Coston McIsaac & Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Coston McIsaac & 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	$59K	Hold	405	–	–	0.01%	312
2026 Q1	$51K	Hold	405	–	–	0.01%	320
2025 Q4	$55K	Hold	405	–	–	0.01%	302
2025 Q3	$57K	Hold	405	–	–	0.01%	283
2025 Q2	$56K	Hold	405	–	–	0.01%	279
2025 Q1	$47K	Hold	405	–	–	0.01%	280
2024 Q4	$51K	Hold	405	–	–	0.02%	271
2024 Q3	$47K	Hold	405	–	–	0.01%	290
2024 Q2	$44K	Hold	405	–	–	0.01%	284
2024 Q1	$46K	Hold	405	–	–	0.01%	282
2023 Q4	$42K	Hold	405	–	–	0.01%	287
2023 Q3	$36K	Sell	405 -81	-17%	-$7.74K	0.01%	290
2023 Q2	$46K	Hold	486	–	–	0.02%	282
2023 Q1	$44K	Hold	486	–	–	0.02%	283
2022 Q4	$40K	Hold	486	–	–	0.02%	306
2022 Q3	$38K	Hold	486	–	–	0.02%	253
2022 Q2	$39K	Buy	+486	New	+$42.3K	0.02%	152

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

Coston McIsaac & Partners's IWP Position: Q2 2026 in Review

Coston McIsaac & Partners held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 405 shares worth $59K. The position accounts for 0.01% of the portfolio, ranked #312.

Coston McIsaac & Partners first reported a position in IWP in Q2 2022 and has held it in 17 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Coston McIsaac & Partners held 405 shares of iShares Russell Mid-Cap Growth ETF worth $59K as of Q2 2026.
Coston McIsaac & Partners left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #312 holding.
Coston McIsaac & Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2022 and has held it in 17 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.