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

Foundation Wealth Management (Pennsylvania)’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	$734K	Sell	5,016 -1	-0%	-$138	0.22%	50
2026 Q1	$643K	Hold	5,017	–	–	0.23%	50
2025 Q4	$687K	Hold	5,017	–	–	0.25%	46
2025 Q3	$714K	Sell	5,017 -448	-8%	-$63.3K	0.28%	49
2025 Q2	$758K	Hold	5,465	–	–	0.33%	47
2025 Q1	$642K	Hold	5,465	–	–	0.31%	47
2024 Q4	$693K	Buy	+5,465	New	+$695K	0.34%	48

Other funds holding IWP

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

Foundation Wealth Management (Pennsylvania) reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.02% in Q2 2026, selling an estimated $138 and leaving 5,016 shares worth $734K. The position accounts for 0.22% of the portfolio, ranked #50.

Foundation Wealth Management (Pennsylvania) first reported a position in IWP in Q4 2024 and has held it in 7 quarters since. The position peaked at $758K in Q2 2025. 656 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Foundation Wealth Management (Pennsylvania) held 5,016 shares of iShares Russell Mid-Cap Growth ETF worth $734K as of Q2 2026.
Foundation Wealth Management (Pennsylvania) sold 1 iShares Russell Mid-Cap Growth ETF share in Q2 2026, an estimated $138.
iShares Russell Mid-Cap Growth ETF made up 0.22% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #50 holding.
Foundation Wealth Management (Pennsylvania) first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Foundation Wealth Management (Pennsylvania)'s iShares Russell Mid-Cap Growth ETF position peaked at $758K in Q2 2025.
656 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.