Measured Wealth Private Client Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Measured Wealth Private Client Group’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	$39.7K	Hold	271	–	–	0.01%	361
2026 Q1	$34.7K	Hold	271	–	–	0.01%	349
2025 Q4	$37.1K	Hold	271	–	–	0.01%	353
2025 Q3	$38.6K	Buy	+271	New	+$38.3K	0.01%	338
2018 Q4	–	Sell	-936	Closed	-$64K	–	405
2018 Q3	$64K	Buy	+936	New	+$62.2K	0.04%	297

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

Measured Wealth Private Client Group's IWP Position: Q2 2026 in Review

Measured Wealth Private Client Group held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 271 shares worth $39.7K. The position accounts for 0.01% of the portfolio, ranked #361.

Measured Wealth Private Client Group first reported a position in IWP in Q3 2018 and has held it in 5 quarters since. The position peaked at $64K in Q3 2018. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Measured Wealth Private Client Group held 271 shares of iShares Russell Mid-Cap Growth ETF worth $39.7K as of Q2 2026.
Measured Wealth Private Client Group 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 Measured Wealth Private Client Group's portfolio in Q2 2026, its #361 holding.
Measured Wealth Private Client Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2018 and has held it in 5 quarters since.
Measured Wealth Private Client Group's iShares Russell Mid-Cap Growth ETF position peaked at $64K in Q3 2018.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.