Grant Private Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Grant Private 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	$411K	Buy	2,807 +3	+0.1%	+$414	0.17%	108
2026 Q1	$359K	Sell	2,804 -50	-2%	-$6.77K	0.19%	107
2025 Q4	$391K	Hold	2,854	–	–	0.24%	89
2025 Q3	$406K	Buy	+2,854	New	+$403K	0.25%	84
2025 Q2	–	Sell	-2,954	Closed	-$347K	–	105
2025 Q1	$347K	Hold	2,954	–	–	0.37%	79
2024 Q4	$374K	Buy	+2,954	New	+$376K	0.4%	63

Other funds holding IWP

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Grant Private Wealth Management's IWP Position: Q2 2026 in Review

Grant Private Wealth Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.11% in Q2 2026, buying an estimated $414 and bringing the position to 2,807 shares worth $411K. The position accounts for 0.17% of the portfolio, ranked #108.

Grant Private Wealth Management first reported a position in IWP in Q4 2024 and has held it in 6 quarters since. 229 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Grant Private Wealth Management held 2,807 shares of iShares Russell Mid-Cap Growth ETF worth $411K as of Q2 2026.
Grant Private Wealth Management bought 3 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $414.
iShares Russell Mid-Cap Growth ETF made up 0.17% of Grant Private Wealth Management's portfolio in Q2 2026, its #108 holding.
Grant Private Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
229 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.