Elwood & Goetz Wealth Advisory Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Elwood & Goetz Wealth Advisory 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	$331K	Buy	2,262 +14	+0.6%	+$1.93K	0.05%	115
2026 Q1	$288K	Buy	2,248 +142	+7%	+$19.2K	0.05%	110
2025 Q4	$288K	Buy	+2,106	New	+$294K	0.05%	109

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

Elwood & Goetz Wealth Advisory Group's IWP Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.62% in Q2 2026, buying an estimated $1.93K and bringing the position to 2,262 shares worth $331K. The position accounts for 0.05% of the portfolio, ranked #115.

Elwood & Goetz Wealth Advisory Group first reported a position in IWP in Q4 2025 and has held it in 3 quarters since. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 2,262 shares of iShares Russell Mid-Cap Growth ETF worth $331K as of Q2 2026.
Elwood & Goetz Wealth Advisory Group bought 14 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.93K.
iShares Russell Mid-Cap Growth ETF made up 0.05% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #115 holding.
Elwood & Goetz Wealth Advisory Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.