First Foundation Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

First Foundation Advisors’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	$9.71M	Buy	66,345 +191	+0.3%	+$26.3K	0.35%	53
2026 Q1	$8.48M	Buy	66,154 +913	+1%	+$124K	0.34%	52
2025 Q4	$8.93M	Sell	65,241 -2,064	-3%	-$288K	0.34%	53
2025 Q3	$9.58M	Sell	67,305 -7,758	-10%	-$1.1M	0.35%	52
2025 Q2	$10.4M	Buy	75,063 +13,645	+22%	+$1.73M	0.39%	47
2025 Q1	$7.22M	Sell	61,418 -4,836	-7%	-$622K	0.29%	59
2024 Q4	$8.4M	Sell	66,254 -537	-0.8%	-$68.3K	0.32%	55
2024 Q3	$7.83M	Sell	66,791 -20	-0%	-$2.24K	0.3%	64
2024 Q2	$7.37M	Buy	66,811 +51,724	+343%	+$5.68M	0.28%	67
2024 Q1	$1.72M	Buy	15,087 +2,467	+20%	+$267K	0.07%	130
2023 Q4	$1.32M	Buy	12,620 +9,046	+253%	+$858K	0.06%	149
2023 Q3	$326K	Buy	3,574 +900	+34%	+$86K	0.02%	311
2023 Q2	$258K	Buy	+2,674	New	+$244K	0.01%	342

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

First Foundation Advisors's IWP Position: Q2 2026 in Review

First Foundation Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.29% in Q2 2026, buying an estimated $26.3K and bringing the position to 66,345 shares worth $9.71M. The position accounts for 0.35% of the portfolio, ranked #53.

First Foundation Advisors first reported a position in IWP in Q2 2023 and has held it in 13 quarters since. The position peaked at $10.4M in Q2 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

First Foundation Advisors held 66,345 shares of iShares Russell Mid-Cap Growth ETF worth $9.71M as of Q2 2026.
First Foundation Advisors bought 191 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $26.3K.
iShares Russell Mid-Cap Growth ETF made up 0.35% of First Foundation Advisors's portfolio in Q2 2026, its #53 holding.
First Foundation Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2023 and has held it in 13 quarters since.
First Foundation Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $10.4M in Q2 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.