Glass Jacobson Investment Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Glass Jacobson Investment Advisors’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	$1.56M	Sell	10,660 -25	-0.2%	-$3.45K	0.49%	70
2026 Q1	$1.37M	Hold	10,685	–	–	0.47%	73
2025 Q4	$1.46M	Sell	10,685 -299	-3%	-$41.8K	0.53%	65
2025 Q3	$1.56M	Sell	10,984 -1	-0%	-$141	0.57%	62
2025 Q2	$1.52M	Sell	10,985 -508	-4%	-$64.3K	0.59%	61
2025 Q1	$1.46M	Hold	11,493	–	–	0.48%	67
2024 Q4	$1.46M	Sell	11,493 -1,190	-9%	-$151K	0.48%	67
2024 Q3	$1.49M	Sell	12,683 -24	-0.2%	-$2.68K	0.49%	64
2024 Q2	$1.4M	Buy	12,707 +1	+0%	+$110	0.51%	63
2024 Q1	$1.45M	Buy	12,706 +789	+7%	+$85.4K	0.54%	59
2023 Q4	$1.24M	Buy	11,917 +172	+1%	+$16.3K	0.51%	62
2023 Q3	$1.07M	Sell	11,745 -85	-0.7%	-$8.13K	0.49%	66
2023 Q2	$1.14M	Buy	+11,830	New	+$1.08M	0.52%	57
2022 Q4	$1.05M	Buy	+12,598	New	+$1.06M	0.52%	54

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

Glass Jacobson Investment Advisors's IWP Position: Q2 2026 in Review

Glass Jacobson Investment Advisors reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.23% in Q2 2026, selling an estimated $3.45K and leaving 10,660 shares worth $1.56M. The position accounts for 0.49% of the portfolio, ranked #70.

Glass Jacobson Investment Advisors first reported a position in IWP in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.56M in Q3 2025. 912 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Glass Jacobson Investment Advisors held 10,660 shares of iShares Russell Mid-Cap Growth ETF worth $1.56M as of Q2 2026.
Glass Jacobson Investment Advisors sold 25 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $3.45K.
iShares Russell Mid-Cap Growth ETF made up 0.49% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #70 holding.
Glass Jacobson Investment Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
Glass Jacobson Investment Advisors's iShares Russell Mid-Cap Growth ETF position peaked at $1.56M in Q3 2025.
912 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.