EPW
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Evolve Private Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Evolve Private Wealth’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 		– Sell
-3,304
Closed -$423K – 1124
2026
Q1 		$423K Buy
+3,304
New +$447K 0.02% 651

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
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

Evolve Private Wealth's IWP Position: Q2 2026 in Review

Evolve Private Wealth sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026, closing a stake of 3,304 shares — an estimated $423K sold.

Evolve Private Wealth first reported a position in IWP in Q1 2026 and held it in 1 quarter. The position peaked at $423K in Q1 2026. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Evolve Private Wealth reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 3,304 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $423K.
  • Evolve Private Wealth first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2026 and held it in 1 quarter.
  • Evolve Private Wealth's iShares Russell Mid-Cap Growth ETF position peaked at $423K in Q1 2026.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.