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Decker Retirement Planning’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Decker Retirement Planning’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 		$209K Buy
1,428
+132
+10% +$18.2K 0.07% 75
2026
Q1 		$166K Buy
1,296
+279
+27% +$37.8K 0.08% 73
2025
Q4 		$139K Buy
1,017
+132
+15% +$18.4K 0.07% 79
2025
Q3 		$126K Sell
885
-605
-41% -$85.5K 0.07% 82
2025
Q2 		$207K Sell
1,490
-155
-9% -$19.6K 0.12% 62
2025
Q1 		$193K Buy
1,645
+133
+9% +$17.1K 0.12% 42
2024
Q4 		$192K Buy
+1,512
New +$192K 0.11% 58

Other funds holding IWP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Decker Retirement Planning's IWP Position: Q2 2026 in Review

Decker Retirement Planning increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 10% in Q2 2026, buying an estimated $18.2K and bringing the position to 1,428 shares worth $209K. The position accounts for 0.07% of the portfolio, ranked #75.

Decker Retirement Planning first reported a position in IWP in Q4 2024 and has held it in 7 quarters since. 528 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Decker Retirement Planning held 1,428 shares of iShares Russell Mid-Cap Growth ETF worth $209K as of Q2 2026.
  • Decker Retirement Planning bought 132 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $18.2K.
  • iShares Russell Mid-Cap Growth ETF made up 0.07% of Decker Retirement Planning's portfolio in Q2 2026, its #75 holding.
  • Decker Retirement Planning first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 528 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.