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

Institute for 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	$246K	Hold	1,679	–	–	0.02%	467
2026 Q1	$215K	Hold	1,679	–	–	0.02%	512
2025 Q4	$230K	Sell	1,679 -1,075	-39%	-$150K	0.02%	504
2025 Q3	$392K	Buy	2,754 +1,075	+64%	+$152K	0.04%	384
2025 Q2	$233K	Buy	+1,679	New	+$212K	0.03%	503
2025 Q1	–	Sell	-1,679	Closed	-$213K	–	541
2024 Q4	$213K	Buy	+1,679	New	+$213K	0.03%	474
2020 Q1	–	Sell	-680	Closed	-$52K	–	542
2019 Q4	$52K	Buy	+680	New	+$49.9K	0.01%	513

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

Institute for Wealth Management's IWP Position: Q2 2026 in Review

Institute for Wealth Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 1,679 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #467.

Institute for Wealth Management first reported a position in IWP in Q4 2019 and has held it in 7 quarters since. The position peaked at $392K in Q3 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Institute for Wealth Management held 1,679 shares of iShares Russell Mid-Cap Growth ETF worth $246K as of Q2 2026.
Institute for Wealth Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #467 holding.
Institute for Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2019 and has held it in 7 quarters since.
Institute for Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $392K in Q3 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.