Element Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Element Wealth’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	$2.65M	Sell	18,090 -1,100	-6%	-$152K	0.99%	21
2026 Q1	$2.46M	Sell	19,190 -3,451	-15%	-$467K	1.01%	20
2025 Q4	$3.1M	Sell	22,641 -1,045	-4%	-$146K	1.28%	17
2025 Q3	$3.37M	Sell	23,686 -1,959	-8%	-$277K	1.47%	14
2025 Q2	$3.56M	Sell	25,645 -1,367	-5%	-$173K	1.64%	14
2025 Q1	$3.17M	Sell	27,012 -609	-2%	-$78.3K	1.7%	15
2024 Q4	$3.5M	Buy	27,621 +20,396	+282%	+$2.59M	1.83%	12
2024 Q3	$847K	Buy	7,225 +115	+2%	+$12.9K	0.45%	45
2024 Q2	$785K	Buy	7,110 +2,208	+45%	+$243K	0.44%	45
2024 Q1	$560K	Buy	4,902 +1,097	+29%	+$119K	0.33%	60
2023 Q4	$397K	Buy	3,805 +52	+1%	+$4.93K	0.25%	76
2023 Q3	$343K	Hold	3,753	–	–	0.25%	77
2023 Q2	$363K	Hold	3,753	–	–	0.25%	73
2023 Q1	$342K	Sell	3,753 -11	-0.3%	-$982	0.25%	79
2022 Q4	$315K	Sell	3,764 -1,930	-34%	-$162K	0.26%	81
2022 Q3	$447K	Buy	5,694 +1,500	+36%	+$129K	0.41%	45
2022 Q2	$332K	Hold	4,194	–	–	0.33%	64
2022 Q1	$421K	Hold	4,194	–	–	0.34%	56
2021 Q4	$483K	Hold	4,194	–	–	0.36%	52
2021 Q3	$470K	Buy	4,194 +2,080	+98%	+$239K	0.37%	52
2021 Q2	$239K	Hold	2,114	–	–	0.19%	86
2021 Q1	$216K	Hold	2,114	–	–	0.18%	88
2020 Q4	$217K	Buy	2,114 +1,930	+1,049%	+$184K	0.2%	84
2020 Q3	$16K	Hold	184	–	–	0.02%	114
2020 Q2	$15K	Hold	184	–	–	0.02%	107
2020 Q1	$11K	Hold	184	–	–	0.02%	101
2019 Q4	$14K	Buy	+184	New	+$13.5K	0.01%	99

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

Element Wealth's IWP Position: Q2 2026 in Review

Element Wealth reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 5.7% in Q2 2026, selling an estimated $152K and leaving 18,090 shares worth $2.65M. The position accounts for 0.99% of the portfolio, ranked #21.

Element Wealth first reported a position in IWP in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.56M in Q2 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Element Wealth held 18,090 shares of iShares Russell Mid-Cap Growth ETF worth $2.65M as of Q2 2026.
Element Wealth sold 1,100 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $152K.
iShares Russell Mid-Cap Growth ETF made up 0.99% of Element Wealth's portfolio in Q2 2026, its #21 holding.
Element Wealth first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
Element Wealth's iShares Russell Mid-Cap Growth ETF position peaked at $3.56M in Q2 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.