Cascade Financial Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Cascade Financial Partners’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	$457K	Buy	3,123 +543	+21%	+$74.8K	0.04%	184
2026 Q1	$331K	Sell	2,580 -72	-3%	-$9.74K	0.03%	198
2025 Q4	$363K	Sell	2,652 -24	-0.9%	-$3.35K	0.04%	185
2025 Q3	$381K	Hold	2,676	–	–	0.04%	184
2025 Q2	$371K	Sell	2,676 -11	-0.4%	-$1.39K	0.04%	183
2025 Q1	$316K	Buy	2,687 +8	+0.3%	+$1.03K	0.04%	192
2024 Q4	$340K	Buy	2,679 +218	+9%	+$27.7K	0.04%	177
2024 Q3	$297K	Buy	2,461 +208	+9%	+$23.3K	0.04%	186
2024 Q2	$249K	Sell	2,253 -70	-3%	-$7.69K	0.03%	197
2024 Q1	$255K	Buy	+2,323	New	+$251K	0.04%	193

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

Cascade Financial Partners's IWP Position: Q2 2026 in Review

Cascade Financial Partners increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 21% in Q2 2026, buying an estimated $74.8K and bringing the position to 3,123 shares worth $457K. The position accounts for 0.04% of the portfolio, ranked #184.

Cascade Financial Partners first reported a position in IWP in Q1 2024 and has held it in 10 quarters since. 1,221 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Cascade Financial Partners held 3,123 shares of iShares Russell Mid-Cap Growth ETF worth $457K as of Q2 2026.
Cascade Financial Partners bought 543 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $74.8K.
iShares Russell Mid-Cap Growth ETF made up 0.04% of Cascade Financial Partners's portfolio in Q2 2026, its #184 holding.
Cascade Financial Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
1,221 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.