Kingstone Capital Partners Texas’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Kingstone Capital Partners Texas’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	$248K	Buy	1,691 +2	+0.1%	+$276	0.13%	56
2026 Q1	$216K	Hold	1,689	–	–	0.13%	52
2025 Q4	$231K	Buy	1,689 +2	+0.1%	+$280	0.13%	53
2025 Q3	$240K	Buy	1,687 +2	+0.1%	+$283	0.14%	50
2025 Q2	$234K	Sell	1,685 -270	-14%	-$34.2K	0.15%	47
2025 Q1	$230K	Buy	1,955 +1	+0.1%	+$129	0.19%	43
2024 Q4	$248K	Buy	+1,954	New	+$248K	0.2%	42

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

Kingstone Capital Partners Texas's IWP Position: Q2 2026 in Review

Kingstone Capital Partners Texas increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.12% in Q2 2026, buying an estimated $276 and bringing the position to 1,691 shares worth $248K. The position accounts for 0.13% of the portfolio, ranked #56.

Kingstone Capital Partners Texas first reported a position in IWP in Q4 2024 and has held it in 7 quarters since. The position peaked at $248K in Q4 2024. 1,217 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Kingstone Capital Partners Texas held 1,691 shares of iShares Russell Mid-Cap Growth ETF worth $248K as of Q2 2026.
Kingstone Capital Partners Texas bought 2 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $276.
iShares Russell Mid-Cap Growth ETF made up 0.13% of Kingstone Capital Partners Texas's portfolio in Q2 2026, its #56 holding.
Kingstone Capital Partners Texas first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Kingstone Capital Partners Texas's iShares Russell Mid-Cap Growth ETF position peaked at $248K in Q4 2024.
1,217 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Kingstone Capital Partners Texas's 13F filing for Q2 2026, filed 11 Aug 2026.