Grimes & Company’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Grimes & Company’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	$574K	Buy	3,918 +4	+0.1%	+$551	0.01%	296
2026 Q1	$501K	Buy	3,914 +2	+0.1%	+$271	0.01%	304
2025 Q4	$536K	Buy	3,912 +4	+0.1%	+$559	0.01%	303
2025 Q3	$556K	Buy	3,908 +921	+31%	+$130K	0.01%	301
2025 Q2	$414K	Buy	2,987 +3	+0.1%	+$380	0.01%	294
2025 Q1	$351K	Buy	2,984 +2	+0.1%	+$257	0.01%	274
2024 Q4	$378K	Buy	2,982 +3	+0.1%	+$381	0.01%	285
2024 Q3	$349K	Sell	2,979 -40	-1%	-$4.47K	0.01%	270
2024 Q2	$333K	Buy	3,019 +3	+0.1%	+$330	0.01%	262
2024 Q1	$344K	Sell	3,016 -170	-5%	-$18.4K	0.01%	257
2023 Q4	$333K	Buy	3,186 +216	+7%	+$20.5K	0.01%	255
2023 Q3	$271K	Sell	2,970 -48	-2%	-$4.59K	0.01%	249
2023 Q2	$292K	Buy	3,018 +59	+2%	+$5.38K	0.01%	246
2023 Q1	$269K	Buy	+2,959	New	+$264K	0.01%	248

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

Grimes & Company's IWP Position: Q2 2026 in Review

Grimes & Company increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.1% in Q2 2026, buying an estimated $551 and bringing the position to 3,918 shares worth $574K. The position accounts for 0.01% of the portfolio, ranked #296.

Grimes & Company first reported a position in IWP in Q1 2023 and has held it in 14 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Grimes & Company held 3,918 shares of iShares Russell Mid-Cap Growth ETF worth $574K as of Q2 2026.
Grimes & Company bought 4 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $551.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Grimes & Company's portfolio in Q2 2026, its #296 holding.
Grimes & Company first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.