107
Closed -$246K – 219
2022
Q2 		$246K Buy
3,107
+5
+0.2% +$435 0.05% 192
2022
Q1 		$312K Sell
3,102
-111
-3% -$11.1K 0.06% 184
2021
Q4 		$370K Sell
3,213
-529
-14% -$61.7K 0.07% 177
2021
Q3 		$419K Buy
3,742
+585
+19% +$67.3K 0.09% 164
2021
Q2 		$357K Sell
3,157
-102
-3% -$10.9K 0.08% 165
2021
Q1 		$333K Buy
3,259
+114
+4% +$11.9K 0.08% 162
2020
Q4 		$323K Buy
+3,145
New +$299K 0.08% 159

Other funds holding IWP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cahill Financial Advisors's IWP Position: Q2 2026 in Review

Cahill Financial Advisors sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026, closing a stake of 2,961 shares — an estimated $379K sold.

Cahill Financial Advisors first reported a position in IWP in Q4 2020 and held it in 20 quarters. The position peaked at $515K in Q3 2025. 1,006 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Cahill Financial Advisors reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Cahill Financial Advisors sold 2,961 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $379K.
  • Cahill Financial Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and held it in 20 quarters.
  • Cahill Financial Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $515K in Q3 2025.
  • 1,006 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.