GeoWealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

GeoWealth Management’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	$360K	Sell	2,461 -295	-11%	-$40.7K	0.01%	596
2026 Q1	$353K	Buy	2,756 +81	+3%	+$11K	0.01%	557
2025 Q4	$366K	Buy	2,675 +156	+6%	+$21.8K	0.01%	512
2025 Q3	$359K	Buy	2,519 +261	+12%	+$36.9K	0.01%	529
2025 Q2	$313K	Sell	2,258 -120	-5%	-$15.2K	0.01%	534
2025 Q1	$279K	Buy	2,378 +22	+0.9%	+$2.83K	0.01%	572
2024 Q4	$299K	Buy	2,356 +2,338	+12,989%	+$297K	0.01%	626
2024 Q3	$2.11K	Buy	+18	New	+$2.01K	﹤0.01%	1554
2023 Q4	–	Sell	-190	Closed	-$17K	–	703
2023 Q3	$17K	Sell	190 -834	-81%	-$79.7K	﹤0.01%	439
2023 Q2	$99K	Buy	+1,024	New	+$93.3K	0.01%	290
2019 Q4	–	Sell	-2,936	Closed	-$208K	–	147
2019 Q3	$208K	Buy	+2,936	New	+$211K	0.05%	200

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

GeoWealth Management's IWP Position: Q2 2026 in Review

GeoWealth Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 11% in Q2 2026, selling an estimated $40.7K and leaving 2,461 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #596.

GeoWealth Management first reported a position in IWP in Q3 2019 and has held it in 11 quarters since. The position peaked at $366K in Q4 2025. 1,221 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

GeoWealth Management held 2,461 shares of iShares Russell Mid-Cap Growth ETF worth $360K as of Q2 2026.
GeoWealth Management sold 295 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $40.7K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #596 holding.
GeoWealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2019 and has held it in 11 quarters since.
GeoWealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $366K in Q4 2025.
1,221 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.