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

Focus Financial Network’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	$262K	Sell	1,786 -1,596	-47%	-$220K	0.01%	654
2026 Q1	$433K	Sell	3,382 -318	-9%	-$43K	0.02%	497
2025 Q4	$507K	Sell	3,700 -15,875	-81%	-$2.22M	0.02%	448
2025 Q3	$2.79M	Sell	19,575 -7,291	-27%	-$1.03M	0.1%	159
2025 Q2	$3.73M	Buy	26,866 +14,689	+121%	+$1.86M	0.15%	123
2025 Q1	$1.43M	Buy	12,177 +9,182	+307%	+$1.18M	0.06%	232
2024 Q4	$380K	Sell	2,995 -337	-10%	-$42.8K	0.02%	484
2024 Q3	$391K	Sell	3,332 -1,470	-31%	-$164K	0.02%	469
2024 Q2	$541K	Buy	4,802 +3	+0.1%	+$330	0.02%	387
2024 Q1	$511K	Sell	4,799 -100,549	-95%	-$10.9M	0.02%	375
2023 Q4	$11M	Buy	105,348 +100,563	+2,102%	+$9.53M	0.41%	50
2023 Q3	$438K	Buy	4,785 +182	+4%	+$17.4K	0.02%	379
2023 Q2	$445K	Sell	4,603 -436	-9%	-$39.7K	0.02%	388
2023 Q1	$459K	Buy	5,039 +148	+3%	+$13.2K	0.03%	368
2022 Q4	$409K	Buy	4,891 +13	+0.3%	+$1.09K	0.03%	317
2022 Q3	$383K	Sell	4,878 -40	-0.8%	-$3.44K	0.03%	328
2022 Q2	$390K	Buy	4,918 +44	+0.9%	+$3.83K	0.03%	330
2022 Q1	$490K	Buy	+4,874	New	+$485K	0.03%	308
2021 Q1	–	Sell	-4,570	Closed	-$469K	–	458
2020 Q4	$469K	Buy	4,570 +1,126	+33%	+$107K	0.04%	275
2020 Q3	$298K	Buy	3,444 +2	+0.1%	+$169	0.03%	339
2020 Q2	$272K	Buy	+3,442	New	+$250K	0.03%	318

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

Focus Financial Network's IWP Position: Q2 2026 in Review

Focus Financial Network reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 47% in Q2 2026, selling an estimated $220K and leaving 1,786 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #654.

Focus Financial Network first reported a position in IWP in Q2 2020 and has held it in 21 quarters since. The position peaked at $11M in Q4 2023. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Focus Financial Network held 1,786 shares of iShares Russell Mid-Cap Growth ETF worth $262K as of Q2 2026.
Focus Financial Network sold 1,596 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $220K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Focus Financial Network's portfolio in Q2 2026, its #654 holding.
Focus Financial Network first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2020 and has held it in 21 quarters since.
Focus Financial Network's iShares Russell Mid-Cap Growth ETF position peaked at $11M in Q4 2023.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.