Joel Isaacson & Co’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Joel Isaacson & Co’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	$391K	Buy	2,670 +1	+0%	+$138	0.01%	339
2026 Q1	$342K	Buy	2,669 +1	+0%	+$135	0.01%	340
2025 Q4	$365K	Sell	2,668 -88	-3%	-$12.3K	0.01%	330
2025 Q3	$392K	Buy	2,756 +1	+0%	+$141	0.01%	306
2025 Q2	$382K	Buy	2,755 +521	+23%	+$65.9K	0.02%	293
2025 Q1	$263K	Sell	2,234 -155	-6%	-$19.9K	0.01%	338
2024 Q4	$303K	Buy	2,389 +1	+0%	+$127	0.01%	299
2024 Q3	$280K	Buy	+2,388	New	+$267K	0.01%	295
2017 Q1	–	Sell	-200	Closed	-$10K	–	349
2016 Q4	$10K	Hold	200	–	–	﹤0.01%	501
2016 Q3	$10K	Hold	200	–	–	﹤0.01%	541
2016 Q2	$9K	Hold	200	–	–	﹤0.01%	552
2016 Q1	$9K	Hold	200	–	–	﹤0.01%	590
2015 Q4	$9K	Hold	200	–	–	﹤0.01%	566
2015 Q3	$9K	Buy	200 +66	+49%	+$3.13K	﹤0.01%	581
2015 Q2	$6K	Buy	+134	New	+$6.61K	﹤0.01%	644

Other funds holding IWP

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PMFA

Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 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

Joel Isaacson & Co's IWP Position: Q2 2026 in Review

Joel Isaacson & Co increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.04% in Q2 2026, buying an estimated $138 and bringing the position to 2,670 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #339.

Joel Isaacson & Co first reported a position in IWP in Q2 2015 and has held it in 15 quarters since. The position peaked at $392K in Q3 2025. 805 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Joel Isaacson & Co held 2,670 shares of iShares Russell Mid-Cap Growth ETF worth $391K as of Q2 2026.
Joel Isaacson & Co bought 1 iShares Russell Mid-Cap Growth ETF share in Q2 2026, an estimated $138.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Joel Isaacson & Co's portfolio in Q2 2026, its #339 holding.
Joel Isaacson & Co first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2015 and has held it in 15 quarters since.
Joel Isaacson & Co's iShares Russell Mid-Cap Growth ETF position peaked at $392K in Q3 2025.
805 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.