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

Dominguez Wealth Management Solutions’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 		$2.7M Buy
18,429
+44
+0.2% +$6.07K 1.49% 16
2026
Q1 		$2.36M Buy
18,385
+1,161
+7% +$157K 1.43% 16
2025
Q4 		$2.36M Buy
17,224
+690
+4% +$96.4K 1.44% 15
2025
Q3 		$2.35M Buy
16,534
+1,010
+7% +$143K 1.49% 13
2025
Q2 		$2.15M Buy
15,524
+933
+6% +$118K 1.49% 14
2025
Q1 		$1.71M Buy
14,591
+405
+3% +$52.1K 1.26% 17
2024
Q4 		$1.8M Sell
14,186
-107
-0.7% -$13.6K 1.31% 17
2024
Q3 		$1.68M Sell
14,293
-860
-6% -$96.2K 1.21% 17
2024
Q2 		$1.67M Buy
15,153
+980
+7% +$108K 1.26% 17
2024
Q1 		$1.62M Buy
14,173
+307
+2% +$33.2K 1.27% 18
2023
Q4 		$1.45M Buy
13,866
+7
+0.1% +$664 1.2% 18
2023
Q3 		$1.27M Buy
13,859
+23
+0.2% +$2.2K 1.17% 19
2023
Q2 		$1.34M Buy
13,836
+120
+0.9% +$10.9K 1.17% 19
2023
Q1 		$1.25M Buy
13,716
+309
+2% +$27.6K 1.15% 19
2022
Q4 		$1.12M Buy
+13,407
New +$1.13M 1.11% 21

Other funds holding IWP

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
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Dominguez Wealth Management Solutions's IWP Position: Q2 2026 in Review

Dominguez Wealth Management Solutions increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.24% in Q2 2026, buying an estimated $6.07K and bringing the position to 18,429 shares worth $2.7M. The position accounts for 1.49% of the portfolio, ranked #16.

Dominguez Wealth Management Solutions first reported a position in IWP in Q4 2022 and has held it in 15 quarters since. 292 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Dominguez Wealth Management Solutions held 18,429 shares of iShares Russell Mid-Cap Growth ETF worth $2.7M as of Q2 2026.
  • Dominguez Wealth Management Solutions bought 44 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $6.07K.
  • iShares Russell Mid-Cap Growth ETF made up 1.49% of Dominguez Wealth Management Solutions's portfolio in Q2 2026, its #16 holding.
  • Dominguez Wealth Management Solutions first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 292 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Dominguez Wealth Management Solutions's 13F filing for Q2 2026, filed 9 Jul 2026.