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Kerr Financial Planning’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Kerr Financial Planning’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 		$107K Buy
733
+1
+0.1% +$138 0.12% 130
2026
Q1 		$98.2K Buy
732
+1
+0.1% +$135 0.07% 134
2025
Q4 		$96K Hold
731
– – 0.13% 129
2025
Q3 		$99.6K Buy
+731
New +$103K 0.14% 122

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
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

Kerr Financial Planning's IWP Position: Q2 2026 in Review

Kerr Financial Planning increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.14% in Q2 2026, buying an estimated $138 and bringing the position to 733 shares worth $107K. The position accounts for 0.12% of the portfolio, ranked #130.

Kerr Financial Planning first reported a position in IWP in Q3 2025 and has held it in 4 quarters since. 1,212 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Kerr Financial Planning held 733 shares of iShares Russell Mid-Cap Growth ETF worth $107K as of Q2 2026.
  • Kerr Financial Planning bought 1 iShares Russell Mid-Cap Growth ETF share in Q2 2026, an estimated $138.
  • iShares Russell Mid-Cap Growth ETF made up 0.12% of Kerr Financial Planning's portfolio in Q2 2026, its #130 holding.
  • Kerr Financial Planning first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,212 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.