EWM
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Elevation Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Elevation Wealth 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 		– Sell
-1,893
Closed -$243K – 152
2026
Q1 		$243K Buy
1,893
+294
+18% +$39.8K 0.22% 113
2025
Q4 		$219K Buy
+1,599
New +$223K 0.21% 124

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

Elevation Wealth Management's IWP Position: Q2 2026 in Review

Elevation Wealth Management sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026, closing a stake of 1,893 shares — an estimated $243K sold.

Elevation Wealth Management first reported a position in IWP in Q4 2025 and held it in 2 quarters. The position peaked at $243K in Q1 2026. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Elevation Wealth Management reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Elevation Wealth Management sold 1,893 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $243K.
  • Elevation Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and held it in 2 quarters.
  • Elevation Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $243K in Q1 2026.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Elevation Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.