Duncan Williams Asset Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Duncan Williams Asset 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	$1.35M	Buy	9,234 +2	+0%	+$276	0.3%	47
2026 Q1	$1.18M	Sell	9,232 -126	-1%	-$17.1K	0.33%	42
2025 Q4	$1.25M	Sell	9,358 -28	-0.3%	-$3.91K	0.31%	45
2025 Q3	$1.34M	Sell	9,386 -207	-2%	-$29.3K	0.38%	38
2025 Q2	$1.33M	Hold	9,593	–	–	0.42%	41
2025 Q1	$1.13M	Sell	9,593 -4	-0%	-$514	0.41%	42
2024 Q4	$1.22M	Buy	9,597 +478	+5%	+$60.8K	0.48%	39
2024 Q3	$1.07M	Buy	+9,119	New	+$1.02M	0.59%	31

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

Duncan Williams Asset Management's IWP Position: Q2 2026 in Review

Duncan Williams Asset Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.02% in Q2 2026, buying an estimated $276 and bringing the position to 9,234 shares worth $1.35M. The position accounts for 0.3% of the portfolio, ranked #47.

Duncan Williams Asset Management first reported a position in IWP in Q3 2024 and has held it in 8 quarters since. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Duncan Williams Asset Management held 9,234 shares of iShares Russell Mid-Cap Growth ETF worth $1.35M as of Q2 2026.
Duncan Williams Asset Management bought 2 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $276.
iShares Russell Mid-Cap Growth ETF made up 0.3% of Duncan Williams Asset Management's portfolio in Q2 2026, its #47 holding.
Duncan Williams Asset Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Duncan Williams Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.