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

HB 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	$1.55M	Buy	10,595 +823	+8%	+$113K	0.01%	557
2026 Q1	$1.25M	Sell	9,772 -7	-0.1%	-$947	0.01%	579
2025 Q4	$1.34M	Buy	9,779 +580	+6%	+$81.1K	0.01%	533
2025 Q3	$1.31M	Buy	9,199 +945	+11%	+$134K	0.01%	539
2025 Q2	$1.14M	Buy	8,254 +437	+6%	+$55.3K	0.01%	496
2025 Q1	$918K	Buy	7,817 +1,968	+34%	+$253K	0.01%	565
2024 Q4	$741K	Buy	5,849 +77	+1%	+$9.79K	0.01%	492
2024 Q3	$677K	Hold	5,772	–	–	0.01%	485
2024 Q2	$637K	Buy	5,772 +50	+0.9%	+$5.49K	0.01%	471
2024 Q1	$653K	Buy	5,722 +3,388	+145%	+$367K	0.01%	430
2023 Q4	$244K	Buy	2,334 +19	+0.8%	+$1.8K	﹤0.01%	681
2023 Q3	$211K	Buy	2,315 +2	+0.1%	+$191	﹤0.01%	694
2023 Q2	$224K	Sell	2,313 -300	-11%	-$27.3K	﹤0.01%	639
2023 Q1	$238K	Buy	+2,613	New	+$233K	﹤0.01%	616
2022 Q4	–	Sell	-2,573	Closed	-$202K	–	702
2022 Q3	$202K	Sell	2,573 -367	-12%	-$31.6K	﹤0.01%	549
2022 Q2	$233K	Hold	2,940	–	–	﹤0.01%	506
2022 Q1	$295K	Sell	2,940 -1,116	-28%	-$111K	0.01%	460
2021 Q4	$467K	Buy	+4,056	New	+$473K	0.01%	320

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

HB Wealth Management's IWP Position: Q2 2026 in Review

HB Wealth Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 8.4% in Q2 2026, buying an estimated $113K and bringing the position to 10,595 shares worth $1.55M. The position accounts for 0.01% of the portfolio, ranked #557.

HB Wealth Management first reported a position in IWP in Q4 2021 and has held it in 18 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

HB Wealth Management held 10,595 shares of iShares Russell Mid-Cap Growth ETF worth $1.55M as of Q2 2026.
HB Wealth Management bought 823 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $113K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #557 holding.
HB Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.