L. Roy Papp & Associates’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

L. Roy Papp & Associates’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	$746K	Buy	5,095 +2	+0%	+$276	0.08%	114
2026 Q1	$653K	Hold	5,093	–	–	0.08%	113
2025 Q4	$697K	Buy	5,093 +1	+0%	+$140	0.08%	111
2025 Q3	$725K	Buy	5,092 +1	+0%	+$141	0.08%	106
2025 Q2	$706K	Buy	5,091 +1	+0%	+$127	0.08%	104
2025 Q1	$598K	Buy	5,090 +151	+3%	+$19.4K	0.07%	111
2024 Q4	$626K	Buy	4,939 +501	+11%	+$63.7K	0.07%	113
2024 Q3	$520K	Buy	4,438 +2	+0%	+$224	0.06%	123
2024 Q2	$490K	Buy	4,436 +461	+12%	+$50.6K	0.06%	122
2024 Q1	$454K	Buy	3,975 +251	+7%	+$27.2K	0.05%	128
2023 Q4	$389K	Buy	3,724 +4	+0.1%	+$379	0.05%	131
2023 Q3	$340K	Hold	3,720	–	–	0.05%	136
2023 Q2	$359K	Buy	3,720 +1	+0%	+$91	0.05%	138
2023 Q1	$339K	Buy	3,719 +2	+0.1%	+$178	0.05%	142
2022 Q4	$311K	Buy	3,717 +6	+0.2%	+$505	0.04%	144
2022 Q3	$291K	Hold	3,711	–	–	0.04%	149
2022 Q2	$294K	Buy	3,711 +1	+0%	+$87	0.04%	146
2022 Q1	$373K	Buy	3,710 +1,110	+43%	+$111K	0.05%	142
2021 Q4	$300K	Sell	2,600 -1,106	-30%	-$129K	0.03%	159
2021 Q3	$415K	Hold	3,706	–	–	0.05%	139
2021 Q2	$420K	Buy	3,706 +1	+0%	+$107	0.05%	139
2021 Q1	$378K	Hold	3,705	–	–	0.05%	140
2020 Q4	$380K	Buy	3,705 +1	+0%	+$95	0.04%	142
2020 Q3	$320K	Hold	3,704	–	–	0.04%	141
2020 Q2	$293K	Buy	3,704 +4	+0.1%	+$290	0.04%	138
2020 Q1	$225K	Hold	3,700	–	–	0.04%	144
2019 Q4	$282K	Buy	3,700 +4	+0.1%	+$293	0.04%	148
2019 Q3	$261K	Hold	3,696	–	–	0.04%	147
2019 Q2	$264K	Buy	3,696 +2	+0.1%	+$139	0.04%	147
2019 Q1	$251K	Buy	+3,694	New	+$237K	0.05%	140

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

L. Roy Papp & Associates's IWP Position: Q2 2026 in Review

L. Roy Papp & Associates increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.04% in Q2 2026, buying an estimated $276 and bringing the position to 5,095 shares worth $746K. The position accounts for 0.08% of the portfolio, ranked #114.

L. Roy Papp & Associates first reported a position in IWP in Q1 2019 and has held it in 30 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

L. Roy Papp & Associates held 5,095 shares of iShares Russell Mid-Cap Growth ETF worth $746K as of Q2 2026.
L. Roy Papp & Associates bought 2 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $276.
iShares Russell Mid-Cap Growth ETF made up 0.08% of L. Roy Papp & Associates's portfolio in Q2 2026, its #114 holding.
L. Roy Papp & Associates first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2019 and has held it in 30 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on L. Roy Papp & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.