Daymark Wealth Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Daymark Wealth Partners’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	$302K	Buy	2,065 +132	+7%	+$18.2K	0.01%	632
2026 Q1	$248K	Buy	1,933 +54	+3%	+$7.31K	0.01%	643
2025 Q4	$257K	Hold	1,879	–	–	0.01%	526
2025 Q3	$268K	Hold	1,879	–	–	0.01%	512
2025 Q2	$261K	Sell	1,879 -228	-11%	-$28.8K	0.01%	475
2025 Q1	$248K	Sell	2,107 -127	-6%	-$16.3K	0.01%	449
2024 Q4	$283K	Sell	2,234 -374	-14%	-$47.5K	0.01%	416
2024 Q3	$306K	Sell	2,608 -346	-12%	-$38.7K	0.01%	420
2024 Q2	$326K	Buy	+2,954	New	+$325K	0.02%	387

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

Daymark Wealth Partners's IWP Position: Q2 2026 in Review

Daymark Wealth Partners increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 6.8% in Q2 2026, buying an estimated $18.2K and bringing the position to 2,065 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #632.

Daymark Wealth Partners first reported a position in IWP in Q2 2024 and has held it in 9 quarters since. The position peaked at $326K in Q2 2024. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Daymark Wealth Partners held 2,065 shares of iShares Russell Mid-Cap Growth ETF worth $302K as of Q2 2026.
Daymark Wealth Partners bought 132 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $18.2K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #632 holding.
Daymark Wealth Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
Daymark Wealth Partners's iShares Russell Mid-Cap Growth ETF position peaked at $326K in Q2 2024.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.