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

Fingerlakes 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	$592K	Buy	4,045 +5	+0.1%	+$689	0.32%	61
2026 Q1	$518K	Buy	4,040 +1	+0%	+$135	0.34%	61
2025 Q4	$553K	Sell	4,039 -80	-2%	-$11.2K	0.35%	54
2025 Q3	$587K	Buy	4,119 +4	+0.1%	+$565	0.38%	52
2025 Q2	$571K	Buy	4,115 +4	+0.1%	+$506	0.43%	51
2025 Q1	$483K	Buy	4,111 +3	+0.1%	+$386	0.41%	53
2024 Q4	$521K	Buy	4,108 +4	+0.1%	+$508	0.42%	52
2024 Q3	$481K	Sell	4,104 -64	-2%	-$7.16K	0.4%	58
2024 Q2	$460K	Buy	4,168 +4	+0.1%	+$439	0.41%	57
2024 Q1	$475K	Buy	4,164 +3	+0.1%	+$325	0.46%	57
2023 Q4	$435K	Buy	4,161 +14	+0.3%	+$1.33K	0.47%	57
2023 Q3	$379K	Hold	4,147	–	–	0.46%	59
2023 Q2	$401K	Buy	4,147 +2	+0%	+$182	0.46%	60
2023 Q1	$377K	Sell	4,145 -6	-0.1%	-$535	0.47%	63
2022 Q4	$347K	Buy	4,151 +11	+0.3%	+$926	0.48%	66
2022 Q3	$325K	Sell	4,140 -1,112	-21%	-$95.7K	0.47%	65
2022 Q2	$416K	Buy	5,252 +7	+0.1%	+$610	0.57%	56
2022 Q1	$527K	Buy	5,245 +8	+0.2%	+$797	0.62%	46
2021 Q4	$605K	Buy	+5,237	New	+$611K	0.68%	41

Other funds holding IWP

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

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

Fingerlakes Wealth Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.12% in Q2 2026, buying an estimated $689 and bringing the position to 4,045 shares worth $592K. The position accounts for 0.32% of the portfolio, ranked #61.

Fingerlakes Wealth Management first reported a position in IWP in Q4 2021 and has held it in 19 quarters since. The position peaked at $605K in Q4 2021. 412 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Fingerlakes Wealth Management held 4,045 shares of iShares Russell Mid-Cap Growth ETF worth $592K as of Q2 2026.
Fingerlakes Wealth Management bought 5 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $689.
iShares Russell Mid-Cap Growth ETF made up 0.32% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #61 holding.
Fingerlakes Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
Fingerlakes Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $605K in Q4 2021.
412 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.