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

Evermay 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	$146K	Hold	1,000	–	–	0.02%	233
2026 Q1	$128K	Hold	1,000	–	–	0.01%	232
2025 Q4	$137K	Hold	1,000	–	–	0.02%	234
2025 Q3	$142K	Hold	1,000	–	–	0.02%	233
2025 Q2	$139K	Hold	1,000	–	–	0.02%	234
2025 Q1	$117K	Hold	1,000	–	–	0.02%	239
2024 Q4	$127K	Hold	1,000	–	–	0.02%	233
2024 Q3	$117K	Hold	1,000	–	–	0.02%	252
2024 Q2	$110K	Hold	1,000	–	–	0.02%	258
2024 Q1	$114K	Hold	1,000	–	–	0.02%	264
2023 Q4	$104K	Hold	1,000	–	–	0.02%	254
2023 Q3	$91.5K	Hold	1,000	–	–	0.02%	246
2023 Q2	$96.6K	Hold	1,000	–	–	0.02%	249
2023 Q1	$91K	Hold	1,000	–	–	0.02%	247
2022 Q4	$83.6K	Hold	1,000	–	–	0.02%	241
2022 Q3	$78K	Hold	1,000	–	–	0.02%	239
2022 Q2	$79K	Hold	1,000	–	–	0.02%	235
2022 Q1	$101K	Hold	1,000	–	–	0.02%	252
2021 Q4	$115K	Hold	1,000	–	–	0.02%	218
2021 Q3	$112K	Hold	1,000	–	–	0.02%	208
2021 Q2	$113K	Buy	+1,000	New	+$107K	0.02%	213

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

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

Evermay Wealth Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 1,000 shares worth $146K. The position accounts for 0.02% of the portfolio, ranked #233.

Evermay Wealth Management first reported a position in IWP in Q2 2021 and has held it in 21 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Evermay Wealth Management held 1,000 shares of iShares Russell Mid-Cap Growth ETF worth $146K as of Q2 2026.
Evermay Wealth Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Evermay Wealth Management's portfolio in Q2 2026, its #233 holding.
Evermay Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2021 and has held it in 21 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.