NBC Securities’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

NBC Securities’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	$1.33M	Sell	9,094 -297	-3%	-$40.9K	0.09%	242
2026 Q1	$1.2M	Buy	9,391 +361	+4%	+$48.9K	0.09%	248
2025 Q4	$1.24M	Buy	9,030 +295	+3%	+$41.2K	0.09%	233
2025 Q3	$1.24M	Buy	8,735 +179	+2%	+$25.3K	0.1%	229
2025 Q2	$1.19M	Sell	8,556 -380	-4%	-$48.1K	0.1%	235
2025 Q1	$1.05M	Buy	8,936 +8,928	+111,600%	+$1.15M	0.09%	241
2024 Q4	$1.13K	Sell	8 -8,167	-100%	-$1.04M	0.1%	216
2024 Q3	$958K	Buy	8,175 +136	+2%	+$15.2K	0.08%	263
2024 Q2	$887K	Sell	8,039 -499	-6%	-$54.8K	0.08%	262
2024 Q1	$974K	Buy	8,538 +401	+5%	+$43.4K	0.09%	238
2023 Q4	$850K	Buy	8,137 +145	+2%	+$13.7K	0.09%	248
2023 Q3	$730K	Buy	+7,992	New	+$764K	0.08%	265

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

NBC Securities's IWP Position: Q2 2026 in Review

NBC Securities reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 3.2% in Q2 2026, selling an estimated $40.9K and leaving 9,094 shares worth $1.33M. The position accounts for 0.09% of the portfolio, ranked #242.

NBC Securities first reported a position in IWP in Q3 2023 and has held it in 12 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

NBC Securities held 9,094 shares of iShares Russell Mid-Cap Growth ETF worth $1.33M as of Q2 2026.
NBC Securities sold 297 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $40.9K.
iShares Russell Mid-Cap Growth ETF made up 0.09% of NBC Securities's portfolio in Q2 2026, its #242 holding.
NBC Securities first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.