Financial Perspectives’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Financial Perspectives’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	$326K	Hold	2,227	–	–	0.08%	131
2026 Q1	$285K	Hold	2,227	–	–	0.08%	134
2025 Q4	$305K	Hold	2,227	–	–	0.08%	128
2025 Q3	$317K	Hold	2,227	–	–	0.09%	121
2025 Q2	$309K	Hold	2,227	–	–	0.09%	119
2025 Q1	$262K	Hold	2,227	–	–	0.09%	120
2024 Q4	$282K	Sell	2,227 -41	-2%	-$5.21K	0.09%	118
2024 Q3	$266K	Hold	2,268	–	–	0.09%	122
2024 Q2	$250K	Hold	2,268	–	–	0.09%	121
2024 Q1	$259K	Hold	2,268	–	–	0.1%	119
2023 Q4	$237K	Hold	2,268	–	–	0.1%	126
2023 Q3	$207K	Hold	2,268	–	–	0.09%	123
2023 Q2	$219K	Buy	2,268 +41	+2%	+$3.74K	0.1%	123
2023 Q1	$203K	Hold	2,227	–	–	0.1%	121
2022 Q4	$186K	Buy	2,227 +2,208	+11,621%	+$186K	0.1%	125
2022 Q3	$1.5K	Hold	19	–	–	﹤0.01%	602
2022 Q2	$1.51K	Hold	19	–	–	﹤0.01%	611
2022 Q1	$1.91K	Buy	+19	New	+$1.89K	﹤0.01%	614

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

Financial Perspectives's IWP Position: Q2 2026 in Review

Financial Perspectives held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 2,227 shares worth $326K. The position accounts for 0.08% of the portfolio, ranked #131.

Financial Perspectives first reported a position in IWP in Q1 2022 and has held it in 18 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Financial Perspectives held 2,227 shares of iShares Russell Mid-Cap Growth ETF worth $326K as of Q2 2026.
Financial Perspectives left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.08% of Financial Perspectives's portfolio in Q2 2026, its #131 holding.
Financial Perspectives first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2022 and has held it in 18 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.