KMG Fiduciary Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

KMG Fiduciary Partners’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	$3.7M	Sell	25,255 -39,864	-61%	-$5.49M	0.34%	67
2026 Q1	$8.34M	Buy	65,119 +1,469	+2%	+$199K	0.62%	43
2025 Q4	$8.72M	Buy	63,650 +19	+0%	+$2.65K	0.62%	46
2025 Q3	$9.06M	Buy	63,631 +31	+0%	+$4.38K	0.61%	44
2025 Q2	$8.82M	Buy	63,600 +2,263	+4%	+$286K	0.65%	43
2025 Q1	$7.21M	Buy	61,337 +3,714	+6%	+$477K	0.6%	47
2024 Q4	$7.3M	Buy	57,623 +1,309	+2%	+$166K	0.6%	41
2024 Q3	$6.61M	Buy	56,314 +20,720	+58%	+$2.32M	0.57%	43
2024 Q2	$3.93M	Buy	35,594 +5,102	+17%	+$561K	0.39%	62
2024 Q1	$3.48M	Sell	30,492 -34	-0.1%	-$3.68K	0.36%	67
2023 Q4	$3.19M	Sell	30,526 -2,491	-8%	-$236K	0.37%	71
2023 Q3	$3.02M	Sell	33,017 -897	-3%	-$85.8K	0.4%	67
2023 Q2	$3.28M	Sell	33,914 -6,042	-15%	-$551K	0.42%	62
2023 Q1	$3.64M	Sell	39,956 -1,549	-4%	-$138K	0.52%	52
2022 Q4	$3.47M	Sell	41,505 -3,413	-8%	-$287K	0.57%	56
2022 Q3	$3.52M	Sell	44,918 -18,444	-29%	-$1.59M	0.68%	46
2022 Q2	$5.02M	Sell	63,362 -3,288	-5%	-$286K	0.94%	31
2022 Q1	$6.7M	Sell	66,650 -6,112	-8%	-$609K	1.07%	25
2021 Q4	$8.38M	Sell	72,762 -3,977	-5%	-$464K	1.3%	14
2021 Q3	$8.6M	Sell	76,739 -5,501	-7%	-$633K	1.46%	13
2021 Q2	$9.31M	Buy	82,240 +1,128	+1%	+$120K	1.64%	13
2021 Q1	$8.28M	Buy	81,112 +3,946	+5%	+$413K	1.61%	13
2020 Q4	$7.87M	Sell	77,166 -1,526	-2%	-$145K	1.66%	12
2020 Q3	$6.8M	Sell	78,692 -8,300	-10%	-$701K	1.69%	14
2020 Q2	$6.88M	Sell	86,992 -47,130	-35%	-$3.42M	1.91%	11
2020 Q1	$8.15M	Buy	134,122 +39,322	+41%	+$2.87M	2.65%	7
2019 Q4	$7.23M	Buy	94,800 +1,256	+1%	+$92.1K	2.2%	11
2019 Q3	$6.61M	Buy	93,544 +738	+0.8%	+$53K	2.24%	15
2019 Q2	$6.62M	Buy	92,806 +1,968	+2%	+$137K	2.39%	14
2019 Q1	$6.16M	Buy	90,838 +2,404	+3%	+$154K	2.34%	15
2018 Q4	$5.03M	Buy	+88,434	New	+$5.38M	2.29%	15

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

KMG Fiduciary Partners's IWP Position: Q2 2026 in Review

KMG Fiduciary Partners reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 61% in Q2 2026, selling an estimated $5.49M and leaving 25,255 shares worth $3.7M. The position accounts for 0.34% of the portfolio, ranked #67.

KMG Fiduciary Partners first reported a position in IWP in Q4 2018 and has held it in 31 quarters since. The position peaked at $9.31M in Q2 2021. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

KMG Fiduciary Partners held 25,255 shares of iShares Russell Mid-Cap Growth ETF worth $3.7M as of Q2 2026.
KMG Fiduciary Partners sold 39,864 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $5.49M.
iShares Russell Mid-Cap Growth ETF made up 0.34% of KMG Fiduciary Partners's portfolio in Q2 2026, its #67 holding.
KMG Fiduciary Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and has held it in 31 quarters since.
KMG Fiduciary Partners's iShares Russell Mid-Cap Growth ETF position peaked at $9.31M in Q2 2021.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.