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

Finley Financial’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	$483K	Hold	3,300	–	–	0.19%	47
2026 Q1	$423K	Sell	3,300 -540	-14%	-$73.1K	0.2%	49
2025 Q4	$526K	Hold	3,840	–	–	0.24%	47
2025 Q3	$547K	Hold	3,840	–	–	0.25%	49
2025 Q2	$533K	Hold	3,840	–	–	0.27%	45
2025 Q1	$466K	Buy	3,840 +75	+2%	+$9.64K	0.26%	46
2024 Q4	$490K	Buy	+3,765	New	+$479K	0.26%	45

Other funds holding IWP

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

PMFA

Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 1-Year Est. Return

FCBT

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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FAC

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

Finley Financial's IWP Position: Q2 2026 in Review

Finley Financial held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 3,300 shares worth $483K. The position accounts for 0.19% of the portfolio, ranked #47.

Finley Financial first reported a position in IWP in Q4 2024 and has held it in 7 quarters since. The position peaked at $547K in Q3 2025. 805 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Finley Financial held 3,300 shares of iShares Russell Mid-Cap Growth ETF worth $483K as of Q2 2026.
Finley Financial left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.19% of Finley Financial's portfolio in Q2 2026, its #47 holding.
Finley Financial first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Finley Financial's iShares Russell Mid-Cap Growth ETF position peaked at $547K in Q3 2025.
805 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.