GC Wealth Management RIA’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

GC Wealth Management RIA’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	$397K	Hold	2,710	–	–	0.02%	370
2026 Q1	$347K	Hold	2,710	–	–	0.01%	411
2025 Q4	$371K	Buy	2,710 +820	+43%	+$115K	0.01%	418
2025 Q3	$269K	Hold	1,890	–	–	0.01%	737
2025 Q2	$262K	Buy	+1,890	New	+$239K	0.02%	467

Other funds holding IWP

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

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

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

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

GC Wealth Management RIA's IWP Position: Q2 2026 in Review

GC Wealth Management RIA held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 2,710 shares worth $397K. The position accounts for 0.02% of the portfolio, ranked #370.

GC Wealth Management RIA first reported a position in IWP in Q2 2025 and has held it in 5 quarters since. 412 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

GC Wealth Management RIA held 2,710 shares of iShares Russell Mid-Cap Growth ETF worth $397K as of Q2 2026.
GC Wealth Management RIA left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.02% of GC Wealth Management RIA's portfolio in Q2 2026, its #370 holding.
GC Wealth Management RIA first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
412 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.