Eagle Strategies’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Eagle Strategies’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	$4.03M	Buy	27,493 +372	+1%	+$51.3K	0.4%	59
2026 Q1	$3.47M	Buy	27,121 +2,025	+8%	+$274K	0.42%	60
2025 Q4	$3.44M	Buy	25,096 +53	+0.2%	+$7.41K	0.44%	52
2025 Q3	$3.57M	Sell	25,043 -397	-2%	-$56.1K	0.48%	50
2025 Q2	$3.53M	Sell	25,440 -1,074	-4%	-$136K	0.54%	42
2025 Q1	$3.12M	Sell	26,514 -466	-2%	-$59.9K	0.54%	44
2024 Q4	$3.42M	Sell	26,980 -75	-0.3%	-$9.53K	0.59%	43
2024 Q3	$3.17M	Sell	27,055 -762	-3%	-$85.2K	0.57%	43
2024 Q2	$3.07M	Buy	27,817 +21,205	+321%	+$2.33M	0.59%	46
2024 Q1	$755K	Sell	6,612 -21,626	-77%	-$2.34M	0.17%	130
2023 Q4	$2.95M	Sell	28,238 -114	-0.4%	-$10.8K	0.63%	44
2023 Q3	$2.59M	Buy	28,352 +1,688	+6%	+$161K	0.64%	41
2023 Q2	$2.58M	Sell	26,664 -913	-3%	-$83.2K	0.63%	41
2023 Q1	$2.51M	Sell	27,577 -758	-3%	-$67.6K	0.63%	40
2022 Q4	$2.37M	Sell	28,335 -781	-3%	-$65.7K	0.71%	40
2022 Q3	$2.28M	Buy	29,116 +476	+2%	+$41K	1.19%	25
2022 Q2	$2.27M	Buy	28,640 +2,567	+10%	+$224K	0.83%	35
2022 Q1	$2.62M	Sell	26,073 -2,246	-8%	-$224K	1.02%	24
2021 Q4	$3.26M	Buy	+28,319	New	+$3.3M	1.27%	17

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

Eagle Strategies's IWP Position: Q2 2026 in Review

Eagle Strategies increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.4% in Q2 2026, buying an estimated $51.3K and bringing the position to 27,493 shares worth $4.03M. The position accounts for 0.4% of the portfolio, ranked #59.

Eagle Strategies first reported a position in IWP in Q4 2021 and has held it in 19 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Eagle Strategies held 27,493 shares of iShares Russell Mid-Cap Growth ETF worth $4.03M as of Q2 2026.
Eagle Strategies bought 372 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $51.3K.
iShares Russell Mid-Cap Growth ETF made up 0.4% of Eagle Strategies's portfolio in Q2 2026, its #59 holding.
Eagle Strategies first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.