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

Friday Financial’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 		$1.92M Buy
13,546
+2,255
+20% +$311K 0.51% 26
2026
Q1 		$1.45M Hold
11,291
– – 0.5% 32
2025
Q4 		$1.55M Sell
11,291
-1,136
-9% -$159K 0.55% 29
2025
Q3 		$1.77M Buy
12,427
+2,805
+29% +$396K 0.74% 25
2025
Q2 		$1.33M Hold
9,622
– – 0.68% 24
2025
Q1 		$1.16M Hold
9,622
– – 0.69% 25
2024
Q4 		$1.22M Buy
+9,622
New +$1.22M 0.84% 24

Other funds holding IWP

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
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Friday Financial's IWP Position: Q2 2026 in Review

Friday Financial increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 20% in Q2 2026, buying an estimated $311K and bringing the position to 13,546 shares worth $1.92M. The position accounts for 0.51% of the portfolio, ranked #26.

Friday Financial first reported a position in IWP in Q4 2024 and has held it in 7 quarters since. 325 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Friday Financial held 13,546 shares of iShares Russell Mid-Cap Growth ETF worth $1.92M as of Q2 2026.
  • Friday Financial bought 2,255 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $311K.
  • iShares Russell Mid-Cap Growth ETF made up 0.51% of Friday Financial's portfolio in Q2 2026, its #26 holding.
  • Friday Financial first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 325 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Friday Financial's 13F filing for Q2 2026, filed 9 Jul 2026.