FWG Investments’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

FWG Investments’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	$501K	Buy	3,421 +315	+10%	+$43.4K	0.27%	80
2026 Q1	$398K	Buy	3,106 +542	+21%	+$73.3K	0.25%	88
2025 Q4	$351K	Buy	2,564 +132	+5%	+$18.4K	0.22%	87
2025 Q3	$346K	Sell	2,432 -2,107	-46%	-$298K	0.24%	82
2025 Q2	$630K	Buy	+4,539	New	+$574K	0.48%	56
2025 Q1	–	Sell	-5,659	Closed	-$717K	–	85
2024 Q4	$717K	Sell	5,659 -32	-0.6%	-$4.07K	0.56%	52
2024 Q3	$667K	Sell	5,691 -821	-13%	-$91.8K	0.58%	46
2024 Q2	$719K	Sell	6,512 -440	-6%	-$48.3K	0.73%	38
2024 Q1	$793K	Sell	6,952 -190	-3%	-$20.6K	0.86%	26
2023 Q4	$746K	Buy	+7,142	New	+$677K	0.93%	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

FWG Investments's IWP Position: Q2 2026 in Review

FWG Investments increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 10% in Q2 2026, buying an estimated $43.4K and bringing the position to 3,421 shares worth $501K. The position accounts for 0.27% of the portfolio, ranked #80.

FWG Investments first reported a position in IWP in Q4 2023 and has held it in 10 quarters since. The position peaked at $793K in Q1 2024. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

FWG Investments held 3,421 shares of iShares Russell Mid-Cap Growth ETF worth $501K as of Q2 2026.
FWG Investments bought 315 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $43.4K.
iShares Russell Mid-Cap Growth ETF made up 0.27% of FWG Investments's portfolio in Q2 2026, its #80 holding.
FWG Investments first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
FWG Investments's iShares Russell Mid-Cap Growth ETF position peaked at $793K in Q1 2024.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on FWG Investments's 13F filing for Q2 2026, filed 28 Jul 2026.