IFPG
IWP icon

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

Intrepid Financial Planning 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 		$3.33M Sell
22,766
-260
-1% -$35.8K 1.13% 24
2026
Q1 		$2.95M Sell
23,026
-819
-3% -$111K 1.19% 21
2025
Q4 		$3.27M Buy
23,845
+35
+0.1% +$4.89K 1.24% 21
2025
Q3 		$3.39M Buy
23,810
+400
+2% +$56.5K 1.29% 21
2025
Q2 		$3.25M Sell
23,410
-120
-0.5% -$15.2K 1.36% 19
2025
Q1 		$2.76M Sell
23,530
-474
-2% -$60.9K 1.28% 19
2024
Q4 		$3.04M Sell
24,004
-1,638
-6% -$208K 1.29% 20
2024
Q3 		$3.01M Sell
25,642
-75
-0.3% -$8.39K 1.29% 18
2024
Q2 		$2.84M Hold
25,717
– – 1.22% 21
2024
Q1 		$2.94M Buy
25,717
+134
+0.5% +$14.5K 1.27% 20
2023
Q4 		$2.67M Sell
25,583
-331
-1% -$31.4K 1.28% 20
2023
Q3 		$2.37M Sell
25,914
-1,388
-5% -$133K 1.23% 21
2023
Q2 		$2.64M Sell
27,302
-42
-0.2% -$3.83K 1.27% 20
2023
Q1 		$2.49M Sell
27,344
-855
-3% -$76.3K 1.26% 21
2022
Q4 		$2.36M Sell
28,199
-1,109
-4% -$93.3K 1.28% 21
2022
Q3 		$2.3M Sell
29,308
-370
-1% -$31.8K 1.31% 23
2022
Q2 		$2.35M Buy
+29,678
New +$2.58M 1.29% 23

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

Intrepid Financial Planning Group's IWP Position: Q2 2026 in Review

Intrepid Financial Planning Group reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.1% in Q2 2026, selling an estimated $35.8K and leaving 22,766 shares worth $3.33M. The position accounts for 1.13% of the portfolio, ranked #24.

Intrepid Financial Planning Group first reported a position in IWP in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.39M in Q3 2025. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Intrepid Financial Planning Group held 22,766 shares of iShares Russell Mid-Cap Growth ETF worth $3.33M as of Q2 2026.
  • Intrepid Financial Planning Group sold 260 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $35.8K.
  • iShares Russell Mid-Cap Growth ETF made up 1.13% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #24 holding.
  • Intrepid Financial Planning Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • Intrepid Financial Planning Group's iShares Russell Mid-Cap Growth ETF position peaked at $3.39M in Q3 2025.
  • 1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.