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

IRON Financial’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	$447K	Sell	3,053 -61	-2%	-$8.41K	0.18%	77
2026 Q1	$399K	Sell	3,114 -74	-2%	-$10K	0.17%	78
2025 Q4	$437K	Sell	3,188 -95	-3%	-$13.3K	0.2%	77
2025 Q3	$468K	Sell	3,283 -93	-3%	-$13.1K	0.22%	74
2025 Q2	$468K	Sell	3,376 -133	-4%	-$16.8K	0.24%	71
2025 Q1	$412K	Sell	3,509 -152	-4%	-$19.5K	0.23%	64
2024 Q4	$464K	Sell	3,661 -96	-3%	-$12.2K	0.26%	58
2024 Q3	$441K	Sell	3,757 -136	-3%	-$15.2K	0.24%	64
2024 Q2	$430K	Sell	3,893 -303	-7%	-$33.3K	0.24%	66
2024 Q1	$479K	Sell	4,196 -131	-3%	-$14.2K	0.27%	61
2023 Q4	$452K	Sell	4,327 -131	-3%	-$12.4K	0.26%	60
2023 Q3	$407K	Hold	4,458	–	–	0.24%	63
2023 Q2	$431K	Hold	4,458	–	–	0.23%	59
2023 Q1	$406K	Hold	4,458	–	–	0.22%	61
2022 Q4	$373K	Hold	4,458	–	–	0.21%	65
2022 Q3	$350K	Sell	4,458 -48	-1%	-$4.13K	0.19%	69
2022 Q2	$357K	Sell	4,506 -133	-3%	-$11.6K	0.19%	72
2022 Q1	$466K	Hold	4,639	–	–	0.21%	63
2021 Q4	$535K	Sell	4,639 -3	-0.1%	-$350	0.24%	52
2021 Q3	$520K	Hold	4,642	–	–	0.25%	48
2021 Q2	$525K	Hold	4,642	–	–	0.25%	53
2021 Q1	$474K	Sell	4,642 -148	-3%	-$15.5K	0.25%	41
2020 Q4	$492K	Hold	4,790	–	–	0.25%	41
2020 Q3	$414K	Hold	4,790	–	–	0.23%	47
2020 Q2	$379K	Hold	4,790	–	–	0.2%	68
2020 Q1	$291K	Sell	4,790 -150	-3%	-$10.9K	0.18%	74
2019 Q4	$377K	Sell	4,940 -266	-5%	-$19.5K	0.18%	80
2019 Q3	$368K	Hold	5,206	–	–	0.27%	70
2019 Q2	$353K	Buy	5,206 +1,756	+51%	+$122K	0.33%	63
2019 Q1	$234K	Buy	+3,450	New	+$221K	0.15%	84

Other funds holding IWP

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

ZBNA

Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

IRON Financial's IWP Position: Q2 2026 in Review

IRON Financial reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2% in Q2 2026, selling an estimated $8.41K and leaving 3,053 shares worth $447K. The position accounts for 0.18% of the portfolio, ranked #77.

IRON Financial first reported a position in IWP in Q1 2019 and has held it in 30 quarters since. The position peaked at $535K in Q4 2021. 591 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

IRON Financial held 3,053 shares of iShares Russell Mid-Cap Growth ETF worth $447K as of Q2 2026.
IRON Financial sold 61 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $8.41K.
iShares Russell Mid-Cap Growth ETF made up 0.18% of IRON Financial's portfolio in Q2 2026, its #77 holding.
IRON Financial first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2019 and has held it in 30 quarters since.
IRON Financial's iShares Russell Mid-Cap Growth ETF position peaked at $535K in Q4 2021.
591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.