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

Mascoma 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	$24.6K	Hold	168	–	–	﹤0.01%	244
2026 Q1	$21.5K	Hold	168	–	–	﹤0.01%	252
2025 Q4	$23K	Hold	168	–	–	﹤0.01%	247
2025 Q3	$23.9K	Hold	168	–	–	0.01%	251
2025 Q2	$23.3K	Hold	168	–	–	0.01%	249
2025 Q1	$19.7K	Sell	168 -146	-46%	-$18.8K	﹤0.01%	266
2024 Q4	$39.8K	Buy	314 +146	+87%	+$18.6K	0.01%	219
2024 Q3	$19.7K	Hold	168	–	–	﹤0.01%	266
2024 Q2	$18.5K	Hold	168	–	–	﹤0.01%	278
2024 Q1	$19.2K	Sell	168 -80	-32%	-$8.65K	0.01%	263
2023 Q4	$25.9K	Hold	248	–	–	0.01%	247
2023 Q3	$22.7K	Hold	248	–	–	0.01%	263
2023 Q2	$23.7K	Hold	248	–	–	0.01%	254
2023 Q1	$22.3K	Hold	248	–	–	0.01%	328
2022 Q4	$20.7K	Hold	248	–	–	0.01%	325
2022 Q3	$19K	Hold	248	–	–	0.01%	331
2022 Q2	$20K	Hold	248	–	–	0.01%	341
2022 Q1	$25K	Hold	248	–	–	0.01%	341
2021 Q4	$29K	Hold	248	–	–	0.01%	281
2021 Q3	$28K	Buy	+248	New	+$28.5K	0.01%	257
2021 Q2	–	Sell	-168	Closed	-$17K	–	282
2021 Q1	$17K	Buy	+168	New	+$17.6K	0.01%	308
2019 Q3	–	Sell	-80	Closed	-$6K	–	218
2019 Q2	$6K	Hold	80	–	–	﹤0.01%	289
2019 Q1	$5K	Hold	80	–	–	﹤0.01%	299
2018 Q4	$5K	Hold	80	–	–	﹤0.01%	296
2018 Q3	$5K	Hold	80	–	–	﹤0.01%	323
2018 Q2	$5K	Hold	80	–	–	﹤0.01%	314
2018 Q1	$5K	Hold	80	–	–	﹤0.01%	307
2017 Q4	$5K	Hold	80	–	–	﹤0.01%	300
2017 Q3	$5K	Hold	80	–	–	﹤0.01%	321
2017 Q2	$4K	Hold	80	–	–	﹤0.01%	336
2017 Q1	$4K	Hold	80	–	–	﹤0.01%	309
2016 Q4	$4K	Buy	+80	New	+$3.86K	﹤0.01%	310

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

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

Mascoma Wealth Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 168 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

Mascoma Wealth Management first reported a position in IWP in Q4 2016 and has held it in 32 quarters since. The position peaked at $39.8K in Q4 2024. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Mascoma Wealth Management held 168 shares of iShares Russell Mid-Cap Growth ETF worth $24.6K as of Q2 2026.
Mascoma Wealth Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #244 holding.
Mascoma Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2016 and has held it in 32 quarters since.
Mascoma Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $39.8K in Q4 2024.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.