DHJJ Financial Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

DHJJ Financial Advisors’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	$22.8K	Hold	156	–	–	0.01%	519
2026 Q1	$20K	Hold	156	–	–	0.01%	530
2025 Q4	$21.4K	Hold	156	–	–	0.01%	491
2025 Q3	$22.2K	Sell	156 -52	-25%	-$7.35K	0.01%	473
2025 Q2	$28.8K	Buy	208 +1	+0.5%	+$127	0.01%	423
2025 Q1	$24.4K	Sell	207 -6	-3%	-$771	0.01%	407
2024 Q4	$26.9K	Buy	213 +1	+0.5%	+$127	0.01%	387
2024 Q3	$24.9K	Sell	212 -20	-9%	-$2.24K	0.01%	392
2024 Q2	$25.6K	Hold	232	–	–	0.01%	357
2024 Q1	$26.5K	Hold	232	–	–	0.01%	341
2023 Q4	$24.3K	Sell	232 -100	-30%	-$9.48K	0.01%	345
2023 Q3	$30.3K	Buy	+332	New	+$31.7K	0.02%	304

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

DHJJ Financial Advisors's IWP Position: Q2 2026 in Review

DHJJ Financial Advisors held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 156 shares worth $22.8K. The position accounts for 0.01% of the portfolio, ranked #519.

DHJJ Financial Advisors first reported a position in IWP in Q3 2023 and has held it in 12 quarters since. The position peaked at $30.3K in Q3 2023. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

DHJJ Financial Advisors held 156 shares of iShares Russell Mid-Cap Growth ETF worth $22.8K as of Q2 2026.
DHJJ Financial Advisors left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #519 holding.
DHJJ Financial Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $30.3K in Q3 2023.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.