Focus Partners Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Focus Partners Wealth’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	$93.2M	Sell	636,878 -20,949	-3%	-$2.89M	0.1%	205
2026 Q1	$84.3M	Buy	657,827 +5,668	+0.9%	+$767K	0.09%	205
2025 Q4	$89.3M	Buy	652,159 +80,331	+14%	+$11.2M	0.1%	192
2025 Q3	$81.4M	Buy	571,828 +140,490	+33%	+$19.9M	0.13%	147
2025 Q2	$59.8M	Sell	431,338 -8,195	-2%	-$1.04M	0.13%	164
2025 Q1	$51.6M	Buy	439,533 +3,294	+0.8%	+$423K	0.13%	161
2024 Q4	$55.3M	Buy	436,239 +379,704	+672%	+$48.3M	0.14%	145
2024 Q3	$6.63M	Sell	56,535 -682,575	-92%	-$76.3M	0.02%	493
2024 Q2	$82.8M	Buy	739,110 +356,926	+93%	+$39.2M	0.28%	86
2024 Q1	$43.6M	Buy	382,184 +360,368	+1,652%	+$39M	0.35%	66
2023 Q4	$2.28M	Buy	+21,816	New	+$2.07M	0.03%	333

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 Partners Wealth's IWP Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 3.2% in Q2 2026, selling an estimated $2.89M and leaving 636,878 shares worth $93.2M. The position accounts for 0.1% of the portfolio, ranked #205.

Focus Partners Wealth first reported a position in IWP in Q4 2023 and has held it in 11 quarters since. 1,215 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Focus Partners Wealth held 636,878 shares of iShares Russell Mid-Cap Growth ETF worth $93.2M as of Q2 2026.
Focus Partners Wealth sold 20,949 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $2.89M.
iShares Russell Mid-Cap Growth ETF made up 0.1% of Focus Partners Wealth's portfolio in Q2 2026, its #205 holding.
Focus Partners Wealth first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,215 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.