Main Street Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Main Street 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	$4.57K	Hold	31	–	–	﹤0.01%	664
2026 Q1	$4K	Buy	+31	New	+$4.2K	﹤0.01%	667
2025 Q3	–	Sell	-12	Closed	-$1.66K	–	820
2025 Q2	$1.66K	Hold	12	–	–	﹤0.01%	654
2025 Q1	$1.41K	Hold	12	–	–	﹤0.01%	687
2024 Q4	$1.52K	Hold	12	–	–	﹤0.01%	670
2024 Q3	$1.41K	Hold	12	–	–	﹤0.01%	679
2024 Q2	$1.32K	Hold	12	–	–	﹤0.01%	748
2024 Q1	$1.36K	Hold	12	–	–	﹤0.01%	776
2023 Q4	$1.25K	Buy	+12	New	+$1.14K	﹤0.01%	1149

Other funds holding IWP

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Mechanics Bank - Trust Department Walnut Creek, California $808M AUM 23.44% 1-Year Est. Return

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return