MFG
IWP icon

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

Magnus 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 		$734K Sell
5,014
-291
-5% -$40.1K 0.05% 194
2026
Q1 		$680K Sell
5,305
-671
-11% -$90.8K 0.06% 188
2025
Q4 		$818K Buy
5,976
+328
+6% +$45.8K 0.06% 192
2025
Q3 		$804K Sell
5,648
-7
-0.1% -$989 0.06% 187
2025
Q2 		$784K Sell
5,655
-120
-2% -$15.2K 0.07% 178
2025
Q1 		$679K Sell
5,775
-98
-2% -$12.6K 0.07% 184
2024
Q4 		$744K Buy
5,873
+2
+0% +$254 0.07% 177
2024
Q3 		$689K Buy
5,871
+4
+0.1% +$447 0.07% 177
2024
Q2 		$647K Sell
5,867
-551
-9% -$60.5K 0.07% 173
2024
Q1 		$733K Buy
6,418
+3
+0% +$325 0.09% 160
2023
Q4 		$670K Buy
6,415
+8
+0.1% +$758 0.09% 155
2023
Q3 		$585K Buy
6,407
+400
+7% +$38.2K 0.09% 150
2023
Q2 		$580K Buy
6,007
+3
+0% +$273 0.08% 153
2023
Q1 		$547K Buy
6,004
+105
+2% +$9.37K 0.08% 159
2022
Q4 		$493K Buy
5,899
+17
+0.3% +$1.43K 0.08% 153
2022
Q3 		$461K Buy
5,882
+5
+0.1% +$430 0.09% 148
2022
Q2 		$466K Sell
5,877
-10
-0.2% -$871 0.09% 151
2022
Q1 		$592K Buy
5,887
+1,841
+46% +$183K 0.1% 146
2021
Q4 		$466K Buy
4,046
+7
+0.2% +$816 0.09% 149
2021
Q3 		$453K Hold
4,039
– – 0.1% 145
2021
Q2 		$457K Sell
4,039
-331
-8% -$35.4K 0.1% 136
2021
Q1 		$446K Sell
4,370
-397
-8% -$41.5K 0.11% 124
2020
Q4 		$489K Sell
4,767
-3
-0.1% -$285 0.05% 147
2020
Q3 		$412K Sell
4,770
-70
-1% -$5.91K 0.05% 147
2020
Q2 		$383K Sell
4,840
-74
-2% -$5.37K 0.04% 240
2020
Q1 		$299K Buy
4,914
+1,068
+28% +$77.8K 0.04% 279
2019
Q4 		$293K Sell
3,846
-2,544
-40% -$187K 0.04% 311
2019
Q3 		$452K Sell
6,390
-92
-1% -$6.61K 0.08% 136
2019
Q2 		$462K Sell
6,482
-272
-4% -$18.9K 0.09% 126
2019
Q1 		$458K Buy
6,754
+360
+6% +$23.1K 0.09% 124
2018
Q4 		$364K Buy
+6,394
New +$389K 0.1% 133

Other funds holding IWP

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

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

Magnus Financial Group reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 5.5% in Q2 2026, selling an estimated $40.1K and leaving 5,014 shares worth $734K. The position accounts for 0.05% of the portfolio, ranked #194.

Magnus Financial Group first reported a position in IWP in Q4 2018 and has held it in 31 quarters since. The position peaked at $818K in Q4 2025. 400 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Magnus Financial Group held 5,014 shares of iShares Russell Mid-Cap Growth ETF worth $734K as of Q2 2026.
  • Magnus Financial Group sold 291 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $40.1K.
  • iShares Russell Mid-Cap Growth ETF made up 0.05% of Magnus Financial Group's portfolio in Q2 2026, its #194 holding.
  • Magnus Financial Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • Magnus Financial Group's iShares Russell Mid-Cap Growth ETF position peaked at $818K in Q4 2025.
  • 400 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.