Mitchell McLeod Pugh & Williams’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Mitchell McLeod Pugh & Williams’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	$476K	Hold	3,250	–	–	0.06%	218
2026 Q1	$416K	Hold	3,250	–	–	0.06%	211
2025 Q4	$441K	Hold	3,250	–	–	0.06%	212
2025 Q3	$468K	Sell	3,250 -285	-8%	-$40.3K	0.08%	189
2025 Q2	$490K	Hold	3,535	–	–	0.09%	181
2025 Q1	$415K	Hold	3,535	–	–	0.09%	190
2024 Q4	$448K	Hold	3,535	–	–	0.09%	183
2024 Q3	$415K	Sell	3,535 -429	-11%	-$48K	0.09%	194
2024 Q2	$437K	Buy	3,964 +429	+12%	+$47.1K	0.1%	180
2024 Q1	$403K	Sell	3,535 -26	-0.7%	-$2.81K	0.1%	185
2023 Q4	$372K	Buy	3,561 +134	+4%	+$12.7K	0.1%	182
2023 Q3	$313K	Hold	3,427	–	–	0.09%	188
2023 Q2	$331K	Sell	3,427 -329	-9%	-$30K	0.1%	191
2023 Q1	$342K	Sell	3,756 -292	-7%	-$26.1K	0.11%	188
2022 Q4	$338K	Buy	4,048 +601	+17%	+$50.6K	0.11%	186
2022 Q3	$270K	Buy	3,447 +197	+6%	+$17K	0.1%	188
2022 Q2	$257K	Hold	3,250	–	–	0.1%	185
2022 Q1	$327K	Hold	3,250	–	–	0.11%	177
2021 Q4	$374K	Hold	3,250	–	–	0.12%	172
2021 Q3	$364K	Hold	3,250	–	–	0.14%	166
2021 Q2	$368K	Hold	3,250	–	–	0.14%	164
2021 Q1	$332K	Hold	3,250	–	–	0.14%	166
2020 Q4	$334K	Hold	3,250	–	–	0.15%	157
2020 Q3	$281K	Hold	3,250	–	–	0.14%	159
2020 Q2	$257K	Buy	+3,250	New	+$236K	0.15%	157

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

Mitchell McLeod Pugh & Williams's IWP Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 3,250 shares worth $476K. The position accounts for 0.06% of the portfolio, ranked #218.

Mitchell McLeod Pugh & Williams first reported a position in IWP in Q2 2020 and has held it in 25 quarters since. The position peaked at $490K in Q2 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Mitchell McLeod Pugh & Williams held 3,250 shares of iShares Russell Mid-Cap Growth ETF worth $476K as of Q2 2026.
Mitchell McLeod Pugh & Williams left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.06% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #218 holding.
Mitchell McLeod Pugh & Williams first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2020 and has held it in 25 quarters since.
Mitchell McLeod Pugh & Williams's iShares Russell Mid-Cap Growth ETF position peaked at $490K in Q2 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.