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

Downshift Financial’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	$4.25K	Buy	+29	New	+$4K	﹤0.01%	371

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

Downshift Financial's IWP Position: Q2 2026 in Review

Downshift Financial opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 29 shares worth $4.25K. The stake represents ﹤0.01% of the portfolio and ranks #371 among its holdings.

1,209 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Downshift Financial held 29 shares of iShares Russell Mid-Cap Growth ETF worth $4.25K as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new Downshift Financial position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Downshift Financial's portfolio in Q2 2026, its #371 holding.
1,209 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Downshift Financial's 13F filing for Q2 2026, filed 13 Aug 2026.