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

Elevation Wealth Partners’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	$84.2K	Hold	575	–	–	0.03%	211
2026 Q1	$73.6K	Buy	575 +1	+0.2%	+$135	0.03%	195
2025 Q4	$78.7K	Hold	574	–	–	0.03%	185
2025 Q3	$81.7K	Buy	574 +1	+0.2%	+$141	0.03%	194
2025 Q2	$79.5K	Hold	573	–	–	0.03%	193
2025 Q1	$67.3K	Buy	573 +1	+0.2%	+$129	0.03%	200
2024 Q4	$72.5K	Hold	572	–	–	0.03%	197
2024 Q3	$67.1K	Buy	572 +1	+0.2%	+$112	0.03%	195
2024 Q2	$63K	Buy	571 +1	+0.2%	+$110	0.03%	196
2024 Q1	$65.1K	Buy	570 +1	+0.2%	+$108	0.03%	196
2023 Q4	$52K	Hold	569	–	–	0.03%	204
2023 Q3	$52K	Hold	569	–	–	0.04%	144
2023 Q2	$55K	Hold	569	–	–	0.05%	142
2023 Q1	$51.8K	Buy	+569	New	+$50.8K	0.05%	148

Other funds holding IWP

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

Elevation Wealth Partners held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 575 shares worth $84.2K. The position accounts for 0.03% of the portfolio, ranked #211.

Elevation Wealth Partners first reported a position in IWP in Q1 2023 and has held it in 14 quarters since. 543 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Elevation Wealth Partners held 575 shares of iShares Russell Mid-Cap Growth ETF worth $84.2K as of Q2 2026.
Elevation Wealth Partners left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.03% of Elevation Wealth Partners's portfolio in Q2 2026, its #211 holding.
Elevation Wealth Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
543 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.