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Financial Partners Group (Kansas)’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Financial Partners Group (Kansas)’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 		$3.3M Sell
22,513
-445
-2% -$61.3K 0.33% 47
2026
Q1 		$2.94M Sell
22,958
-93,301
-80% -$12.6M 0.35% 48
2025
Q4 		$15.8M Sell
116,259
-19,302
-14% -$2.7M 1.82% 18
2025
Q3 		$19.3M Buy
135,561
+147
+0.1% +$20.8K 2.4% 12
2025
Q2 		$18.8M Buy
135,414
+7,802
+6% +$987K 2.6% 12
2025
Q1 		$15M Buy
127,612
+106,985
+519% +$13.8M 2.31% 13
2024
Q4 		$2.61M Buy
20,627
+189
+0.9% +$24K 0.38% 40
2024
Q3 		$2.4M Sell
20,438
-301
-1% -$33.7K 0.35% 44
2024
Q2 		$2.29M Sell
20,739
-202
-1% -$22.2K 0.36% 41
2024
Q1 		$2.39M Sell
20,941
-354
-2% -$38.3K 0.38% 42
2023
Q4 		$2.22M Sell
21,295
-285
-1% -$27K 0.4% 40
2023
Q3 		$1.95M Buy
21,580
+949
+5% +$90.7K 0.4% 39
2023
Q2 		$1.99M Sell
20,631
-1,356
-6% -$124K 0.4% 43
2023
Q1 		$2M Sell
21,987
-295
-1% -$26.3K 0.45% 38
2022
Q4 		$2.06M Sell
22,282
-7,349
-25% -$619K 0.45% 39
2022
Q3 		$2.32M Sell
29,631
-275
-0.9% -$23.7K 0.61% 33
2022
Q2 		$2.37M Sell
29,906
-3,216
-10% -$280K 0.59% 31
2022
Q1 		$3.33M Sell
33,122
-3,833
-10% -$382K 0.72% 30
2021
Q4 		$3.71M Buy
36,955
+339
+0.9% +$39.5K 0.81% 30
2021
Q3 		$4.1M Buy
36,616
+3,372
+10% +$388K 0.97% 31
2021
Q2 		$3.76M Buy
33,244
+271
+0.8% +$28.9K 0.97% 30
2021
Q1 		$3.37M Buy
32,973
+563
+2% +$58.9K 0.95% 28
2020
Q4 		$3.47M Sell
32,410
-2,040
-6% -$194K 1.04% 24
2020
Q3 		$2.98M Buy
34,450
+7,490
+28% +$632K 1.02% 26
2020
Q2 		$2.13M Buy
+26,960
New +$1.96M 0.83% 29

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

Financial Partners Group (Kansas)'s IWP Position: Q2 2026 in Review

Financial Partners Group (Kansas) reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.9% in Q2 2026, selling an estimated $61.3K and leaving 22,513 shares worth $3.3M. The position accounts for 0.33% of the portfolio, ranked #47.

Financial Partners Group (Kansas) first reported a position in IWP in Q2 2020 and has held it in 25 quarters since. The position peaked at $19.3M in Q3 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Financial Partners Group (Kansas) held 22,513 shares of iShares Russell Mid-Cap Growth ETF worth $3.3M as of Q2 2026.
  • Financial Partners Group (Kansas) sold 445 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $61.3K.
  • iShares Russell Mid-Cap Growth ETF made up 0.33% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #47 holding.
  • Financial Partners Group (Kansas) first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • Financial Partners Group (Kansas)'s iShares Russell Mid-Cap Growth ETF position peaked at $19.3M in Q3 2025.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.