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

Hofer & 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 		$4.76M Buy
32,498
+614
+2% +$84.6K 2.3% 18
2026
Q1 		$4.08M Buy
31,884
+748
+2% +$101K 2.2% 19
2025
Q4 		$4.26M Buy
31,136
+786
+3% +$110K 2.26% 18
2025
Q3 		$4.32M Buy
30,350
+165
+0.5% +$23.3K 2.47% 15
2025
Q2 		$4.19M Buy
30,185
+344
+1% +$43.5K 2.61% 15
2025
Q1 		$3.51M Buy
29,841
+465
+2% +$59.8K 2.38% 17
2024
Q4 		$3.72M Sell
29,376
-480
-2% -$61K 2.5% 13
2024
Q3 		$3.5M Buy
29,856
+73
+0.2% +$8.16K 2.42% 13
2024
Q2 		$3.29M Buy
29,783
+358
+1% +$39.3K 2.55% 14
2024
Q1 		$3.36M Buy
29,425
+773
+3% +$83.6K 2.83% 12
2023
Q4 		$2.99M Buy
28,652
+287
+1% +$27.2K 2.78% 13
2023
Q3 		$2.59M Buy
28,365
+218
+0.8% +$20.8K 2.66% 14
2023
Q2 		$2.72M Buy
28,147
+1,504
+6% +$137K 2.61% 15
2023
Q1 		$2.23M Sell
26,643
-108
-0.4% -$9.64K 2.23% 15
2022
Q4 		$2.24M Sell
26,751
-331
-1% -$27.9K 2.23% 15
2022
Q3 		$2.12M Sell
27,082
-414
-2% -$35.6K 2.28% 15
2022
Q2 		$2.18M Buy
27,496
+95
+0.3% +$8.27K 2.27% 17
2022
Q1 		$2.75M Buy
27,401
+1,350
+5% +$134K 2.42% 16
2021
Q4 		$3M Buy
+26,051
New +$3.04M 2.72% 12

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
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

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

Hofer & Associates increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.9% in Q2 2026, buying an estimated $84.6K and bringing the position to 32,498 shares worth $4.76M. The position accounts for 2.3% of the portfolio, ranked #18.

Hofer & Associates first reported a position in IWP in Q4 2021 and has held it in 19 quarters since. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Hofer & Associates held 32,498 shares of iShares Russell Mid-Cap Growth ETF worth $4.76M as of Q2 2026.
  • Hofer & Associates bought 614 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $84.6K.
  • iShares Russell Mid-Cap Growth ETF made up 2.3% of Hofer & Associates's portfolio in Q2 2026, its #18 holding.
  • Hofer & Associates first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Hofer & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.