Jacobs Equity’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Jacobs Equity’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	$1.11M	Sell	7,603 -325	-4%	-$44.8K	0.77%	35
2026 Q1	$1.1M	Buy	7,928 +215	+3%	+$29.1K	0.99%	29
2025 Q4	$1.06M	Buy	+7,713	New	+$1.08M	1.02%	28

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

Jacobs Equity's IWP Position: Q2 2026 in Review

Jacobs Equity reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 4.1% in Q2 2026, selling an estimated $44.8K and leaving 7,603 shares worth $1.11M. The position accounts for 0.77% of the portfolio, ranked #35.

Jacobs Equity first reported a position in IWP in Q4 2025 and has held it in 3 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Jacobs Equity held 7,603 shares of iShares Russell Mid-Cap Growth ETF worth $1.11M as of Q2 2026.
Jacobs Equity sold 325 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $44.8K.
iShares Russell Mid-Cap Growth ETF made up 0.77% of Jacobs Equity's portfolio in Q2 2026, its #35 holding.
Jacobs Equity first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Jacobs Equity's 13F filing for Q2 2026, filed 17 Aug 2026.