Kestra Investment Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Kestra Investment 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	$396K	Buy	2,704 +1,039	+62%	+$143K	0.01%	359
2026 Q1	$213K	Buy	+1,665	New	+$225K	﹤0.01%	427
2025 Q3	–	Sell	-1,584	Closed	-$220K	–	592
2025 Q2	$220K	Buy	1,584 +31	+2%	+$3.92K	0.01%	415
2025 Q1	$182K	Buy	1,553 +1,538	+10,253%	+$198K	0.01%	383
2024 Q4	$1.91K	Buy	+15	New	+$1.91K	﹤0.01%	1034

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

Kestra Investment Management's IWP Position: Q2 2026 in Review

Kestra Investment Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 62% in Q2 2026, buying an estimated $143K and bringing the position to 2,704 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #359.

Kestra Investment Management first reported a position in IWP in Q4 2024 and has held it in 5 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Kestra Investment Management held 2,704 shares of iShares Russell Mid-Cap Growth ETF worth $396K as of Q2 2026.
Kestra Investment Management bought 1,039 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $143K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #359 holding.
Kestra Investment Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 5 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.