D.J. St. Germain’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

D.J. St. Germain’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	$61.9K	Buy	423 +315	+292%	+$43.4K	﹤0.01%	445
2026 Q1	$13.8K	Hold	108	–	–	﹤0.01%	623
2025 Q4	$14.8K	Hold	108	–	–	﹤0.01%	614
2025 Q3	$15.4K	Hold	108	–	–	﹤0.01%	599
2025 Q2	$15K	Hold	108	–	–	﹤0.01%	614
2025 Q1	$12.7K	Hold	108	–	–	﹤0.01%	541
2024 Q4	$13.7K	Hold	108	–	–	﹤0.01%	553
2024 Q3	$12.7K	Sell	108 -19	-15%	-$2.12K	﹤0.01%	516
2024 Q2	$14K	Sell	127 -12	-9%	-$1.32K	﹤0.01%	504
2024 Q1	$15.9K	Buy	+139	New	+$15K	﹤0.01%	509
2018 Q1	–	Sell	-76,664	Closed	-$4.62M	–	164
2017 Q4	$4.62M	Sell	76,664 -6,560	-8%	-$386K	0.55%	53
2017 Q3	$4.71M	Sell	83,224 -2,314	-3%	-$127K	0.59%	50
2017 Q2	$4.62M	Buy	85,538 +3,856	+5%	+$205K	0.62%	48
2017 Q1	$4.24M	Buy	81,682 +6,786	+9%	+$346K	0.59%	51
2016 Q4	$3.65M	Buy	74,896 +7,624	+11%	+$367K	0.49%	55
2016 Q3	$3.27M	Buy	67,272 +22,690	+51%	+$1.1M	0.46%	55
2016 Q2	$2.09M	Buy	44,582 +8,698	+24%	+$402K	0.29%	68
2016 Q1	$1.65M	Buy	35,884 +12,060	+51%	+$521K	0.24%	68
2015 Q4	$1.09M	Buy	+23,824	New	+$1.11M	0.16%	70

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

D.J. St. Germain's IWP Position: Q2 2026 in Review

D.J. St. Germain increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 292% in Q2 2026, buying an estimated $43.4K and bringing the position to 423 shares worth $61.9K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

D.J. St. Germain first reported a position in IWP in Q4 2015 and has held it in 19 quarters since. The position peaked at $4.71M in Q3 2017. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

D.J. St. Germain held 423 shares of iShares Russell Mid-Cap Growth ETF worth $61.9K as of Q2 2026.
D.J. St. Germain bought 315 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $43.4K.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #445 holding.
D.J. St. Germain first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2015 and has held it in 19 quarters since.
D.J. St. Germain's iShares Russell Mid-Cap Growth ETF position peaked at $4.71M in Q3 2017.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.