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

Mainsail 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 		$9.01M Buy
61,533
+8,425
+16% +$1.16M 3.06% 11
2026
Q1 		$6.8M Buy
53,108
+2,692
+5% +$364K 2.83% 12
2025
Q4 		$6.9M Buy
50,416
+1,166
+2% +$163K 2.87% 10
2025
Q3 		$7.01M Buy
49,250
+1,075
+2% +$152K 3.02% 9
2025
Q2 		$6.63M Sell
48,175
-2,203
-4% -$279K 3.09% 10
2025
Q1 		$5.92M Buy
50,378
+2,004
+4% +$258K 3.35% 8
2024
Q4 		$6.13M Buy
48,374
+714
+1% +$90.8K 3.55% 9
2024
Q3 		$5.7M Sell
47,660
-5,385
-10% -$602K 3.38% 10
2024
Q2 		$5.85M Buy
53,045
+8,531
+19% +$937K 3.45% 9
2024
Q1 		$5.08M Buy
44,514
+139
+0.3% +$15K 3.5% 9
2023
Q4 		$4.53M Buy
44,375
+3,213
+8% +$305K 3.51% 9
2023
Q3 		$3.74M Buy
41,162
+2,489
+6% +$238K 3.39% 9
2023
Q2 		$3.74M Buy
38,673
+873
+2% +$79.6K 3.5% 9
2023
Q1 		$3.43M Buy
37,800
+66
+0.2% +$5.89K 3.33% 9
2022
Q4 		$3.27M Buy
+37,734
New +$3.18M 3.33% 8

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
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

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

Mainsail Financial Group increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 16% in Q2 2026, buying an estimated $1.16M and bringing the position to 61,533 shares worth $9.01M. The position accounts for 3.06% of the portfolio, ranked #11.

Mainsail Financial Group first reported a position in IWP in Q4 2022 and has held it in 15 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Mainsail Financial Group held 61,533 shares of iShares Russell Mid-Cap Growth ETF worth $9.01M as of Q2 2026.
  • Mainsail Financial Group bought 8,425 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.16M.
  • iShares Russell Mid-Cap Growth ETF made up 3.06% of Mainsail Financial Group's portfolio in Q2 2026, its #11 holding.
  • Mainsail Financial Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Mainsail Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.