Marino Stram & Associates’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Marino Stram & 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	$336K	Buy	2,296 +723	+46%	+$99.7K	0.05%	153
2026 Q1	$202K	Buy	+1,573	New	+$213K	0.04%	182
2021 Q3	–	Sell	-6,411	Closed	-$726K	–	219
2021 Q2	$726K	Buy	+6,411	New	+$685K	0.19%	97

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

Marino Stram & Associates's IWP Position: Q2 2026 in Review

Marino Stram & Associates increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 46% in Q2 2026, buying an estimated $99.7K and bringing the position to 2,296 shares worth $336K. The position accounts for 0.05% of the portfolio, ranked #153.

Marino Stram & Associates first reported a position in IWP in Q2 2021 and has held it in 3 quarters since. The position peaked at $726K in Q2 2021. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Marino Stram & Associates held 2,296 shares of iShares Russell Mid-Cap Growth ETF worth $336K as of Q2 2026.
Marino Stram & Associates bought 723 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $99.7K.
iShares Russell Mid-Cap Growth ETF made up 0.05% of Marino Stram & Associates's portfolio in Q2 2026, its #153 holding.
Marino Stram & Associates first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2021 and has held it in 3 quarters since.
Marino Stram & Associates's iShares Russell Mid-Cap Growth ETF position peaked at $726K in Q2 2021.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.