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

Diversify 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	$345K	Sell	2,509 -1,712	-41%	-$236K	0.01%	1004
2026 Q1	$563K	Buy	+4,221	New	+$571K	0.01%	780

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 22.9% 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

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

Diversify Wealth Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 41% in Q2 2026, selling an estimated $236K and leaving 2,509 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #1004.

Diversify Wealth Management first reported a position in IWP in Q1 2026 and has held it in 2 quarters since. The position peaked at $563K in Q1 2026. 1,222 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Diversify Wealth Management held 2,509 shares of iShares Russell Mid-Cap Growth ETF worth $345K as of Q2 2026.
Diversify Wealth Management sold 1,712 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $236K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1004 holding.
Diversify Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
Diversify Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $563K in Q1 2026.
1,222 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.