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Independent Financial Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Independent Financial Group’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 		$2.8M Buy
19,143
+5,587
+41% +$770K 0.05% 358
2026
Q1 		$1.74M Buy
13,556
+5
+0% +$677 0.04% 430
2025
Q4 		$1.86M Sell
13,551
-836
-6% -$117K 0.04% 413
2025
Q3 		$2.05M Sell
14,387
-352
-2% -$49.7K 0.05% 377
2025
Q2 		$2.04M Buy
14,739
+839
+6% +$106K 0.06% 332
2025
Q1 		$1.63M Buy
13,900
+336
+2% +$43.2K 0.06% 341
2024
Q4 		$1.72M Buy
13,564
+2,637
+24% +$335K 0.06% 328
2024
Q3 		$1.28M Buy
10,927
+618
+6% +$69.1K 0.05% 372
2024
Q2 		$1.14M Buy
10,309
+2,603
+34% +$286K 0.05% 373
2024
Q1 		$880K Sell
7,706
-86
-1% -$9.3K 0.04% 410
2023
Q4 		$814K Sell
7,792
-251
-3% -$23.8K 0.04% 416
2023
Q3 		$735K Sell
8,043
-222
-3% -$21.2K 0.05% 399
2023
Q2 		$799K Sell
8,265
-1,185
-13% -$108K 0.06% 366
2023
Q1 		$860K Buy
9,450
+183
+2% +$16.3K 0.07% 316
2022
Q4 		$775K Sell
9,267
-53
-0.6% -$4.46K 0.07% 314
2022
Q3 		$731K Sell
9,320
-212
-2% -$18.2K 0.07% 301
2022
Q2 		$755K Sell
9,532
-185
-2% -$16.1K 0.08% 284
2022
Q1 		$977K Buy
9,717
+556
+6% +$55.4K 0.08% 263
2021
Q4 		$1.06M Buy
9,161
+306
+3% +$35.7K 0.09% 238
2021
Q3 		$992K Buy
8,855
+1,327
+18% +$153K 0.1% 217
2021
Q2 		$852K Buy
7,528
+1,316
+21% +$141K 0.09% 251
2021
Q1 		$634K Buy
6,212
+620
+11% +$64.8K 0.08% 266
2020
Q4 		$574K Buy
5,592
+1,512
+37% +$144K 0.08% 276
2020
Q3 		$353K Buy
4,080
+46
+1% +$3.88K 0.07% 315
2020
Q2 		$319K Buy
4,034
+310
+8% +$22.5K 0.07% 305
2020
Q1 		$226K Buy
+3,724
New +$271K 0.07% 303

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

Independent Financial Group's IWP Position: Q2 2026 in Review

Independent Financial Group increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 41% in Q2 2026, buying an estimated $770K and bringing the position to 19,143 shares worth $2.8M. The position accounts for 0.05% of the portfolio, ranked #358.

Independent Financial Group first reported a position in IWP in Q1 2020 and has held it in 26 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Independent Financial Group held 19,143 shares of iShares Russell Mid-Cap Growth ETF worth $2.8M as of Q2 2026.
  • Independent Financial Group bought 5,587 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $770K.
  • iShares Russell Mid-Cap Growth ETF made up 0.05% of Independent Financial Group's portfolio in Q2 2026, its #358 holding.
  • Independent Financial Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.