ERn Financial LLC’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

ERn Financial LLC’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	$218K	Buy	+1,489	New	+$205K	0.04%	153
2026 Q1	–	Sell	-1,489	Closed	-$204K	–	153
2025 Q4	$204K	Hold	1,489	–	–	0.04%	144
2025 Q3	$212K	Hold	1,489	–	–	0.04%	137
2025 Q2	$206K	Buy	+1,489	New	+$188K	0.04%	142

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

ERn Financial LLC's IWP Position: Q2 2026 in Review

ERn Financial LLC opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 1,489 shares worth $218K. The stake represents 0.04% of the portfolio and ranks #153 among its holdings. This is a return to the name: ERn Financial LLC previously reported a position in IWP as recently as Q4 2025.

ERn Financial LLC first reported a position in IWP in Q2 2025 and has held it in 4 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

ERn Financial LLC held 1,489 shares of iShares Russell Mid-Cap Growth ETF worth $218K as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new ERn Financial LLC position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.04% of ERn Financial LLC's portfolio in Q2 2026, its #153 holding.
ERn Financial LLC first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on ERn Financial LLC's 13F filing for Q2 2026, filed 23 Jul 2026.