Glassman Wealth Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Glassman Wealth Services’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	$109K	Buy	747 +253	+51%	+$34.9K	0.01%	103
2026 Q1	$63.3K	Hold	494	–	–	0.01%	111
2025 Q4	$67.6K	Hold	494	–	–	0.01%	114
2025 Q3	$70.4K	Hold	494	–	–	0.01%	105
2025 Q2	$68.5K	Sell	494 -22	-4%	-$2.78K	0.01%	104
2025 Q1	$60.6K	Buy	516 +22	+4%	+$2.83K	0.01%	105
2024 Q4	$62.6K	Hold	494	–	–	0.01%	101
2024 Q3	$57.9K	Hold	494	–	–	0.01%	104
2024 Q2	$54.5K	Hold	494	–	–	0.01%	112
2024 Q1	$56.4K	Hold	494	–	–	0.01%	111
2023 Q4	$51.6K	Hold	494	–	–	0.01%	440
2023 Q3	$45.1K	Hold	494	–	–	0.01%	450
2023 Q2	$47.7K	Hold	494	–	–	0.01%	419
2023 Q1	$45K	Hold	494	–	–	0.01%	434
2022 Q4	$41.3K	Hold	494	–	–	0.01%	468
2022 Q3	$39K	Hold	494	–	–	0.01%	441
2022 Q2	$39K	Hold	494	–	–	0.01%	448
2022 Q1	$50K	Hold	494	–	–	0.01%	400
2021 Q4	$57K	Hold	494	–	–	0.01%	340
2021 Q3	$55K	Sell	494 -10	-2%	-$1.15K	0.01%	341
2021 Q2	$57K	Hold	504	–	–	0.01%	321
2021 Q1	$51K	Hold	504	–	–	0.01%	319
2020 Q4	$52K	Hold	504	–	–	0.01%	333
2020 Q3	$44K	Hold	504	–	–	0.01%	319
2020 Q2	$40K	Hold	504	–	–	0.01%	278
2020 Q1	$31K	Hold	504	–	–	0.01%	287
2019 Q4	$38K	Buy	504 +494	+4,940%	+$36.2K	0.01%	291
2019 Q3	$1K	Hold	10	–	–	﹤0.01%	856
2019 Q2	$1K	Hold	10	–	–	﹤0.01%	868
2019 Q1	$1K	Hold	10	–	–	﹤0.01%	826
2018 Q4	$1K	Hold	10	–	–	﹤0.01%	644
2018 Q3	$1K	Hold	10	–	–	﹤0.01%	693
2018 Q2	$1K	Hold	10	–	–	﹤0.01%	671
2018 Q1	$1K	Sell	10 -20	-67%	-$1.25K	﹤0.01%	623
2017 Q4	$2K	Buy	+30	New	+$1.76K	﹤0.01%	500

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

Glassman Wealth Services's IWP Position: Q2 2026 in Review

Glassman Wealth Services increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 51% in Q2 2026, buying an estimated $34.9K and bringing the position to 747 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #103.

Glassman Wealth Services first reported a position in IWP in Q4 2017 and has held it in 35 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Glassman Wealth Services held 747 shares of iShares Russell Mid-Cap Growth ETF worth $109K as of Q2 2026.
Glassman Wealth Services bought 253 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $34.9K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Glassman Wealth Services's portfolio in Q2 2026, its #103 holding.
Glassman Wealth Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and has held it in 35 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.