Harfst & Associates’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Harfst & Associates’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	$216K	Buy	+1,475	New	+$203K	0.03%	121
2026 Q1	–	Sell	-1,475	Closed	-$202K	–	124
2025 Q4	$202K	Hold	1,475	–	–	0.04%	111
2025 Q3	$210K	Hold	1,475	–	–	0.04%	107
2025 Q2	$205K	Buy	+1,475	New	+$187K	0.04%	98
2022 Q1	–	Sell	-1,978	Closed	-$227K	–	122
2021 Q4	$227K	Hold	1,978	–	–	0.06%	114
2021 Q3	$221K	Hold	1,978	–	–	0.06%	118
2021 Q2	$223K	Hold	1,978	–	–	0.06%	122
2021 Q1	$201K	Hold	1,978	–	–	0.06%	138
2020 Q4	$203K	Buy	+1,978	New	+$188K	0.07%	109
2017 Q3	–	Sell	-1,978	Closed	-$106K	–	145
2017 Q2	$106K	Hold	1,978	–	–	0.04%	127
2017 Q1	$102K	Buy	+1,978	New	+$101K	0.04%	119
2016 Q1	–	Sell	-3,238	Closed	-$148K	–	150
2015 Q4	$148K	Hold	3,238	–	–	0.06%	110
2015 Q3	$143K	Hold	3,238	–	–	0.06%	111
2015 Q2	$157K	Buy	+3,238	New	+$160K	0.09%	93

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

Harfst & Associates's IWP Position: Q2 2026 in Review

Harfst & Associates opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 1,475 shares worth $216K. The stake represents 0.03% of the portfolio and ranks #121 among its holdings. This is a return to the name: Harfst & Associates previously reported a position in IWP as recently as Q4 2025.

Harfst & Associates first reported a position in IWP in Q2 2015 and has held it in 14 quarters since. The position peaked at $227K in Q4 2021. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Harfst & Associates held 1,475 shares of iShares Russell Mid-Cap Growth ETF worth $216K as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new Harfst & Associates position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.03% of Harfst & Associates's portfolio in Q2 2026, its #121 holding.
Harfst & Associates first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2015 and has held it in 14 quarters since.
Harfst & Associates's iShares Russell Mid-Cap Growth ETF position peaked at $227K in Q4 2021.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Harfst & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.