JPL Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

JPL Wealth Management’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	$2.77M	Sell	18,925 -2,011	-10%	-$277K	0.55%	63
2026 Q1	$2.68M	Sell	20,936 -454	-2%	-$61.4K	0.62%	59
2025 Q4	$2.93M	Sell	21,390 -6,034	-22%	-$843K	0.71%	58
2025 Q3	$3.91M	Sell	27,424 -476	-2%	-$67.3K	0.93%	44
2025 Q2	$3.87M	Buy	27,900 +671	+2%	+$84.9K	1.04%	43
2025 Q1	$3.2M	Buy	27,229 +1,072	+4%	+$138K	0.91%	51
2024 Q4	$3.32M	Buy	+26,157	New	+$3.33M	0.95%	46
2024 Q2	$624K	Buy	5,658 +1,527	+37%	+$168K	0.31%	74
2024 Q1	$472K	Buy	4,131 +1,424	+53%	+$154K	0.26%	79
2023 Q4	$283K	Buy	+2,707	New	+$257K	0.2%	89

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

JPL Wealth Management's IWP Position: Q2 2026 in Review

JPL Wealth Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 9.6% in Q2 2026, selling an estimated $277K and leaving 18,925 shares worth $2.77M. The position accounts for 0.55% of the portfolio, ranked #63.

JPL Wealth Management first reported a position in IWP in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.91M in Q3 2025. 1,215 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

JPL Wealth Management held 18,925 shares of iShares Russell Mid-Cap Growth ETF worth $2.77M as of Q2 2026.
JPL Wealth Management sold 2,011 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $277K.
iShares Russell Mid-Cap Growth ETF made up 0.55% of JPL Wealth Management's portfolio in Q2 2026, its #63 holding.
JPL Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
JPL Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $3.91M in Q3 2025.
1,215 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.