McDonald Partners’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

McDonald Partners’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	$322K	Hold	2,200	–	–	0.08%	186
2026 Q1	$282K	Hold	2,200	–	–	0.07%	191
2025 Q4	$301K	Hold	2,200	–	–	0.09%	172
2025 Q3	$313K	Hold	2,200	–	–	0.09%	189
2025 Q2	$305K	Hold	2,200	–	–	0.07%	211
2025 Q1	$258K	Hold	2,200	–	–	0.07%	216
2024 Q4	$279K	Hold	2,200	–	–	0.07%	206
2024 Q3	$258K	Hold	2,200	–	–	0.06%	213
2024 Q2	$243K	Hold	2,200	–	–	0.07%	221
2024 Q1	$251K	Sell	2,200 -158	-7%	-$17.1K	0.07%	215
2023 Q4	$246K	Hold	2,358	–	–	0.07%	208
2023 Q3	$215K	Hold	2,358	–	–	0.07%	211
2023 Q2	$228K	Hold	2,358	–	–	0.07%	215
2023 Q1	$215K	Buy	+2,358	New	+$210K	0.07%	214
2022 Q2	–	Sell	-5,458	Closed	-$549K	–	305
2022 Q1	$549K	Buy	5,458 +5,386	+7,481%	+$536K	0.12%	189
2021 Q4	$8.3K	Buy	+72	New	+$8.39K	0.01%	200

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

McDonald Partners's IWP Position: Q2 2026 in Review

McDonald Partners held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 2,200 shares worth $322K. The position accounts for 0.08% of the portfolio, ranked #186.

McDonald Partners first reported a position in IWP in Q4 2021 and has held it in 16 quarters since. The position peaked at $549K in Q1 2022. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

McDonald Partners held 2,200 shares of iShares Russell Mid-Cap Growth ETF worth $322K as of Q2 2026.
McDonald Partners left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.08% of McDonald Partners's portfolio in Q2 2026, its #186 holding.
McDonald Partners first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 16 quarters since.
McDonald Partners's iShares Russell Mid-Cap Growth ETF position peaked at $549K in Q1 2022.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.