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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
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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cassaday & Co Wealth Management's IWP Position: Q1 2026 in Review

Cassaday & Co Wealth Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.9% in Q1 2026, buying an estimated $5.64M and bringing the position to 2,184,734 shares worth $280M. The position accounts for 5.96% of the portfolio, ranked #5.

Cassaday & Co Wealth Management first reported a position in IWP in Q4 2022 and has held it in 14 quarters since. The position peaked at $302M in Q3 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Cassaday & Co Wealth Management held 2,184,734 shares of iShares Russell Mid-Cap Growth ETF worth $280M as of Q1 2026.
  • Cassaday & Co Wealth Management bought 41,659 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $5.64M.
  • iShares Russell Mid-Cap Growth ETF made up 5.96% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #5 holding.
  • Cassaday & Co Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • Cassaday & Co Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $302M in Q3 2025.
  • 1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.