Game Plan Financial Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Game Plan Financial Advisors’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	$101K	Buy	692 +44	+7%	+$6.07K	0.04%	115
2026 Q1	$83K	Hold	648	–	–	0.04%	110
2025 Q4	$88.7K	Hold	648	–	–	0.04%	113
2025 Q3	$92.3K	Hold	648	–	–	0.04%	120
2025 Q2	$89.9K	Hold	648	–	–	0.04%	120
2025 Q1	$76.1K	Hold	648	–	–	0.04%	126
2024 Q4	$82.2K	Hold	648	–	–	0.04%	121
2024 Q3	$76K	Hold	648	–	–	0.04%	130
2024 Q2	$71.5K	Hold	648	–	–	0.04%	138
2024 Q1	$74K	Hold	648	–	–	0.04%	139
2023 Q4	$67.7K	Buy	+648	New	+$61.4K	0.04%	145

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

Game Plan Financial Advisors's IWP Position: Q2 2026 in Review

Game Plan Financial Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 6.8% in Q2 2026, buying an estimated $6.07K and bringing the position to 692 shares worth $101K. The position accounts for 0.04% of the portfolio, ranked #115.

Game Plan Financial Advisors first reported a position in IWP in Q4 2023 and has held it in 11 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Game Plan Financial Advisors held 692 shares of iShares Russell Mid-Cap Growth ETF worth $101K as of Q2 2026.
Game Plan Financial Advisors bought 44 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $6.07K.
iShares Russell Mid-Cap Growth ETF made up 0.04% of Game Plan Financial Advisors's portfolio in Q2 2026, its #115 holding.
Game Plan Financial Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Game Plan Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.