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

Foguth 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 		$206K Hold
1,496
– – 0.02% 206
2026
Q1 		$214K Buy
+1,496
New +$202K 0.02% 201
2025
Q1 		– Sell
-1,549
Closed -$210K – 155
2024
Q4 		$210K Buy
+1,549
New +$197K 0.06% 144

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

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

Foguth Wealth Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 1,496 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #206.

Foguth Wealth Management first reported a position in IWP in Q4 2024 and has held it in 3 quarters since. The position peaked at $214K in Q1 2026. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Foguth Wealth Management held 1,496 shares of iShares Russell Mid-Cap Growth ETF worth $206K as of Q2 2026.
  • Foguth Wealth Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Growth ETF made up 0.02% of Foguth Wealth Management's portfolio in Q2 2026, its #206 holding.
  • Foguth Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 3 quarters since.
  • Foguth Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $214K in Q1 2026.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.