Granite Bay Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Granite Bay Wealth 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	$492K	Buy	+3,356	New	+$463K	0.05%	117
2026 Q1	–	Sell	-1,500	Closed	-$205K	–	100
2025 Q4	$205K	Hold	1,500	–	–	0.05%	89
2025 Q3	$214K	Hold	1,500	–	–	0.06%	78
2025 Q2	$208K	Buy	+1,500	New	+$190K	0.07%	68

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

Granite Bay Wealth Management's IWP Position: Q2 2026 in Review

Granite Bay Wealth Management opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 3,356 shares worth $492K. The stake represents 0.05% of the portfolio and ranks #117 among its holdings. This is a return to the name: Granite Bay Wealth Management previously reported a position in IWP as recently as Q4 2025.

Granite Bay Wealth Management first reported a position in IWP in Q2 2025 and has held it in 4 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Granite Bay Wealth Management held 3,356 shares of iShares Russell Mid-Cap Growth ETF worth $492K as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new Granite Bay Wealth Management position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.05% of Granite Bay Wealth Management's portfolio in Q2 2026, its #117 holding.
Granite Bay Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Granite Bay Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.