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

Connecticut 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	$14.8M	Sell	100,892 -7	-0%	-$965	0.55%	29
2026 Q1	$12.9M	Buy	100,899 +108	+0.1%	+$14.6K	0.54%	29
2025 Q4	$13.8M	Hold	100,791	–	–	0.6%	27
2025 Q3	$14.4M	Sell	100,791 -6	-0%	-$848	0.64%	28
2025 Q2	$14M	Sell	100,797 -1,445	-1%	-$183K	0.67%	28
2025 Q1	$12M	Buy	102,242 +4	+0%	+$514	0.63%	26
2024 Q4	$13M	Sell	102,238 -50	-0%	-$6.36K	0.64%	24
2024 Q3	$12M	Hold	102,288	–	–	0.58%	28
2024 Q2	$11.3M	Buy	102,288 +1,000	+1%	+$110K	0.58%	31
2024 Q1	$11.6M	Hold	101,288	–	–	0.62%	28
2023 Q4	$10.6M	Sell	101,288 -50	-0%	-$4.74K	0.61%	29
2023 Q3	$9.26M	Hold	101,338	–	–	0.63%	29
2023 Q2	$9.79M	Sell	101,338 -340	-0.3%	-$31K	0.68%	27
2023 Q1	$9.26M	Buy	101,678 +156	+0.2%	+$13.9K	0.7%	27
2022 Q4	$8.49M	Buy	101,522 +78	+0.1%	+$6.57K	0.72%	26
2022 Q3	$7.96M	Buy	101,444 +406	+0.4%	+$34.9K	0.74%	25
2022 Q2	$8M	Buy	101,038 +137	+0.1%	+$11.9K	0.7%	25
2022 Q1	$10.1M	Hold	100,901	–	–	0.78%	23
2021 Q4	$11.6M	Buy	100,901 +1	+0%	+$117	0.9%	20
2021 Q3	$11.3M	Hold	100,900	–	–	0.99%	20
2021 Q2	$11.4M	Buy	+100,900	New	+$10.8M	1.01%	20
2020 Q4	–	Sell	-101,926	Closed	-$8.81M	–	205
2020 Q3	$8.81M	Buy	+101,926	New	+$8.6M	0.97%	19
2020 Q2	–	Sell	-102,906	Closed	-$6.26M	–	149
2020 Q1	$6.26M	Hold	102,906	–	–	0.93%	25
2019 Q4	$7.85M	Sell	102,906 -580	-0.6%	-$42.5K	0.86%	26
2019 Q3	$7.31M	Hold	103,486	–	–	0.9%	26
2019 Q2	$7.38M	Buy	+103,486	New	+$7.2M	0.91%	24

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

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

Connecticut Wealth Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.01% in Q2 2026, selling an estimated $965 and leaving 100,892 shares worth $14.8M. The position accounts for 0.55% of the portfolio, ranked #29.

Connecticut Wealth Management first reported a position in IWP in Q2 2019 and has held it in 26 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Connecticut Wealth Management held 100,892 shares of iShares Russell Mid-Cap Growth ETF worth $14.8M as of Q2 2026.
Connecticut Wealth Management sold 7 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $965.
iShares Russell Mid-Cap Growth ETF made up 0.55% of Connecticut Wealth Management's portfolio in Q2 2026, its #29 holding.
Connecticut Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2019 and has held it in 26 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.