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

Dynamic Financial Group’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 		$1.67M Buy
11,397
+703
+7% +$96.9K 1.26% 10
2026
Q1 		$1.37M Buy
10,694
+728
+7% +$98.5K 1.12% 15
2025
Q4 		$1.36M Buy
9,966
+129
+1% +$18K 1.16% 14
2025
Q3 		$1.4M Sell
9,837
-107
-1% -$15.1K 1.22% 12
2025
Q2 		$1.38M Buy
9,944
+2,442
+33% +$309K 1.33% 10
2025
Q1 		$881K Buy
7,502
+180
+2% +$23.1K 0.88% 15
2024
Q4 		$928K Buy
+7,322
New +$931K 0.94% 14

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
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

Dynamic Financial Group's IWP Position: Q2 2026 in Review

Dynamic Financial Group increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 6.6% in Q2 2026, buying an estimated $96.9K and bringing the position to 11,397 shares worth $1.67M. The position accounts for 1.26% of the portfolio, ranked #10.

Dynamic Financial Group first reported a position in IWP in Q4 2024 and has held it in 7 quarters since. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Dynamic Financial Group held 11,397 shares of iShares Russell Mid-Cap Growth ETF worth $1.67M as of Q2 2026.
  • Dynamic Financial Group bought 703 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $96.9K.
  • iShares Russell Mid-Cap Growth ETF made up 1.26% of Dynamic Financial Group's portfolio in Q2 2026, its #10 holding.
  • Dynamic Financial Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Dynamic Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.