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

Empirical 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	$265K	Sell	1,808 -127	-7%	-$17.5K	﹤0.01%	909
2026 Q1	$248K	Buy	+1,935	New	+$262K	﹤0.01%	869
2025 Q2	–	Sell	-3,654	Closed	-$429K	–	714
2025 Q1	$429K	Buy	+3,654	New	+$470K	0.01%	435
2024 Q2	–	Sell	-1,815	Closed	-$207K	–	573
2024 Q1	$207K	Buy	+1,815	New	+$196K	0.01%	508
2022 Q1	–	Sell	-1,788	Closed	-$206K	–	521
2021 Q4	$206K	Hold	1,788	–	–	0.01%	495
2021 Q3	$200K	Buy	+1,788	New	+$206K	0.01%	432

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

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

Empirical Wealth Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 6.6% in Q2 2026, selling an estimated $17.5K and leaving 1,808 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #909.

Empirical Wealth Management first reported a position in IWP in Q3 2021 and has held it in 6 quarters since. The position peaked at $429K in Q1 2025. 552 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Empirical Wealth Management held 1,808 shares of iShares Russell Mid-Cap Growth ETF worth $265K as of Q2 2026.
Empirical Wealth Management sold 127 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $17.5K.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #909 holding.
Empirical Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2021 and has held it in 6 quarters since.
Empirical Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $429K in Q1 2025.
552 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.