Gerber Kawasaki Wealth & Investment Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Gerber Kawasaki Wealth & Investment 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	$229K	Buy	+1,567	New	+$216K	0.01%	338
2026 Q1	–	Sell	-1,567	Closed	-$215K	–	362
2025 Q4	$215K	Buy	1,567 +1	+0.1%	+$140	0.01%	317
2025 Q3	$223K	Buy	+1,566	New	+$221K	0.01%	302
2021 Q4	–	Sell	-1	Closed	-$1K	–	686
2021 Q3	$1K	Buy	+1	New	+$115	﹤0.01%	993

Other funds holding IWP

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PMFA

Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's IWP Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 1,567 shares worth $229K. The stake represents 0.01% of the portfolio and ranks #338 among its holdings. This is a return to the name: Gerber Kawasaki Wealth & Investment Management previously reported a position in IWP as recently as Q4 2025.

Gerber Kawasaki Wealth & Investment Management first reported a position in IWP in Q3 2021 and has held it in 4 quarters since. 961 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 1,567 shares of iShares Russell Mid-Cap Growth ETF worth $229K as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new Gerber Kawasaki Wealth & Investment Management position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #338 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2021 and has held it in 4 quarters since.
961 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.