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

Chicago 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	$622K	Sell	4,246 -10	-0.2%	-$1.38K	0.22%	44
2026 Q1	$545K	Hold	4,256	–	–	0.22%	46
2025 Q4	$583K	Sell	4,256 -730	-15%	-$102K	0.23%	42
2025 Q3	$710K	Hold	4,986	–	–	0.31%	34
2025 Q2	$691K	Sell	4,986 -14	-0.3%	-$1.77K	0.33%	32
2025 Q1	$587K	Sell	5,000 -36	-0.7%	-$4.63K	0.31%	35
2024 Q4	$638K	Sell	5,036 -4	-0.1%	-$508	0.33%	34
2024 Q3	$591K	Hold	5,040	–	–	0.32%	35
2024 Q2	$556K	Hold	5,040	–	–	0.32%	33
2024 Q1	$575K	Hold	5,040	–	–	0.34%	33
2023 Q4	$526K	Sell	5,040 -88,183	-95%	-$8.36M	0.36%	30
2023 Q3	$8.52M	Sell	93,223 -625	-0.7%	-$59.8K	6.71%	4
2023 Q2	$9.07M	Buy	93,848 +88,811	+1,763%	+$8.09M	6.91%	4
2023 Q1	$459K	Hold	5,037	–	–	0.36%	29
2022 Q4	$421K	Sell	5,037 -360	-7%	-$30.3K	0.36%	26
2022 Q3	$423K	Hold	5,397	–	–	0.41%	23
2022 Q2	$428K	Sell	5,397 -1,535	-22%	-$134K	0.38%	22
2022 Q1	$697K	Buy	6,932 +900	+15%	+$89.6K	0.47%	29
2021 Q4	$695K	Hold	6,032	–	–	0.47%	26
2021 Q3	$676K	Hold	6,032	–	–	0.49%	24
2021 Q2	$683K	Sell	6,032 -27,350	-82%	-$2.92M	0.49%	25
2021 Q1	$3.41M	Sell	33,382 -46,220	-58%	-$4.83M	2.71%	13
2020 Q4	$8.17M	Buy	79,602 +8,554	+12%	+$814K	7.56%	4
2020 Q3	$6.14M	Buy	71,048 +2,042	+3%	+$172K	6.94%	4
2020 Q2	$5.46M	Buy	+69,006	New	+$5.01M	6.67%	5
2020 Q1	–	Sell	-67,592	Closed	-$5.16M	–	20
2019 Q4	$5.16M	Buy	+67,592	New	+$4.96M	4.96%	9

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

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

Chicago Wealth Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.23% in Q2 2026, selling an estimated $1.38K and leaving 4,246 shares worth $622K. The position accounts for 0.22% of the portfolio, ranked #44.

Chicago Wealth Management first reported a position in IWP in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.07M in Q2 2023. 1,217 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Chicago Wealth Management held 4,246 shares of iShares Russell Mid-Cap Growth ETF worth $622K as of Q2 2026.
Chicago Wealth Management sold 10 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.38K.
iShares Russell Mid-Cap Growth ETF made up 0.22% of Chicago Wealth Management's portfolio in Q2 2026, its #44 holding.
Chicago Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 26 quarters since.
Chicago Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $9.07M in Q2 2023.
1,217 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Chicago Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.