Daybright Advisory Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Daybright Advisory 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	$300K	Sell	2,192 -160	-7%	-$22.1K	0.07%	116
2026 Q1	$301K	Sell	2,352 -277	-11%	-$37.5K	0.08%	113
2025 Q4	$360K	Buy	+2,629	New	+$367K	0.1%	100

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

Daybright Advisory Services's IWP Position: Q2 2026 in Review

Daybright Advisory Services reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 6.8% in Q2 2026, selling an estimated $22.1K and leaving 2,192 shares worth $300K. The position accounts for 0.07% of the portfolio, ranked #116.

Daybright Advisory Services first reported a position in IWP in Q4 2025 and has held it in 3 quarters since. The position peaked at $360K in Q4 2025. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Daybright Advisory Services held 2,192 shares of iShares Russell Mid-Cap Growth ETF worth $300K as of Q2 2026.
Daybright Advisory Services sold 160 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $22.1K.
iShares Russell Mid-Cap Growth ETF made up 0.07% of Daybright Advisory Services's portfolio in Q2 2026, its #116 holding.
Daybright Advisory Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
Daybright Advisory Services's iShares Russell Mid-Cap Growth ETF position peaked at $360K in Q4 2025.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Daybright Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.