GenWealth Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $30.5M | Buy |
+208,254
| New | +$28.7M | 4.75% | 7 |
|
|
2026
Q1 | – | Sell |
-202,807
| Closed | -$28.8M | – | 90 |
|
|
2025
Q4 | $28.8M | Buy |
202,807
+17,897
| +10% | +$2.5M | 4.91% | 6 |
|
|
2025
Q3 | $26.3M | Sell |
184,910
-7,392
| -4% | -$1.04M | 4.9% | 6 |
|
|
2025
Q2 | $26.7M | Buy |
+192,302
| New | +$24.3M | 5.38% | 6 |
|
|
2025
Q1 | – | Sell |
-163,909
| Closed | -$20.8M | – | 77 |
|
|
2024
Q4 | $20.8M | Sell |
163,909
-331
| -0.2% | -$42.1K | 4.73% | 7 |
|
|
2024
Q3 | $19.3M | Buy |
164,240
+4,003
| +2% | +$448K | 4.43% | 8 |
|
|
2024
Q2 | $17.7M | Buy |
160,237
+2,018
| +1% | +$222K | 4.35% | 9 |
|
|
2024
Q1 | $18.1M | Buy |
158,219
+10,536
| +7% | +$1.14M | 4.55% | 8 |
|
|
2023
Q4 | $15.4M | Sell |
147,683
-12,315
| -8% | -$1.17M | 4.26% | 9 |
|
|
2023
Q3 | $14.6M | Sell |
159,998
-54
| -0% | -$5.16K | 4.43% | 8 |
|
|
2023
Q2 | $15.5M | Buy |
160,052
+2,482
| +2% | +$226K | 4.45% | 8 |
|
|
2023
Q1 | $14.3M | Buy |
157,570
+540
| +0.3% | +$48.2K | 4.4% | 8 |
|
|
2022
Q4 | $13.1M | Buy |
+157,030
| New | +$13.2M | 4.29% | 9 |
|
|
2022
Q2 | – | Sell |
-169,634
| Closed | -$17M | – | 62 |
|
|
2022
Q1 | $17M | Buy |
+169,634
| New | +$16.9M | 4.73% | 7 |
|
|
2021
Q4 | – | Sell |
-135,642
| Closed | -$15.2M | – | 69 |
|
|
2021
Q3 | $15.2M | Sell |
135,642
-22
| -0% | -$2.53K | 4.46% | 11 |
|
|
2021
Q2 | $15.4M | Buy |
+135,664
| New | +$14.5M | 4.53% | 11 |
|
|
2021
Q1 | – | Sell |
-147,502
| Closed | -$15.1M | – | 71 |
|
|
2020
Q4 | $15.1M | Sell |
147,502
-5,256
| -3% | -$500K | 5.02% | 5 |
|
|
2020
Q3 | $13.7M | Sell |
152,758
-9,750
| -6% | -$823K | 4.96% | 6 |
|
|
2020
Q2 | $13M | Buy |
+162,508
| New | +$11.8M | 5.04% | 6 |
|
|
2020
Q1 | – | Sell |
-195,448
| Closed | -$14.9M | – | 63 |
|
|
2019
Q4 | $14.9M | Buy |
195,448
+1,608
| +0.8% | +$118K | 5.77% | 5 |
|
|
2019
Q3 | $13.7M | Sell |
193,840
-1,860
| -1% | -$134K | 5.7% | 5 |
|
|
2019
Q2 | $14.1M | Buy |
195,700
+2,286
| +1% | +$159K | 6.01% | 5 |
|
|
2019
Q1 | $13.3M | Buy |
+193,414
| New | +$12.4M | 6.02% | 5 |
|
|
2018
Q4 | – | Sell |
-180,092
| Closed | -$12M | – | 63 |
|
|
2018
Q3 | $12M | Buy |
180,092
+2,024
| +1% | +$135K | 5.54% | 8 |
|
|
2018
Q2 | $11.3M | Buy |
178,068
+4,890
| +3% | +$308K | 5.54% | 7 |
|
|
2018
Q1 | $10.6M | Buy |
173,178
+69,082
| +66% | +$4.31M | 5.47% | 7 |
|
|
2017
Q4 | $6.68M | Buy |
104,096
+3,524
| +4% | +$207K | 3.35% | 11 |
|
|
2017
Q3 | $5.69M | Buy |
100,572
+2,050
| +2% | +$112K | 3.41% | 12 |
|
|
2017
Q2 | $5.32M | Buy |
+98,522
| New | +$5.24M | 3.58% | 11 |
|
Other funds holding IWP
FCAS
CCWM
GenWealth Group's IWP Position: Q2 2026 in Review
GenWealth Group opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 208,254 shares worth $30.5M. The stake represents 4.75% of the portfolio and ranks #7 among its holdings. This is a return to the name: GenWealth Group previously reported a position in IWP as recently as Q4 2025.
GenWealth Group first reported a position in IWP in Q2 2017 and has held it in 29 quarters since. 1,212 funds tracked by Wall St. Rank hold IWP as of Q2 2026.
- GenWealth Group held 208,254 shares of iShares Russell Mid-Cap Growth ETF worth $30.5M as of Q2 2026.
- iShares Russell Mid-Cap Growth ETF was a new GenWealth Group position in Q2 2026.
- iShares Russell Mid-Cap Growth ETF made up 4.75% of GenWealth Group's portfolio in Q2 2026, its #7 holding.
- GenWealth Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2017 and has held it in 29 quarters since.
- 1,212 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.
Based on GenWealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.