KPP Advisory Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

KPP Advisory Services’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	$302K	Hold	2,066	–	–	0.04%	298
2026 Q1	$265K	Hold	2,066	–	–	0.04%	297
2025 Q4	$283K	Hold	2,066	–	–	0.04%	281
2025 Q3	$294K	Hold	2,066	–	–	0.04%	276
2025 Q2	$287K	Hold	2,066	–	–	0.05%	261
2025 Q1	$243K	Hold	2,066	–	–	0.05%	266
2024 Q4	$262K	Hold	2,066	–	–	0.06%	212
2024 Q3	$242K	Hold	2,066	–	–	0.06%	222
2024 Q2	$228K	Hold	2,066	–	–	0.06%	216
2024 Q1	$236K	Buy	+2,066	New	+$224K	0.06%	215

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

KPP Advisory Services's IWP Position: Q2 2026 in Review

KPP Advisory Services held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 2,066 shares worth $302K. The position accounts for 0.04% of the portfolio, ranked #298.

KPP Advisory Services first reported a position in IWP in Q1 2024 and has held it in 10 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

KPP Advisory Services held 2,066 shares of iShares Russell Mid-Cap Growth ETF worth $302K as of Q2 2026.
KPP Advisory Services left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.04% of KPP Advisory Services's portfolio in Q2 2026, its #298 holding.
KPP Advisory Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.