Clean Yield Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Clean Yield 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	$5.27K	Buy	+36	New	+$4.96K	﹤0.01%	349
2026 Q1	–	Sell	-231	Closed	-$31.6K	–	404
2025 Q4	$31.6K	Hold	231	–	–	0.01%	263
2025 Q3	$32.9K	Buy	+231	New	+$32.6K	0.01%	264
2023 Q1	–	Sell	-147	Closed	-$12.3K	–	446
2022 Q4	$12.3K	Buy	+147	New	+$12.4K	0.01%	326
2020 Q4	–	Sell	-528	Closed	-$46K	–	428
2020 Q3	$46K	Buy	+528	New	+$44.6K	0.02%	227
2017 Q2	–	Sell	-230	Closed	-$12K	–	194
2017 Q1	$12K	Buy	+230	New	+$11.7K	0.01%	266
2016 Q4	–	Sell	-230	Closed	-$11K	–	197
2016 Q3	$11K	Hold	230	–	–	﹤0.01%	282
2016 Q2	$11K	Hold	230	–	–	﹤0.01%	253
2016 Q1	$11K	Buy	+230	New	+$9.93K	﹤0.01%	250
2015 Q2	–	Sell	-230	Closed	-$11K	–	198
2015 Q1	$11K	Buy	+230	New	+$11K	﹤0.01%	287

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

Clean Yield Group's IWP Position: Q2 2026 in Review

Clean Yield Group opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 36 shares worth $5.27K. The stake represents ﹤0.01% of the portfolio and ranks #349 among its holdings. This is a return to the name: Clean Yield Group previously reported a position in IWP as recently as Q4 2025.

Clean Yield Group first reported a position in IWP in Q1 2015 and has held it in 10 quarters since. The position peaked at $46K in Q3 2020. 1,217 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Clean Yield Group held 36 shares of iShares Russell Mid-Cap Growth ETF worth $5.27K as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new Clean Yield Group position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Clean Yield Group's portfolio in Q2 2026, its #349 holding.
Clean Yield Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2015 and has held it in 10 quarters since.
Clean Yield Group's iShares Russell Mid-Cap Growth ETF position peaked at $46K in Q3 2020.
1,217 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.