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

HighMark 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	$28K	Hold	191	–	–	0.01%	222
2026 Q1	$24.5K	Buy	191 +15	+9%	+$2.03K	0.01%	214
2025 Q4	$24.1K	Buy	176 +30	+21%	+$4.19K	0.01%	227
2025 Q3	$20.7K	Buy	146 +5	+4%	+$707	0.01%	231
2025 Q2	$19.5K	Sell	141 -341	-71%	-$43.1K	0.01%	227
2025 Q1	$56.6K	Buy	482 +13	+3%	+$1.67K	0.03%	121
2024 Q4	$59.5K	Buy	469 +70	+18%	+$8.9K	0.03%	112
2024 Q3	$46.8K	Buy	399 +371	+1,325%	+$41.5K	0.03%	145
2024 Q2	$3.1K	Hold	28	–	–	﹤0.01%	434
2024 Q1	$3.21K	Buy	28 +3	+12%	+$325	﹤0.01%	416
2023 Q4	$2.62K	Hold	25	–	–	﹤0.01%	442
2023 Q3	$2.28K	Buy	+25	New	+$2.39K	﹤0.01%	442

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

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

HighMark Wealth Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 191 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #222.

HighMark Wealth Management first reported a position in IWP in Q3 2023 and has held it in 12 quarters since. The position peaked at $59.5K in Q4 2024. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

HighMark Wealth Management held 191 shares of iShares Russell Mid-Cap Growth ETF worth $28K as of Q2 2026.
HighMark Wealth Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #222 holding.
HighMark Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
HighMark Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $59.5K in Q4 2024.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.