Creative Financial Designs’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Creative Financial Designs’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	$275K	Sell	1,879 -7	-0.4%	-$965	0.01%	538
2026 Q1	$242K	Buy	1,886 +715	+61%	+$96.8K	0.01%	473
2025 Q4	$160K	Hold	1,171	–	–	0.01%	528
2025 Q3	$167K	Sell	1,171 -23	-2%	-$3.25K	0.01%	518
2025 Q2	$166K	Hold	1,194	–	–	0.01%	538
2025 Q1	$140K	Hold	1,194	–	–	0.01%	534
2024 Q4	$151K	Hold	1,194	–	–	0.01%	506
2024 Q3	$140K	Sell	1,194 -618	-34%	-$69.1K	0.01%	523
2024 Q2	$200K	Hold	1,812	–	–	0.02%	430
2024 Q1	$207K	Hold	1,812	–	–	0.02%	409
2023 Q4	$189K	Hold	1,812	–	–	0.02%	396
2023 Q3	$166K	Buy	1,812 +1,054	+139%	+$101K	0.02%	377
2023 Q2	$73.2K	Buy	758 +42	+6%	+$3.83K	0.01%	548
2023 Q1	$65.2K	Buy	716 +268	+60%	+$23.9K	0.01%	544
2022 Q4	$37.5K	Sell	448 -694	-61%	-$58.4K	0.01%	624
2022 Q3	$90K	Hold	1,142	–	–	0.01%	454
2022 Q2	$90K	Buy	1,142 +1	+0.1%	+$87	0.01%	455
2022 Q1	$115K	Sell	1,141 -506	-31%	-$50.4K	0.02%	410
2021 Q4	$190K	Buy	1,647 +432	+36%	+$50.4K	0.03%	314
2021 Q3	$136K	Sell	1,215 -270	-18%	-$31.1K	0.02%	387
2021 Q2	$168K	Buy	1,485 +375	+34%	+$40.1K	0.03%	326
2021 Q1	$113K	Buy	1,110 +4	+0.4%	+$418	0.02%	392
2020 Q4	$114K	Buy	1,106 +88	+9%	+$8.37K	0.02%	350
2020 Q3	$88K	Hold	1,018	–	–	0.02%	364
2020 Q2	$80K	Buy	1,018 +448	+79%	+$32.5K	0.02%	325
2020 Q1	$35K	Buy	+570	New	+$41.5K	0.02%	254
2018 Q2	–	Sell	-72	Closed	-$4K	–	772
2018 Q1	$4K	Hold	72	–	–	﹤0.01%	522
2017 Q4	$4K	Hold	72	–	–	﹤0.01%	526
2017 Q3	$4K	Hold	72	–	–	﹤0.01%	541
2017 Q2	$4K	Hold	72	–	–	﹤0.01%	555
2017 Q1	$4K	Hold	72	–	–	﹤0.01%	517
2016 Q4	$3K	Buy	+72	New	+$3.47K	﹤0.01%	536

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

Creative Financial Designs's IWP Position: Q2 2026 in Review

Creative Financial Designs reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.37% in Q2 2026, selling an estimated $965 and leaving 1,879 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #538.

Creative Financial Designs first reported a position in IWP in Q4 2016 and has held it in 32 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Creative Financial Designs held 1,879 shares of iShares Russell Mid-Cap Growth ETF worth $275K as of Q2 2026.
Creative Financial Designs sold 7 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $965.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #538 holding.
Creative Financial Designs first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2016 and has held it in 32 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.