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

Modera 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	$7.44M	Sell	50,785 -306	-0.6%	-$42.2K	0.08%	158
2026 Q1	$6.55M	Sell	51,091 -1,294	-2%	-$175K	0.08%	157
2025 Q4	$7.17M	Sell	52,385 -159	-0.3%	-$22.2K	0.08%	153
2025 Q3	$7.48M	Sell	52,544 -336	-0.6%	-$47.5K	0.09%	151
2025 Q2	$7.33M	Sell	52,880 -70	-0.1%	-$8.86K	0.09%	152
2025 Q1	$6.22M	Sell	52,950 -25	-0%	-$3.21K	0.08%	156
2024 Q4	$6.71M	Hold	52,975	–	–	0.08%	152
2024 Q3	$6.21M	Sell	52,975 -575	-1%	-$64.3K	0.08%	144
2024 Q2	$5.91M	Sell	53,550 -339	-0.6%	-$37.2K	0.09%	140
2024 Q1	$6.15M	Sell	53,889 -1,018	-2%	-$110K	0.09%	140
2023 Q4	$5.74M	Sell	54,907 -674	-1%	-$63.9K	0.09%	142
2023 Q3	$5.08M	Sell	55,581 -895	-2%	-$85.6K	0.1%	144
2023 Q2	$5.46M	Buy	56,476 +34,524	+157%	+$3.15M	0.1%	141
2023 Q1	$2M	Hold	21,952	–	–	0.08%	93
2022 Q4	$1.84M	Sell	21,952 -570	-3%	-$48K	0.07%	97
2022 Q3	$1.77M	Hold	22,522	–	–	0.09%	92
2022 Q2	$1.78M	Sell	22,522 -702	-3%	-$61.1K	0.09%	98
2022 Q1	$2.33M	Buy	23,224 +321	+1%	+$32K	0.1%	92
2021 Q4	$2.64M	Buy	+22,903	New	+$2.67M	0.1%	98

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

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

Modera Wealth Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.6% in Q2 2026, selling an estimated $42.2K and leaving 50,785 shares worth $7.44M. The position accounts for 0.08% of the portfolio, ranked #158.

Modera Wealth Management first reported a position in IWP in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.48M in Q3 2025. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Modera Wealth Management held 50,785 shares of iShares Russell Mid-Cap Growth ETF worth $7.44M as of Q2 2026.
Modera Wealth Management sold 306 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $42.2K.
iShares Russell Mid-Cap Growth ETF made up 0.08% of Modera Wealth Management's portfolio in Q2 2026, its #158 holding.
Modera Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
Modera Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $7.48M in Q3 2025.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.