Darwin Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Darwin Wealth Management’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	$106K	Buy	725 +1	+0.1%	+$138	0.03%	179
2026 Q1	$92.9K	Sell	724 -36	-5%	-$4.87K	0.03%	182
2025 Q4	$104K	Sell	760 -28	-4%	-$3.91K	0.03%	173
2025 Q3	$112K	Hold	788	–	–	0.04%	170
2025 Q2	$109K	Hold	788	–	–	0.04%	161
2025 Q1	$99.9K	Hold	788	–	–	0.03%	180
2024 Q4	$99.9K	Sell	788 -66	-8%	-$8.39K	0.03%	180
2024 Q3	$100K	Buy	+854	New	+$95.5K	0.03%	186
2024 Q1	–	Sell	-24,242	Closed	-$2.53M	–	146
2023 Q4	$2.53M	Sell	24,242 -2,869	-11%	-$272K	0.68%	43
2023 Q3	$2.48M	Sell	27,111 -1,190	-4%	-$114K	0.67%	44
2023 Q2	$2.77M	Sell	28,301 -1,689	-6%	-$154K	0.71%	40
2023 Q1	$2.73M	Sell	29,990 -2,965	-9%	-$265K	0.74%	35
2022 Q4	$2.9M	Sell	32,955 -6,920	-17%	-$582K	0.75%	36
2022 Q3	$3.18M	Sell	39,875 -20,303	-34%	-$1.75M	0.8%	34
2022 Q2	$5.36M	Sell	60,178 -17,803	-23%	-$1.55M	1.08%	29
2022 Q1	$7.84M	Sell	77,981 -13,230	-15%	-$1.32M	1.29%	22
2021 Q4	$9.07M	Sell	91,211 -20,905	-19%	-$2.44M	1.43%	19
2021 Q3	$12.6M	Sell	112,116 -14,200	-11%	-$1.63M	2.01%	14
2021 Q2	$14.3M	Buy	126,316 +92,788	+277%	+$9.91M	2.33%	11
2021 Q1	$3.42M	Buy	33,528 +2,481	+8%	+$259K	0.6%	43
2020 Q4	$3.19M	Buy	31,047 +6,801	+28%	+$647K	0.6%	48
2020 Q3	$2.1M	Buy	24,246 +20,330	+519%	+$1.72M	0.45%	60
2020 Q2	$309K	Buy	+3,916	New	+$284K	0.08%	120

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

Darwin Wealth Management's IWP Position: Q2 2026 in Review

Darwin Wealth Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.14% in Q2 2026, buying an estimated $138 and bringing the position to 725 shares worth $106K. The position accounts for 0.03% of the portfolio, ranked #179.

Darwin Wealth Management first reported a position in IWP in Q2 2020 and has held it in 23 quarters since. The position peaked at $14.3M in Q2 2021. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Darwin Wealth Management held 725 shares of iShares Russell Mid-Cap Growth ETF worth $106K as of Q2 2026.
Darwin Wealth Management bought 1 iShares Russell Mid-Cap Growth ETF share in Q2 2026, an estimated $138.
iShares Russell Mid-Cap Growth ETF made up 0.03% of Darwin Wealth Management's portfolio in Q2 2026, its #179 holding.
Darwin Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2020 and has held it in 23 quarters since.
Darwin Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $14.3M in Q2 2021.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.