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

FLP 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 		$248K Buy
+1,696
New +$234K 0.44% 55
2025
Q1 		– Sell
-980
Closed -$124K – 264
2024
Q4 		$124K Buy
+980
New +$125K 0.32% 73

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

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

FLP Wealth Management opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 1,696 shares worth $248K. The stake represents 0.44% of the portfolio and ranks #55 among its holdings. This is a return to the name: FLP Wealth Management previously reported a position in IWP as recently as Q4 2024.

FLP Wealth Management first reported a position in IWP in Q4 2024 and has held it in 2 quarters since. 1,221 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • FLP Wealth Management held 1,696 shares of iShares Russell Mid-Cap Growth ETF worth $248K as of Q2 2026.
  • iShares Russell Mid-Cap Growth ETF was a new FLP Wealth Management position in Q2 2026.
  • iShares Russell Mid-Cap Growth ETF made up 0.44% of FLP Wealth Management's portfolio in Q2 2026, its #55 holding.
  • FLP Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 2 quarters since.
  • 1,221 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on FLP Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.