CCG Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

CCG 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	$407K	Hold	2,780	–	–	0.09%	104
2026 Q1	$356K	Buy	2,780 +268	+11%	+$36.3K	0.1%	102
2025 Q4	$344K	Hold	2,512	–	–	0.15%	70
2025 Q3	$358K	Buy	2,512 +653	+35%	+$92.3K	0.17%	60
2025 Q2	$258K	Hold	1,859	–	–	0.14%	70
2025 Q1	$218K	Hold	1,859	–	–	0.13%	71
2024 Q4	$236K	Hold	1,859	–	–	0.13%	65
2024 Q3	$218K	Sell	1,859 -211	-10%	-$23.6K	0.12%	66
2024 Q2	$228K	Sell	2,070 -301	-13%	-$33.1K	0.13%	59
2024 Q1	$271K	Hold	2,371	–	–	0.16%	57
2023 Q4	$248K	Sell	2,371 -1,813	-43%	-$172K	0.17%	47
2023 Q3	$382K	Buy	4,184 +2,024	+94%	+$194K	0.25%	40
2023 Q2	$209K	Buy	+2,160	New	+$197K	0.13%	60
2022 Q3	–	Sell	-2,865	Closed	-$227K	–	105
2022 Q2	$227K	Hold	2,865	–	–	0.13%	92
2022 Q1	$288K	Hold	2,865	–	–	0.14%	89
2021 Q4	$330K	Hold	2,865	–	–	0.17%	54
2021 Q3	$321K	Hold	2,865	–	–	0.19%	68
2021 Q2	$324K	Hold	2,865	–	–	0.25%	44
2021 Q1	$292K	Sell	2,865 -49	-2%	-$5.12K	0.29%	45
2020 Q4	$299K	Hold	2,914	–	–	0.32%	49
2020 Q3	$252K	Hold	2,914	–	–	0.24%	39
2020 Q2	$230K	Sell	2,914 -714	-20%	-$51.8K	0.21%	46
2020 Q1	$221K	Sell	3,628 -506	-12%	-$36.9K	0.21%	53
2019 Q4	$315K	Sell	4,134 -640	-13%	-$46.9K	0.2%	60
2019 Q3	$337K	Sell	4,774 -200	-4%	-$14.4K	0.23%	55
2019 Q2	$355K	Hold	4,974	–	–	0.25%	46
2019 Q1	$337K	Sell	4,974 -422	-8%	-$27.1K	0.27%	47
2018 Q4	$307K	Buy	+5,396	New	+$328K	0.3%	47

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

CCG Wealth Management's IWP Position: Q2 2026 in Review

CCG Wealth Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 2,780 shares worth $407K. The position accounts for 0.09% of the portfolio, ranked #104.

CCG Wealth Management first reported a position in IWP in Q4 2018 and has held it in 28 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

CCG Wealth Management held 2,780 shares of iShares Russell Mid-Cap Growth ETF worth $407K as of Q2 2026.
CCG Wealth Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.09% of CCG Wealth Management's portfolio in Q2 2026, its #104 holding.
CCG Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and has held it in 28 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on CCG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.