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Foundation Wealth Management (Missouri)’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Foundation Wealth Management (Missouri)’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 		$290K Hold
1,981
– – 0.17% 39
2026
Q1 		$254K Hold
1,981
– – 0.17% 38
2025
Q4 		$271K Sell
1,981
-71
-3% -$9.92K 0.18% 40
2025
Q3 		$292K Hold
2,052
– – 0.19% 38
2025
Q2 		$285K Hold
2,052
– – 0.2% 38
2025
Q1 		$241K Hold
2,052
– – 0.19% 38
2024
Q4 		$260K Hold
2,052
– – 0.2% 40
2024
Q3 		$241K Hold
2,052
– – 0.18% 36
2024
Q2 		$226K Hold
2,052
– – 0.18% 40
2024
Q1 		$234K Hold
2,052
– – 0.19% 33
2023
Q4 		$214K Buy
+2,052
New +$195K 0.19% 34

Other funds holding IWP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
ZBNA
Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Foundation Wealth Management (Missouri)'s IWP Position: Q2 2026 in Review

Foundation Wealth Management (Missouri) held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 1,981 shares worth $290K. The position accounts for 0.17% of the portfolio, ranked #39.

Foundation Wealth Management (Missouri) first reported a position in IWP in Q4 2023 and has held it in 11 quarters since. The position peaked at $292K in Q3 2025. 591 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Foundation Wealth Management (Missouri) held 1,981 shares of iShares Russell Mid-Cap Growth ETF worth $290K as of Q2 2026.
  • Foundation Wealth Management (Missouri) left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Growth ETF made up 0.17% of Foundation Wealth Management (Missouri)'s portfolio in Q2 2026, its #39 holding.
  • Foundation Wealth Management (Missouri) first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Foundation Wealth Management (Missouri)'s iShares Russell Mid-Cap Growth ETF position peaked at $292K in Q3 2025.
  • 591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Foundation Wealth Management (Missouri)'s 13F filing for Q2 2026, filed 30 Jul 2026.