Gateway Wealth Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Gateway Wealth Partners’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	$423K	Sell	2,892 -2,892	-50%	-$399K	0.03%	511
2026 Q1	$741K	Buy	5,784 +2,897	+100%	+$392K	0.03%	445
2025 Q4	$395K	Buy	2,887 +33	+1%	+$4.61K	0.04%	310
2025 Q3	$406K	Sell	2,854 -212	-7%	-$30K	0.05%	273
2025 Q2	$425K	Buy	+3,066	New	+$388K	0.08%	225

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

Gateway Wealth Partners's IWP Position: Q2 2026 in Review

Gateway Wealth Partners reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 50% in Q2 2026, selling an estimated $399K and leaving 2,892 shares worth $423K. The position accounts for 0.03% of the portfolio, ranked #511.

Gateway Wealth Partners first reported a position in IWP in Q2 2025 and has held it in 5 quarters since. The position peaked at $741K in Q1 2026. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Gateway Wealth Partners held 2,892 shares of iShares Russell Mid-Cap Growth ETF worth $423K as of Q2 2026.
Gateway Wealth Partners sold 2,892 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $399K.
iShares Russell Mid-Cap Growth ETF made up 0.03% of Gateway Wealth Partners's portfolio in Q2 2026, its #511 holding.
Gateway Wealth Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
Gateway Wealth Partners's iShares Russell Mid-Cap Growth ETF position peaked at $741K in Q1 2026.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.