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CRA Financial Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

CRA Financial Services’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 		$397K Hold
2,713
– – 0.05% 225
2026
Q1 		$348K Buy
2,713
+265
+11% +$35.9K 0.05% 223
2025
Q4 		$335K Hold
2,448
– – 0.04% 224
2025
Q3 		$349K Hold
2,448
– – 0.05% 215
2025
Q2 		$339K Sell
2,448
-180
-7% -$22.8K 0.05% 203
2025
Q1 		$309K Buy
2,628
+180
+7% +$23.1K 0.05% 210
2024
Q4 		$310K Hold
2,448
– – 0.05% 201
2024
Q3 		$287K Sell
2,448
-162
-6% -$18.1K 0.05% 198
2024
Q2 		$288K Buy
2,610
+105
+4% +$11.5K 0.06% 188
2024
Q1 		$286K Hold
2,505
– – 0.06% 188
2023
Q4 		$262K Hold
2,505
– – 0.06% 182
2023
Q3 		$229K Hold
2,505
– – 0.06% 190
2023
Q2 		$242K Sell
2,505
-204
-8% -$18.6K 0.07% 179
2023
Q1 		$247K Buy
2,709
+129
+5% +$11.5K 0.07% 170
2022
Q4 		$216K Hold
2,580
– – 0.07% 184
2022
Q3 		$202K Hold
2,580
– – 0.07% 183
2022
Q2 		$204K Buy
2,580
+79
+3% +$6.88K 0.07% 188
2022
Q1 		$251K Buy
2,501
+176
+8% +$17.5K 0.08% 175
2021
Q4 		$268K Buy
+2,325
New +$271K 0.08% 175

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
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

CRA Financial Services's IWP Position: Q2 2026 in Review

CRA Financial Services held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 2,713 shares worth $397K. The position accounts for 0.05% of the portfolio, ranked #225.

CRA Financial Services first reported a position in IWP in Q4 2021 and has held it in 19 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • CRA Financial Services held 2,713 shares of iShares Russell Mid-Cap Growth ETF worth $397K as of Q2 2026.
  • CRA Financial Services left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Growth ETF made up 0.05% of CRA Financial Services's portfolio in Q2 2026, its #225 holding.
  • CRA Financial Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.