KilterHowling LLC’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

KilterHowling LLC’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	$421K	Buy	2,878 +3	+0.1%	+$414	0.19%	34
2026 Q1	$368K	Buy	2,875 +1	+0%	+$135	0.19%	36
2025 Q4	$394K	Buy	2,874 +4	+0.1%	+$559	0.2%	33
2025 Q3	$409K	Buy	2,870 +2	+0.1%	+$283	0.23%	29
2025 Q2	$398K	Buy	2,868 +3	+0.1%	+$380	0.24%	29
2025 Q1	$363K	Buy	2,865 +1	+0%	+$129	0.23%	29
2024 Q4	$393K	Buy	2,864 +2	+0.1%	+$254	0.22%	29
2024 Q3	$336K	Buy	2,862 +3	+0.1%	+$335	0.21%	34
2024 Q2	$315K	Buy	2,859 +2	+0.1%	+$220	0.21%	34
2024 Q1	$326K	Buy	2,857 +2	+0.1%	+$216	0.23%	33
2023 Q4	$303K	Buy	2,855 +7	+0.2%	+$664	0.23%	33
2023 Q3	$260K	Hold	2,848	–	–	0.23%	36
2023 Q2	$275K	Buy	2,848 +2	+0.1%	+$182	0.24%	38
2023 Q1	$259K	Hold	2,846	–	–	0.25%	41
2022 Q4	$238K	Buy	2,846 +14	+0.5%	+$1.18K	0.25%	34
2022 Q3	$222K	Hold	2,832	–	–	0.27%	42
2022 Q2	$224K	Buy	2,832 +4	+0.1%	+$348	0.25%	47
2022 Q1	$284K	Buy	2,828 +4	+0.1%	+$398	0.29%	41
2021 Q4	$325K	Buy	+2,824	New	+$329K	0.29%	39

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

KilterHowling LLC's IWP Position: Q2 2026 in Review

KilterHowling LLC increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.1% in Q2 2026, buying an estimated $414 and bringing the position to 2,878 shares worth $421K. The position accounts for 0.19% of the portfolio, ranked #34.

KilterHowling LLC first reported a position in IWP in Q4 2021 and has held it in 19 quarters since. 1,209 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

KilterHowling LLC held 2,878 shares of iShares Russell Mid-Cap Growth ETF worth $421K as of Q2 2026.
KilterHowling LLC bought 3 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $414.
iShares Russell Mid-Cap Growth ETF made up 0.19% of KilterHowling LLC's portfolio in Q2 2026, its #34 holding.
KilterHowling LLC first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
1,209 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on KilterHowling LLC's 13F filing for Q2 2026, filed 11 Aug 2026.