Callan Family Office’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Callan Family Office’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	$1.12M	Sell	7,630 -262	-3%	-$36.1K	0.02%	568
2026 Q1	$1.01M	Sell	7,892 -360	-4%	-$48.7K	0.02%	552
2025 Q4	$1.13M	Buy	8,252 +82	+1%	+$11.5K	0.02%	518
2025 Q3	$1.16M	Buy	8,170 +313	+4%	+$44.2K	0.04%	352
2025 Q2	$1.09M	Sell	7,857 -229	-3%	-$29K	0.03%	377
2025 Q1	$950K	Buy	8,086 +9	+0.1%	+$1.16K	0.07%	221
2024 Q4	$1.02M	Sell	8,077 -37	-0.5%	-$4.7K	0.07%	249
2024 Q3	$952K	Buy	8,114 +1,531	+23%	+$171K	0.16%	71
2024 Q2	$726K	Buy	6,583 +1,716	+35%	+$189K	0.14%	70
2024 Q1	$556K	Buy	4,867 +234	+5%	+$25.3K	0.13%	58
2023 Q4	$484K	Hold	4,633	–	–	0.12%	58
2023 Q3	$423K	Hold	4,633	–	–	0.11%	58
2023 Q2	$448K	Hold	4,633	–	–	0.12%	66
2023 Q1	$422K	Buy	+4,633	New	+$413K	0.1%	103

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

Callan Family Office's IWP Position: Q2 2026 in Review

Callan Family Office reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 3.3% in Q2 2026, selling an estimated $36.1K and leaving 7,630 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #568.

Callan Family Office first reported a position in IWP in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.16M in Q3 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Callan Family Office held 7,630 shares of iShares Russell Mid-Cap Growth ETF worth $1.12M as of Q2 2026.
Callan Family Office sold 262 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $36.1K.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Callan Family Office's portfolio in Q2 2026, its #568 holding.
Callan Family Office first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
Callan Family Office's iShares Russell Mid-Cap Growth ETF position peaked at $1.16M in Q3 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.