Kendall Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Kendall Capital 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	$358K	Buy	2,447 +129	+6%	+$17.8K	0.06%	189
2026 Q1	$297K	Hold	2,318	–	–	0.06%	192
2025 Q4	$317K	Hold	2,318	–	–	0.07%	186
2025 Q3	$330K	Hold	2,318	–	–	0.07%	190
2025 Q2	$321K	Hold	2,318	–	–	0.09%	180
2025 Q1	$272K	Hold	2,318	–	–	0.08%	190
2024 Q4	$294K	Hold	2,318	–	–	0.09%	186
2024 Q3	$272K	Buy	2,318 +42	+2%	+$4.7K	0.08%	191
2024 Q2	$251K	Sell	2,276 -144	-6%	-$15.8K	0.08%	191
2024 Q1	$276K	Hold	2,420	–	–	0.1%	182
2023 Q4	$253K	Hold	2,420	–	–	0.1%	183
2023 Q3	$221K	Buy	2,420 +76	+3%	+$7.27K	0.1%	183
2023 Q2	$227K	Hold	2,344	–	–	0.1%	183
2023 Q1	$213K	Buy	+2,344	New	+$209K	0.1%	176
2022 Q2	–	Sell	-2,344	Closed	-$236K	–	171
2022 Q1	$236K	Buy	2,344 +144	+7%	+$14.3K	0.11%	157
2021 Q4	$253K	Sell	2,200 -132	-6%	-$15.4K	0.12%	151
2021 Q3	$261K	Hold	2,332	–	–	0.14%	139
2021 Q2	$264K	Hold	2,332	–	–	0.15%	136
2021 Q1	$238K	Hold	2,332	–	–	0.15%	129
2020 Q4	$239K	Hold	2,332	–	–	0.17%	118
2020 Q3	$202K	Buy	+2,332	New	+$197K	0.18%	120
2018 Q3	–	Sell	-7,630	Closed	-$483K	–	112
2018 Q2	$483K	Sell	7,630 -1,478	-16%	-$93K	0.43%	70
2018 Q1	$560K	Buy	9,108 +1,392	+18%	+$86.9K	0.49%	65
2017 Q4	$465K	Buy	+7,716	New	+$454K	0.41%	73

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

Kendall Capital Management's IWP Position: Q2 2026 in Review

Kendall Capital Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 5.6% in Q2 2026, buying an estimated $17.8K and bringing the position to 2,447 shares worth $358K. The position accounts for 0.06% of the portfolio, ranked #189.

Kendall Capital Management first reported a position in IWP in Q4 2017 and has held it in 24 quarters since. The position peaked at $560K in Q1 2018. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Kendall Capital Management held 2,447 shares of iShares Russell Mid-Cap Growth ETF worth $358K as of Q2 2026.
Kendall Capital Management bought 129 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $17.8K.
iShares Russell Mid-Cap Growth ETF made up 0.06% of Kendall Capital Management's portfolio in Q2 2026, its #189 holding.
Kendall Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and has held it in 24 quarters since.
Kendall Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $560K in Q1 2018.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Kendall Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.