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Monetary Solutions’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Monetary Solutions’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 		$39.1K Buy
267
+27
+11% +$3.72K 0.03% 134
2026
Q1 		$30.7K Hold
240
– – 0.03% 138
2025
Q4 		$32.9K Buy
+240
New +$33.5K 0.03% 133

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Monetary Solutions's IWP Position: Q2 2026 in Review

Monetary Solutions increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 11% in Q2 2026, buying an estimated $3.72K and bringing the position to 267 shares worth $39.1K. The position accounts for 0.03% of the portfolio, ranked #134.

Monetary Solutions first reported a position in IWP in Q4 2025 and has held it in 3 quarters since. 1,067 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Monetary Solutions held 267 shares of iShares Russell Mid-Cap Growth ETF worth $39.1K as of Q2 2026.
  • Monetary Solutions bought 27 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $3.72K.
  • iShares Russell Mid-Cap Growth ETF made up 0.03% of Monetary Solutions's portfolio in Q2 2026, its #134 holding.
  • Monetary Solutions first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,067 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.