EIP
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Essential Investment Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Essential Investment 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 		$1.23M Buy
8,385
+100
+1% +$13.8K 0.99% 32
2026
Q1 		$1.06M Buy
8,285
+426
+5% +$57.6K 0.98% 37
2025
Q4 		$1.08M Buy
+7,859
New +$1.1M 1.01% 31

Other funds holding IWP

Envestnet Portfolio Solutions
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
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Essential Investment Partners's IWP Position: Q2 2026 in Review

Essential Investment Partners increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.2% in Q2 2026, buying an estimated $13.8K and bringing the position to 8,385 shares worth $1.23M. The position accounts for 0.99% of the portfolio, ranked #32.

Essential Investment Partners first reported a position in IWP in Q4 2025 and has held it in 3 quarters since. 329 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Essential Investment Partners held 8,385 shares of iShares Russell Mid-Cap Growth ETF worth $1.23M as of Q2 2026.
  • Essential Investment Partners bought 100 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $13.8K.
  • iShares Russell Mid-Cap Growth ETF made up 0.99% of Essential Investment Partners's portfolio in Q2 2026, its #32 holding.
  • Essential Investment Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 329 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.