Carlton Hofferkamp & Jenks Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Carlton Hofferkamp & Jenks Wealth Management’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	$278K	Sell	2,002 -13	-0.6%	-$1.79K	0.09%	121
2026 Q1	$274K	Sell	2,015 -31	-2%	-$4.2K	0.09%	117
2025 Q4	$280K	Buy	2,046 +20	+1%	+$2.79K	0.09%	118
2025 Q3	$294K	Buy	2,026 +1	+0%	+$141	0.1%	118
2025 Q2	$288K	Sell	2,025 -58	-3%	-$7.34K	0.1%	115
2025 Q1	$234K	Buy	2,083 +4	+0.2%	+$514	0.1%	123
2024 Q4	$285K	Sell	2,079 -147	-7%	-$18.7K	0.11%	120
2024 Q3	$266K	Hold	2,226	–	–	0.1%	124
2024 Q2	$245K	Sell	2,226 -129	-5%	-$14.2K	0.1%	127
2024 Q1	$255K	Sell	2,355 -491	-17%	-$53.1K	0.11%	116
2023 Q4	$297K	Sell	2,846 -16	-0.6%	-$1.52K	0.12%	111
2023 Q3	$249K	Hold	2,862	–	–	0.12%	112
2023 Q2	$276K	Sell	2,862 -9	-0.3%	-$820	0.12%	113
2023 Q1	$257K	Sell	2,871 -178	-6%	-$15.9K	0.12%	112
2022 Q4	$276K	Hold	3,049	–	–	0.12%	114
2022 Q3	$246K	Buy	3,049 +11	+0.4%	+$947	0.12%	110
2022 Q2	$252K	Sell	3,038 -28	-0.9%	-$2.44K	0.12%	113
2022 Q1	$300K	Sell	3,066 -207	-6%	-$20.6K	0.12%	111
2021 Q4	$314K	Sell	3,273 -15	-0.5%	-$1.75K	0.13%	108
2021 Q3	$403K	Sell	3,288 -33	-1%	-$3.8K	0.16%	104
2021 Q2	$366K	Sell	3,321 -531	-14%	-$56.7K	0.16%	103
2021 Q1	$425K	Buy	3,852 +3	+0.1%	+$314	0.19%	96
2020 Q4	$408K	Sell	3,849 -549	-12%	-$52.2K	0.2%	90
2020 Q3	$410K	Sell	4,398 -58	-1%	-$4.89K	0.21%	86
2020 Q2	$377K	Buy	4,456 +28	+0.6%	+$2.03K	0.22%	80
2020 Q1	$317K	Buy	4,428 +32	+0.7%	+$2.33K	0.19%	80
2019 Q4	$342K	Buy	+4,396	New	+$322K	0.19%	83

Other funds holding IWP

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 San Diego, California $445B AUM 25.58% 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

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

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

PMFA

Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's IWP Position: Q2 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.65% in Q2 2026, selling an estimated $1.79K and leaving 2,002 shares worth $278K. The position accounts for 0.09% of the portfolio, ranked #121.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in IWP in Q4 2019 and has held it in 27 quarters since. The position peaked at $425K in Q1 2021. 872 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Carlton Hofferkamp & Jenks Wealth Management held 2,002 shares of iShares Russell Mid-Cap Growth ETF worth $278K as of Q2 2026.
Carlton Hofferkamp & Jenks Wealth Management sold 13 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.79K.
iShares Russell Mid-Cap Growth ETF made up 0.09% of Carlton Hofferkamp & Jenks Wealth Management's portfolio in Q2 2026, its #121 holding.
Carlton Hofferkamp & Jenks Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
Carlton Hofferkamp & Jenks Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $425K in Q1 2021.
872 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.