MGO One Seven’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

MGO One Seven’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	$1.61M	Sell	11,025 -36	-0.3%	-$4.96K	0.03%	564
2026 Q1	$1.42M	Buy	11,061 +25	+0.2%	+$3.38K	0.03%	557
2025 Q4	$1.51M	Buy	11,036 +7,597	+221%	+$1.06M	0.03%	521
2025 Q3	$490K	Buy	3,439 +305	+10%	+$43.1K	0.01%	821
2025 Q2	$435K	Sell	3,134 -47	-1%	-$5.95K	0.01%	776
2025 Q1	$374K	Sell	3,181 -944	-23%	-$121K	0.01%	733
2024 Q4	$523K	Sell	4,125 -122	-3%	-$15.5K	0.02%	612
2024 Q3	$498K	Buy	4,247 +635	+18%	+$71K	0.02%	582
2024 Q2	$399K	Buy	3,612 +778	+27%	+$85.5K	0.02%	650
2024 Q1	$323K	Buy	+2,834	New	+$307K	0.02%	695
2019 Q1	–	Sell	-3,630	Closed	-$206K	–	1025
2018 Q4	$206K	Sell	3,630 -20	-0.5%	-$1.22K	0.09%	253
2018 Q3	$247K	Buy	+3,650	New	+$243K	0.12%	256
2018 Q1	$214K	Sell	3,476 -430	-11%	-$26.8K	0.1%	248
2017 Q4	$236K	Buy	+3,906	New	+$230K	0.11%	220

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

MGO One Seven's IWP Position: Q2 2026 in Review

MGO One Seven reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.33% in Q2 2026, selling an estimated $4.96K and leaving 11,025 shares worth $1.61M. The position accounts for 0.03% of the portfolio, ranked #564.

MGO One Seven first reported a position in IWP in Q4 2017 and has held it in 14 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

MGO One Seven held 11,025 shares of iShares Russell Mid-Cap Growth ETF worth $1.61M as of Q2 2026.
MGO One Seven sold 36 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $4.96K.
iShares Russell Mid-Cap Growth ETF made up 0.03% of MGO One Seven's portfolio in Q2 2026, its #564 holding.
MGO One Seven first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2017 and has held it in 14 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.