CCWM
IWP icon

Cassaday & Co Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Cassaday & Co 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 		$328M Buy
2,243,150
+58,416
+3% +$8.05M 6.17% 3
2026
Q1 		$280M Buy
2,184,734
+41,659
+2% +$5.64M 5.96% 5
2025
Q4 		$293M Buy
2,143,075
+24,872
+1% +$3.48M 6.18% 3
2025
Q3 		$302M Buy
2,118,203
+8,121
+0.4% +$1.15M 6.95% 2
2025
Q2 		$293M Sell
2,110,082
-5,559
-0.3% -$703K 7.32% 2
2025
Q1 		$249M Sell
2,115,641
-24,045
-1% -$3.09M 6.99% 3
2024
Q4 		$271M Buy
2,139,686
+5,536
+0.3% +$704K 7.4% 3
2024
Q3 		$250M Buy
2,134,150
+47,328
+2% +$5.29M 7.08% 3
2024
Q2 		$230M Buy
2,086,822
+31,922
+2% +$3.51M 7.24% 3
2024
Q1 		$235M Buy
2,054,900
+20,302
+1% +$2.2M 7.63% 3
2023
Q4 		$213M Buy
2,034,598
+26,997
+1% +$2.56M 7.37% 3
2023
Q3 		$183M Buy
2,007,601
+16,133
+0.8% +$1.54M 7.66% 4
2023
Q2 		$192M Buy
1,991,468
+37,598
+2% +$3.43M 7.63% 4
2023
Q1 		$178M Buy
1,953,870
+159,653
+9% +$14.2M 7.59% 4
2022
Q4 		$150M Buy
+1,794,217
New +$151M 6.93% 4

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cassaday & Co Wealth Management's IWP Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.7% in Q2 2026, buying an estimated $8.05M and bringing the position to 2,243,150 shares worth $328M. The position accounts for 6.17% of the portfolio, ranked #3.

Cassaday & Co Wealth Management first reported a position in IWP in Q4 2022 and has held it in 15 quarters since. 1,215 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Cassaday & Co Wealth Management held 2,243,150 shares of iShares Russell Mid-Cap Growth ETF worth $328M as of Q2 2026.
  • Cassaday & Co Wealth Management bought 58,416 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $8.05M.
  • iShares Russell Mid-Cap Growth ETF made up 6.17% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Cassaday & Co Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,215 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.