Jim Saulnier & Associates’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Jim Saulnier & Associates’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	$291K	Buy	1,985 +3	+0.2%	+$414	0.12%	128
2026 Q1	$254K	Sell	1,982 -65	-3%	-$8.8K	0.12%	120
2025 Q4	$280K	Sell	2,047 -1,256	-38%	-$176K	0.15%	116
2025 Q3	$470K	Buy	+3,303	New	+$467K	0.26%	80

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

Jim Saulnier & Associates's IWP Position: Q2 2026 in Review

Jim Saulnier & Associates increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.15% in Q2 2026, buying an estimated $414 and bringing the position to 1,985 shares worth $291K. The position accounts for 0.12% of the portfolio, ranked #128.

Jim Saulnier & Associates first reported a position in IWP in Q3 2025 and has held it in 4 quarters since. The position peaked at $470K in Q3 2025. 1,217 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Jim Saulnier & Associates held 1,985 shares of iShares Russell Mid-Cap Growth ETF worth $291K as of Q2 2026.
Jim Saulnier & Associates bought 3 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $414.
iShares Russell Mid-Cap Growth ETF made up 0.12% of Jim Saulnier & Associates's portfolio in Q2 2026, its #128 holding.
Jim Saulnier & Associates first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
Jim Saulnier & Associates's iShares Russell Mid-Cap Growth ETF position peaked at $470K in Q3 2025.
1,217 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.