Gleason Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Gleason Group’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	$92.1K	Hold	629	–	–	0.01%	105
2026 Q1	$80.5K	Buy	629 +1	+0.2%	+$135	0.01%	106
2025 Q4	$86K	Hold	628	–	–	0.01%	100
2025 Q3	$89.4K	Buy	628 +1	+0.2%	+$141	0.01%	90
2025 Q2	$87K	Hold	627	–	–	0.01%	91
2025 Q1	$73.6K	Buy	627 +1	+0.2%	+$129	0.01%	96
2024 Q4	$79.3K	Buy	626 +1	+0.2%	+$127	0.01%	96
2024 Q3	$73.4K	Hold	625	–	–	0.01%	102
2024 Q2	$68.9K	Buy	625 +1	+0.2%	+$110	0.01%	104
2024 Q1	$71.2K	Buy	624 +1	+0.2%	+$108	0.01%	104
2023 Q4	$65.1K	Buy	623 +2	+0.3%	+$190	0.02%	105
2023 Q3	$56.7K	Hold	621	–	–	0.01%	113
2023 Q2	$60K	Hold	621	–	–	0.02%	113
2023 Q1	$56.5K	Buy	621 +1	+0.2%	+$89	0.02%	108
2022 Q4	$51.8K	Buy	620 +3	+0.5%	+$252	0.02%	107
2022 Q3	$48K	Sell	617 -13	-2%	-$1.12K	0.02%	112
2022 Q2	$50K	Buy	630 +15	+2%	+$1.31K	0.02%	112
2022 Q1	$62K	Buy	615 +1	+0.2%	+$100	0.02%	106
2021 Q4	$71K	Hold	614	–	–	0.02%	96
2021 Q3	$69K	Buy	614 +1	+0.2%	+$115	0.02%	97
2021 Q2	$69K	Hold	613	–	–	0.03%	95
2021 Q1	$63K	Buy	613 +1	+0.2%	+$105	0.02%	93
2020 Q4	$63K	Hold	612	–	–	0.03%	88
2020 Q3	$53K	Buy	612 +2	+0.3%	+$169	0.03%	90
2020 Q2	$48K	Hold	610	–	–	0.03%	90
2020 Q1	$37K	Hold	610	–	–	0.03%	92
2019 Q4	$47K	Buy	+610	New	+$44.7K	0.03%	102

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

Gleason Group's IWP Position: Q2 2026 in Review

Gleason Group held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 629 shares worth $92.1K. The position accounts for 0.01% of the portfolio, ranked #105.

Gleason Group first reported a position in IWP in Q4 2019 and has held it in 27 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Gleason Group held 629 shares of iShares Russell Mid-Cap Growth ETF worth $92.1K as of Q2 2026.
Gleason Group left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Gleason Group's portfolio in Q2 2026, its #105 holding.
Gleason Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.