Keating Financial Advisory Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Keating Financial Advisory Services’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	$66.2K	Sell	452 -248	-35%	-$34.2K	0.01%	610
2026 Q1	$89.7K	Sell	700 -14	-2%	-$1.89K	0.01%	482
2025 Q4	$97.8K	Buy	+714	New	+$99.8K	0.01%	495

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

Keating Financial Advisory Services's IWP Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 35% in Q2 2026, selling an estimated $34.2K and leaving 452 shares worth $66.2K. The position accounts for 0.01% of the portfolio, ranked #610.

Keating Financial Advisory Services first reported a position in IWP in Q4 2025 and has held it in 3 quarters since. The position peaked at $97.8K in Q4 2025. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Keating Financial Advisory Services held 452 shares of iShares Russell Mid-Cap Growth ETF worth $66.2K as of Q2 2026.
Keating Financial Advisory Services sold 248 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $34.2K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #610 holding.
Keating Financial Advisory Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
Keating Financial Advisory Services's iShares Russell Mid-Cap Growth ETF position peaked at $97.8K in Q4 2025.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.