FreeGulliver LLC’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

FreeGulliver LLC’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	$460K	Buy	3,139 +4	+0.1%	+$551	0.16%	60
2026 Q1	$402K	Buy	3,135 +1	+0%	+$135	0.17%	59
2025 Q4	$429K	Sell	3,134 -16	-0.5%	-$2.24K	0.16%	55
2025 Q3	$449K	Buy	3,150 +3	+0.1%	+$424	0.2%	53
2025 Q2	$436K	Buy	3,147 +3	+0.1%	+$380	0.2%	51
2025 Q1	$369K	Sell	3,144 -305	-9%	-$39.2K	0.18%	58
2024 Q4	$437K	Buy	3,449 +2	+0.1%	+$254	0.21%	47
2024 Q3	$404K	Buy	3,447 +26	+0.8%	+$2.91K	0.24%	47
2024 Q2	$378K	Buy	3,421 +9	+0.3%	+$989	0.26%	41
2024 Q1	$390K	Buy	3,412 +3	+0.1%	+$325	0.35%	35
2023 Q4	$356K	Buy	+3,409	New	+$323K	0.47%	24

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

FreeGulliver LLC's IWP Position: Q2 2026 in Review

FreeGulliver LLC increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.13% in Q2 2026, buying an estimated $551 and bringing the position to 3,139 shares worth $460K. The position accounts for 0.16% of the portfolio, ranked #60.

FreeGulliver LLC first reported a position in IWP in Q4 2023 and has held it in 11 quarters since. 1,217 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

FreeGulliver LLC held 3,139 shares of iShares Russell Mid-Cap Growth ETF worth $460K as of Q2 2026.
FreeGulliver LLC bought 4 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $551.
iShares Russell Mid-Cap Growth ETF made up 0.16% of FreeGulliver LLC's portfolio in Q2 2026, its #60 holding.
FreeGulliver LLC first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,217 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on FreeGulliver LLC's 13F filing for Q2 2026, filed 11 Aug 2026.