Capital Squared Financial’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Capital Squared Financial’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	$1.86M	Buy	12,690 +42	+0.3%	+$5.79K	1.21%	30
2026 Q1	$1.62M	Sell	12,648 -61	-0.5%	-$8.25K	1.24%	27
2025 Q4	$1.74M	Buy	12,709 +459	+4%	+$64.1K	1.36%	24
2025 Q3	$1.74M	Buy	12,250 +2,892	+31%	+$409K	1.51%	20
2025 Q2	$1.3M	Buy	+9,358	New	+$1.18M	1.51%	23

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

Capital Squared Financial's IWP Position: Q2 2026 in Review

Capital Squared Financial increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.33% in Q2 2026, buying an estimated $5.79K and bringing the position to 12,690 shares worth $1.86M. The position accounts for 1.21% of the portfolio, ranked #30.

Capital Squared Financial first reported a position in IWP in Q2 2025 and has held it in 5 quarters since. 384 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Capital Squared Financial held 12,690 shares of iShares Russell Mid-Cap Growth ETF worth $1.86M as of Q2 2026.
Capital Squared Financial bought 42 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $5.79K.
iShares Russell Mid-Cap Growth ETF made up 1.21% of Capital Squared Financial's portfolio in Q2 2026, its #30 holding.
Capital Squared Financial first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
384 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.