Forum Financial Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Forum Financial 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	$269K	Sell	1,834 -422	-19%	-$58.2K	﹤0.01%	290
2026 Q1	$289K	Buy	2,256 +565	+33%	+$76.5K	﹤0.01%	264
2025 Q4	$232K	Hold	1,691	–	–	﹤0.01%	886
2025 Q3	$241K	Hold	1,691	–	–	﹤0.01%	859
2025 Q2	$235K	Buy	+1,691	New	+$214K	﹤0.01%	812
2025 Q1	–	Sell	-1,691	Closed	-$214K	–	902
2024 Q4	$214K	Buy	+1,691	New	+$215K	﹤0.01%	813

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

Forum Financial Management's IWP Position: Q2 2026 in Review

Forum Financial Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 19% in Q2 2026, selling an estimated $58.2K and leaving 1,834 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Forum Financial Management first reported a position in IWP in Q4 2024 and has held it in 6 quarters since. The position peaked at $289K in Q1 2026. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Forum Financial Management held 1,834 shares of iShares Russell Mid-Cap Growth ETF worth $269K as of Q2 2026.
Forum Financial Management sold 422 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $58.2K.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #290 holding.
Forum Financial Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
Forum Financial Management's iShares Russell Mid-Cap Growth ETF position peaked at $289K in Q1 2026.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.