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Clayton Financial Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Clayton Financial Group’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 		$254K Hold
1,735
– – 0.14% 55
2026
Q1 		$222K Hold
1,735
– – 0.11% 70
2025
Q4 		$238K Buy
1,735
+1,200
+224% +$168K 0.12% 67
2025
Q3 		$76.2K Buy
+535
New +$75.6K 0.06% 81
2025
Q2 		– Sell
-1,928
Closed -$227K – 68
2025
Q1 		$227K Buy
1,928
+36
+2% +$4.63K 0.08% 104
2024
Q4 		$240K Sell
1,892
-423
-18% -$53.8K 0.09% 106
2024
Q3 		$272K Sell
2,315
-482
-17% -$53.9K 0.1% 92
2024
Q2 		$319K Buy
2,797
+38
+1% +$4.17K 0.14% 76
2024
Q1 		$315K Buy
+2,759
New +$298K 0.14% 74

Other funds holding IWP

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Clayton Financial Group's IWP Position: Q2 2026 in Review

Clayton Financial Group held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 1,735 shares worth $254K. The position accounts for 0.14% of the portfolio, ranked #55.

Clayton Financial Group first reported a position in IWP in Q1 2024 and has held it in 9 quarters since. The position peaked at $319K in Q2 2024. 346 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Clayton Financial Group held 1,735 shares of iShares Russell Mid-Cap Growth ETF worth $254K as of Q2 2026.
  • Clayton Financial Group left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Growth ETF made up 0.14% of Clayton Financial Group's portfolio in Q2 2026, its #55 holding.
  • Clayton Financial Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
  • Clayton Financial Group's iShares Russell Mid-Cap Growth ETF position peaked at $319K in Q2 2024.
  • 346 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.