Concord Wealth Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Concord Wealth Partners’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	$48K	Buy	+328	New	+$45.2K	0.01%	375
2026 Q1	–	Sell	-329	Closed	-$45K	–	502
2025 Q4	$45K	Hold	329	–	–	0.01%	343
2025 Q3	$46.8K	Hold	329	–	–	0.01%	349
2025 Q2	$45.6K	Hold	329	–	–	0.01%	355
2025 Q1	$38.6K	Hold	329	–	–	0.01%	355
2024 Q4	$41.6K	Sell	329 -2	-0.6%	-$254	0.01%	355
2024 Q3	$38.8K	Buy	331 +1	+0.3%	+$112	0.01%	369
2024 Q2	$36.5K	Hold	330	–	–	0.01%	348
2024 Q1	$37.7K	Sell	330 -103	-24%	-$11.1K	0.01%	396
2023 Q4	$45.3K	Hold	433	–	–	0.01%	369
2023 Q3	$39.6K	Sell	433 -1	-0.2%	-$96	0.01%	408
2023 Q2	$42K	Buy	434 +20	+5%	+$1.82K	0.01%	392
2023 Q1	$37.7K	Sell	414 -947	-70%	-$84.5K	0.01%	386
2022 Q4	$114K	Buy	+1,361	New	+$115K	0.03%	228
2022 Q3	–	Sell	-791	Closed	-$63K	–	650
2022 Q2	$63K	Sell	791 -11	-1%	-$958	0.02%	328
2022 Q1	$81K	Buy	802 +198	+33%	+$19.7K	0.02%	333
2021 Q4	$70K	Buy	604 +303	+101%	+$35.3K	0.02%	385
2021 Q3	$34K	Buy	301 +1	+0.3%	+$115	0.01%	282
2021 Q2	$34K	Hold	300	–	–	0.01%	408
2021 Q1	$31K	Hold	300	–	–	0.01%	411
2020 Q4	$31K	Buy	+300	New	+$28.5K	0.02%	260

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

Concord Wealth Partners's IWP Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 328 shares worth $48K. The stake represents 0.01% of the portfolio and ranks #375 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in IWP as recently as Q4 2025.

Concord Wealth Partners first reported a position in IWP in Q4 2020 and has held it in 21 quarters since. The position peaked at $114K in Q4 2022. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Concord Wealth Partners held 328 shares of iShares Russell Mid-Cap Growth ETF worth $48K as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new Concord Wealth Partners position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #375 holding.
Concord Wealth Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 21 quarters since.
Concord Wealth Partners's iShares Russell Mid-Cap Growth ETF position peaked at $114K in Q4 2022.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.