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

Moran 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 		$2.6M Buy
+17,726
New +$2.44M 0.07% 288
2025
Q4 		– Sell
-14,625
Closed -$2.08M – 516
2025
Q3 		$2.08M Buy
+14,625
New +$2.07M 0.06% 279

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

Moran Wealth Management opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 17,726 shares worth $2.6M. The stake represents 0.07% of the portfolio and ranks #288 among its holdings. This is a return to the name: Moran Wealth Management previously reported a position in IWP as recently as Q3 2025.

Moran Wealth Management first reported a position in IWP in Q3 2025 and has held it in 2 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Moran Wealth Management held 17,726 shares of iShares Russell Mid-Cap Growth ETF worth $2.6M as of Q2 2026.
  • iShares Russell Mid-Cap Growth ETF was a new Moran Wealth Management position in Q2 2026.
  • iShares Russell Mid-Cap Growth ETF made up 0.07% of Moran Wealth Management's portfolio in Q2 2026, its #288 holding.
  • Moran Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2025 and has held it in 2 quarters since.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.