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

Naviter Wealth’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	$2.97M	Buy	20,316 +1,497	+8%	+$206K	0.27%	85
2026 Q1	$2.41M	Hold	18,819	–	–	0.3%	83
2025 Q4	$2.58M	Hold	18,819	–	–	0.34%	68
2025 Q3	$2.68M	Hold	18,819	–	–	0.31%	79
2025 Q2	$2.61M	Hold	18,819	–	–	0.32%	80
2025 Q1	$2.21M	Hold	18,819	–	–	0.27%	102
2024 Q4	$2.39M	Buy	+18,819	New	+$2.39M	0.29%	90

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

Naviter Wealth's IWP Position: Q2 2026 in Review

Naviter Wealth increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 8% in Q2 2026, buying an estimated $206K and bringing the position to 20,316 shares worth $2.97M. The position accounts for 0.27% of the portfolio, ranked #85.

Naviter Wealth first reported a position in IWP in Q4 2024 and has held it in 7 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Naviter Wealth held 20,316 shares of iShares Russell Mid-Cap Growth ETF worth $2.97M as of Q2 2026.
Naviter Wealth bought 1,497 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $206K.
iShares Russell Mid-Cap Growth ETF made up 0.27% of Naviter Wealth's portfolio in Q2 2026, its #85 holding.
Naviter Wealth first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.