KFG
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Kingdom Financial Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Kingdom Financial Group’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 		$5.38M Buy
36,778
+6,963
+23% +$960K 1.38% 11
2026
Q1 		$3.82M Buy
29,815
+7,508
+34% +$1.02M 1.09% 14
2025
Q4 		$3.05M Buy
22,307
+13,704
+159% +$1.92M 0.94% 14
2025
Q3 		$1.23M Sell
8,603
-4,922
-36% -$696K 0.75% 25
2025
Q2 		$1.88M Sell
13,525
-12,625
-48% -$1.6M 1.64% 10
2025
Q1 		$3.07M Sell
26,150
-3,098
-11% -$398K 2.25% 14
2024
Q4 		$3.71M Sell
29,248
-1,504
-5% -$191K 2.53% 13
2024
Q3 		$3.61M Buy
30,752
+528
+2% +$59K 2.7% 12
2024
Q2 		$3.34M Sell
30,224
-1,026
-3% -$113K 2.26% 13
2024
Q1 		$3.57M Buy
31,250
+10,302
+49% +$1.11M 2.51% 13
2023
Q4 		$2.19M Buy
20,948
+9,387
+81% +$890K 1.91% 15
2023
Q3 		$1.06M Sell
11,561
-4,038
-26% -$386K 0.99% 22
2023
Q2 		$1.51M Buy
+15,599
New +$1.42M 1.48% 17

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

Kingdom Financial Group's IWP Position: Q2 2026 in Review

Kingdom Financial Group increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 23% in Q2 2026, buying an estimated $960K and bringing the position to 36,778 shares worth $5.38M. The position accounts for 1.38% of the portfolio, ranked #11.

Kingdom Financial Group first reported a position in IWP in Q2 2023 and has held it in 13 quarters since. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Kingdom Financial Group held 36,778 shares of iShares Russell Mid-Cap Growth ETF worth $5.38M as of Q2 2026.
  • Kingdom Financial Group bought 6,963 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $960K.
  • iShares Russell Mid-Cap Growth ETF made up 1.38% of Kingdom Financial Group's portfolio in Q2 2026, its #11 holding.
  • Kingdom Financial Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.