Investment Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Investment Partners’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	$6.48M	Buy	44,284 +1,192	+3%	+$164K	2.03%	13
2026 Q1	$5.52M	Sell	43,092 -148	-0.3%	-$20K	1.96%	12
2025 Q4	$5.92M	Buy	43,240 +1,844	+4%	+$258K	2.07%	13
2025 Q3	$5.9M	Buy	41,396 +981	+2%	+$139K	2.08%	11
2025 Q2	$5.6M	Buy	40,415 +2,371	+6%	+$300K	2.12%	11
2025 Q1	$4.47M	Sell	38,044 -990	-3%	-$127K	1.85%	16
2024 Q4	$4.95M	Buy	39,034 +969	+3%	+$123K	2.04%	11
2024 Q3	$4.46M	Sell	38,065 -2,434	-6%	-$272K	1.86%	14
2024 Q2	$4.47M	Sell	40,499 -1,222	-3%	-$134K	2.01%	11
2024 Q1	$4.76M	Buy	41,721 +121	+0.3%	+$13.1K	2.16%	10
2023 Q4	$4.35M	Sell	41,600 -774	-2%	-$73.4K	2.14%	9
2023 Q3	$3.87M	Buy	42,374 +100	+0.2%	+$9.56K	2.04%	9
2023 Q2	$4.08M	Sell	42,274 -84	-0.2%	-$7.66K	2.13%	10
2023 Q1	$3.86M	Buy	42,358 +170	+0.4%	+$15.2K	2.02%	10
2022 Q4	$3.53M	Sell	42,188 -3,627	-8%	-$305K	1.86%	12
2022 Q3	$3.59M	Buy	45,815 +4,071	+10%	+$350K	1.07%	19
2022 Q2	$3.31M	Buy	41,744 +5,743	+16%	+$500K	1.62%	13
2022 Q1	$3.62M	Buy	36,001 +2,813	+8%	+$280K	1.53%	17
2021 Q4	$3.82M	Buy	33,188 +1,006	+3%	+$117K	1.56%	15
2021 Q3	$3.61M	Buy	32,182 +570	+2%	+$65.6K	1.64%	15
2021 Q2	$3.58M	Buy	31,612 +3,401	+12%	+$363K	1.63%	15
2021 Q1	$2.88M	Sell	28,211 -529	-2%	-$55.3K	1.4%	19
2020 Q4	$2.95M	Buy	28,740 +464	+2%	+$44.2K	1.57%	15
2020 Q3	$2.44M	Sell	28,276 -478	-2%	-$40.3K	1.46%	17
2020 Q2	$2.27M	Buy	28,754 +442	+2%	+$32.1K	1.34%	19
2020 Q1	$1.72M	Buy	28,312 +872	+3%	+$63.5K	1.24%	23
2019 Q4	$2.09M	Sell	27,440 -288	-1%	-$21.1K	1.41%	19
2019 Q3	$1.96M	Sell	27,728 -464	-2%	-$33.3K	1.43%	18
2019 Q2	$2.01M	Sell	28,192 -1,894	-6%	-$132K	1.44%	19
2019 Q1	$2.04M	Buy	30,086 +2,538	+9%	+$163K	1.48%	19
2018 Q4	$1.57M	Sell	27,548 -394	-1%	-$24K	1.32%	20
2018 Q3	$1.26M	Buy	27,942 +292	+1%	+$19.4K	0.7%	37
2018 Q2	$1.75M	Buy	27,650 +996	+4%	+$62.7K	1.3%	23
2018 Q1	$1.64M	Buy	26,654 +2,338	+10%	+$146K	1.22%	25
2017 Q4	$1.47M	Sell	24,316 -258	-1%	-$15.2K	1.09%	32
2017 Q3	$1.39M	Buy	24,574 +364	+2%	+$20K	1.19%	30
2017 Q2	$1.31M	Buy	24,210 +1,124	+5%	+$59.8K	1.19%	31
2017 Q1	$1.2M	Buy	23,086 +894	+4%	+$45.6K	1.15%	32
2016 Q4	$1.08M	Sell	22,192 -228	-1%	-$11K	1.06%	36
2016 Q3	$1.09M	Buy	22,420 +3,574	+19%	+$173K	0.62%	53
2016 Q2	$882K	Buy	18,846 +2,190	+13%	+$101K	0.88%	46
2016 Q1	$766K	Buy	16,656 +872	+6%	+$37.7K	0.5%	64
2015 Q4	$725K	Sell	15,784 -54	-0.3%	-$2.51K	0.87%	48
2015 Q3	$701K	Buy	15,838 +1,138	+8%	+$54K	0.92%	47
2015 Q2	$711K	Buy	14,700 +462	+3%	+$22.8K	0.86%	52
2015 Q1	$697K	Buy	14,238 +594	+4%	+$28.4K	0.77%	53
2014 Q4	$635K	Buy	+13,644	New	+$617K	0.73%	52

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

Investment Partners's IWP Position: Q2 2026 in Review

Investment Partners increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.8% in Q2 2026, buying an estimated $164K and bringing the position to 44,284 shares worth $6.48M. The position accounts for 2.03% of the portfolio, ranked #13.

Investment Partners first reported a position in IWP in Q4 2014 and has held it in 47 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Investment Partners held 44,284 shares of iShares Russell Mid-Cap Growth ETF worth $6.48M as of Q2 2026.
Investment Partners bought 1,192 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $164K.
iShares Russell Mid-Cap Growth ETF made up 2.03% of Investment Partners's portfolio in Q2 2026, its #13 holding.
Investment Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2014 and has held it in 47 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.