Mark Sheptoff Financial Planning’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Mark Sheptoff Financial Planning’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	$31.8K	Hold	217	–	–	0.02%	227
2026 Q1	$29.9K	Hold	217	–	–	0.02%	227
2025 Q4	$29.8K	Hold	217	–	–	0.01%	237
2025 Q3	$30.9K	Buy	217 +70	+48%	+$9.89K	0.01%	232
2025 Q2	$20.4K	Hold	147	–	–	0.01%	269
2025 Q1	$17.3K	Buy	147 +42	+40%	+$5.4K	0.01%	260
2024 Q4	$13.3K	Hold	105	–	–	0.01%	293
2024 Q3	$12.3K	Sell	105 -28	-21%	-$3.13K	0.01%	288
2024 Q2	$14.7K	Hold	133	–	–	0.01%	281
2024 Q1	$15.2K	Buy	133 +105	+375%	+$11.4K	0.01%	259
2023 Q4	$2.92K	Hold	28	–	–	﹤0.01%	348
2023 Q3	$2.56K	Hold	28	–	–	﹤0.01%	332
2023 Q2	$2.71K	Hold	28	–	–	﹤0.01%	339
2023 Q1	$2.55K	Hold	28	–	–	﹤0.01%	337
2022 Q4	$2.34K	Hold	28	–	–	﹤0.01%	345
2022 Q3	$2K	Hold	28	–	–	﹤0.01%	327
2022 Q2	$2K	Hold	28	–	–	﹤0.01%	339
2022 Q1	$3K	Hold	28	–	–	﹤0.01%	366
2021 Q4	$3K	Buy	+28	New	+$3.27K	﹤0.01%	395
2020 Q1	–	Sell	-630	Closed	-$48K	–	365
2019 Q4	$48K	Hold	630	–	–	0.03%	153
2019 Q3	$45K	Buy	+630	New	+$45.3K	0.03%	152

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

Mark Sheptoff Financial Planning's IWP Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 217 shares worth $31.8K. The position accounts for 0.02% of the portfolio, ranked #227.

Mark Sheptoff Financial Planning first reported a position in IWP in Q3 2019 and has held it in 21 quarters since. The position peaked at $48K in Q4 2019. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Mark Sheptoff Financial Planning held 217 shares of iShares Russell Mid-Cap Growth ETF worth $31.8K as of Q2 2026.
Mark Sheptoff Financial Planning left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #227 holding.
Mark Sheptoff Financial Planning first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2019 and has held it in 21 quarters since.
Mark Sheptoff Financial Planning's iShares Russell Mid-Cap Growth ETF position peaked at $48K in Q4 2019.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.