Guidance Capital’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Guidance Capital’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	$316K	Hold	2,282	–	–	0.07%	201
2026 Q1	$314K	Buy	+2,282	New	+$309K	0.07%	201
2025 Q4	–	Sell	-5,227	Closed	-$753K	–	226
2025 Q3	$753K	Sell	5,227 -318	-6%	-$44.9K	0.2%	122
2025 Q2	$772K	Sell	5,545 -47	-0.8%	-$5.95K	0.22%	103
2025 Q1	$700K	Sell	5,592 -252	-4%	-$32.4K	0.21%	106
2024 Q4	$793K	Sell	5,844 -112	-2%	-$14.2K	0.24%	100
2024 Q3	$727K	Sell	5,956 -46	-0.8%	-$5.14K	0.23%	104
2024 Q2	$666K	Sell	6,002 -164	-3%	-$18K	0.22%	107
2024 Q1	$667K	Buy	+6,166	New	+$667K	0.25%	89

Other funds holding IWP

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 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

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

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

Guidance Capital's IWP Position: Q2 2026 in Review

Guidance Capital held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 2,282 shares worth $316K. The position accounts for 0.07% of the portfolio, ranked #201.

Guidance Capital first reported a position in IWP in Q1 2024 and has held it in 9 quarters since. The position peaked at $793K in Q4 2024. 295 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Guidance Capital held 2,282 shares of iShares Russell Mid-Cap Growth ETF worth $316K as of Q2 2026.
Guidance Capital left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.07% of Guidance Capital's portfolio in Q2 2026, its #201 holding.
Guidance Capital first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
Guidance Capital's iShares Russell Mid-Cap Growth ETF position peaked at $793K in Q4 2024.
295 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Guidance Capital's 13F filing for Q2 2026, filed 20 Jul 2026.