GGM Financials’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

GGM Financials’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	$2.23K	Sell	15 -28	-65%	-$3.86K	﹤0.01%	256
2026 Q1	$5.51K	Buy	43 +14	+48%	+$1.89K	﹤0.01%	215
2025 Q4	$3.97K	Hold	29	–	–	﹤0.01%	215
2025 Q3	$4.13K	Buy	+29	New	+$4.1K	﹤0.01%	208

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

GGM Financials's IWP Position: Q2 2026 in Review

GGM Financials reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 65% in Q2 2026, selling an estimated $3.86K and leaving 15 shares worth $2.23K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

GGM Financials first reported a position in IWP in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.51K in Q1 2026. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

GGM Financials held 15 shares of iShares Russell Mid-Cap Growth ETF worth $2.23K as of Q2 2026.
GGM Financials sold 28 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $3.86K.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of GGM Financials's portfolio in Q2 2026, its #256 holding.
GGM Financials first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
GGM Financials's iShares Russell Mid-Cap Growth ETF position peaked at $5.51K in Q1 2026.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on GGM Financials's 13F filing for Q2 2026, filed 23 Jul 2026.