Maridea Wealth Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Maridea Wealth Management’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	$228K	Sell	1,554 -46	-3%	-$6.34K	0.02%	500
2026 Q1	$205K	Sell	1,600 -150	-9%	-$20.3K	0.03%	431
2025 Q4	$240K	Buy	1,750 +11	+0.6%	+$1.54K	0.04%	363
2025 Q3	$248K	Buy	1,739 +11	+0.6%	+$1.55K	0.04%	361
2025 Q2	$240K	Hold	1,728	–	–	0.06%	238
2025 Q1	$203K	Hold	1,728	–	–	0.07%	220
2024 Q4	$219K	Buy	+1,728	New	+$220K	0.07%	219

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

Maridea Wealth Management's IWP Position: Q2 2026 in Review

Maridea Wealth Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.9% in Q2 2026, selling an estimated $6.34K and leaving 1,554 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #500.

Maridea Wealth Management first reported a position in IWP in Q4 2024 and has held it in 7 quarters since. The position peaked at $248K in Q3 2025. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Maridea Wealth Management held 1,554 shares of iShares Russell Mid-Cap Growth ETF worth $228K as of Q2 2026.
Maridea Wealth Management sold 46 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $6.34K.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Maridea Wealth Management's portfolio in Q2 2026, its #500 holding.
Maridea Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Maridea Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $248K in Q3 2025.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.