Csenge Advisory Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Csenge Advisory Group’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	$279K	Buy	1,907 +8	+0.4%	+$1.1K	0.01%	620
2026 Q1	$243K	Sell	1,899 -443	-19%	-$59.9K	0.01%	639
2025 Q4	$321K	Buy	2,342 +559	+31%	+$78.1K	0.01%	547
2025 Q3	$254K	Buy	1,783 +275	+18%	+$38.9K	0.01%	598
2025 Q2	$200K	Buy	+1,508	New	+$191K	0.01%	658
2025 Q1	–	Sell	-3,198	Closed	-$405K	–	706
2024 Q4	$405K	Buy	+3,198	New	+$407K	0.02%	482
2024 Q2	–	Sell	-3,365	Closed	-$384K	–	710
2024 Q1	$384K	Buy	3,365 +761	+29%	+$82.3K	0.02%	493
2023 Q4	$272K	Buy	2,604 +329	+14%	+$31.2K	0.02%	545
2023 Q3	$208K	Sell	2,275 -610	-21%	-$58.3K	0.01%	582
2023 Q2	$279K	Buy	+2,885	New	+$263K	0.02%	519
2021 Q4	–	Sell	-2,374	Closed	-$268K	–	585
2021 Q3	$268K	Buy	+2,374	New	+$273K	0.02%	492
2020 Q1	–	Sell	-8,148	Closed	-$622K	–	319
2019 Q4	$622K	Buy	8,148 +3,222	+65%	+$236K	0.16%	126
2019 Q3	$348K	Buy	4,926 +1,026	+26%	+$73.7K	0.1%	189
2019 Q2	$278K	Buy	3,900 +22	+0.6%	+$1.53K	0.09%	154
2019 Q1	$263K	Sell	3,878 -12,168	-76%	-$781K	0.09%	160
2018 Q4	$912K	Buy	+16,046	New	+$976K	0.33%	64

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

Csenge Advisory Group's IWP Position: Q2 2026 in Review

Csenge Advisory Group increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.42% in Q2 2026, buying an estimated $1.1K and bringing the position to 1,907 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #620.

Csenge Advisory Group first reported a position in IWP in Q4 2018 and has held it in 16 quarters since. The position peaked at $912K in Q4 2018. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Csenge Advisory Group held 1,907 shares of iShares Russell Mid-Cap Growth ETF worth $279K as of Q2 2026.
Csenge Advisory Group bought 8 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.1K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Csenge Advisory Group's portfolio in Q2 2026, its #620 holding.
Csenge Advisory Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and has held it in 16 quarters since.
Csenge Advisory Group's iShares Russell Mid-Cap Growth ETF position peaked at $912K in Q4 2018.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.