Eukles Asset Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Eukles Asset 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	$5.76M	Buy	39,325 +4,274	+12%	+$589K	2.38%	11
2026 Q1	$4.49M	Buy	35,051 +4,683	+15%	+$634K	2%	13
2025 Q4	$4.16M	Sell	30,368 -295	-1%	-$41.2K	1.62%	18
2025 Q3	$4.37M	Sell	30,663 -127	-0.4%	-$17.9K	1.7%	16
2025 Q2	$4.27M	Sell	30,790 -293	-0.9%	-$37.1K	1.75%	16
2025 Q1	$3.65M	Sell	31,083 -414	-1%	-$53.2K	1.6%	19
2024 Q4	$3.99M	Sell	31,497 -1,251	-4%	-$159K	1.7%	17
2024 Q3	$3.84M	Sell	32,748 -1,095	-3%	-$122K	1.54%	20
2024 Q2	$3.73M	Sell	33,843 -177	-0.5%	-$19.4K	1.62%	16
2024 Q1	$3.88M	Sell	34,020 -502	-1%	-$54.3K	1.69%	18
2023 Q4	$3.61M	Buy	34,522 +868	+3%	+$82.3K	1.71%	20
2023 Q3	$3.07M	Sell	33,654 -1,163	-3%	-$111K	1.62%	21
2023 Q2	$3.36M	Sell	34,817 -661	-2%	-$60.2K	1.72%	20
2023 Q1	$3.23M	Sell	35,478 -667	-2%	-$59.5K	1.76%	20
2022 Q4	$3.02M	Sell	36,145 -784	-2%	-$66K	1.76%	21
2022 Q3	$2.9M	Buy	36,929 +1,833	+5%	+$158K	1.9%	16
2022 Q2	$2.78M	Sell	35,096 -685	-2%	-$59.7K	1.76%	18
2022 Q1	$3.6M	Buy	35,781 +342	+1%	+$34.1K	1.96%	14
2021 Q4	$4.08M	Buy	35,439 +102	+0.3%	+$11.9K	1.98%	14
2021 Q3	$3.96M	Sell	35,337 -240	-0.7%	-$27.6K	2.17%	11
2021 Q2	$4.03M	Buy	35,577 +48	+0.1%	+$5.13K	2.23%	11
2021 Q1	$3.63M	Sell	35,529 -1,683	-5%	-$176K	2.34%	11
2020 Q4	$3.82M	Sell	37,212 -410	-1%	-$39K	2.64%	8
2020 Q3	$3.25M	Buy	37,622 +854	+2%	+$72.1K	2.53%	9
2020 Q2	$2.91M	Buy	36,768 +76	+0.2%	+$5.51K	2.47%	9
2020 Q1	$2.23M	Sell	36,692 -2,700	-7%	-$197K	2.32%	11
2019 Q4	$3M	Buy	39,392 +188	+0.5%	+$13.8K	2.45%	8
2019 Q3	$2.77M	Sell	39,204 -38	-0.1%	-$2.73K	2.4%	7
2019 Q2	$2.8M	Buy	39,242 +1,098	+3%	+$76.4K	2.43%	5
2019 Q1	$2.59M	Sell	38,144 -1,798	-5%	-$115K	2.36%	8
2018 Q4	$2.27M	Buy	+39,942	New	+$2.43M	2.37%	7

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

Eukles Asset Management's IWP Position: Q2 2026 in Review

Eukles Asset Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 12% in Q2 2026, buying an estimated $589K and bringing the position to 39,325 shares worth $5.76M. The position accounts for 2.38% of the portfolio, ranked #11.

Eukles Asset Management first reported a position in IWP in Q4 2018 and has held it in 31 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Eukles Asset Management held 39,325 shares of iShares Russell Mid-Cap Growth ETF worth $5.76M as of Q2 2026.
Eukles Asset Management bought 4,274 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $589K.
iShares Russell Mid-Cap Growth ETF made up 2.38% of Eukles Asset Management's portfolio in Q2 2026, its #11 holding.
Eukles Asset Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and has held it in 31 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Eukles Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.