HFS
IWP icon

Hughes Financial Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Hughes Financial Services’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 		$29.6K Hold
202
– – ﹤0.01% 230
2026
Q1 		$25.9K Hold
202
– – ﹤0.01% 223
2025
Q4 		$27.7K Hold
202
– – ﹤0.01% 199
2025
Q3 		$28.5K Hold
202
– – ﹤0.01% 195
2025
Q2 		$28.5K Hold
202
– – ﹤0.01% 195
2025
Q1 		$23.9K Buy
+202
New +$26K ﹤0.01% 216

Other funds holding IWP

Envestnet Portfolio Solutions
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
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
GG
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
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Hughes Financial Services's IWP Position: Q2 2026 in Review

Hughes Financial Services held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 202 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #230.

Hughes Financial Services first reported a position in IWP in Q1 2025 and has held it in 6 quarters since. 378 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Hughes Financial Services held 202 shares of iShares Russell Mid-Cap Growth ETF worth $29.6K as of Q2 2026.
  • Hughes Financial Services 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 Hughes Financial Services's portfolio in Q2 2026, its #230 holding.
  • Hughes Financial Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 378 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.