New England Professional Planning Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

New England Professional Planning Group’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	$353K	Buy	2,410 +632	+36%	+$87.1K	0.13%	32
2026 Q1	$228K	Hold	1,778	–	–	0.1%	41
2025 Q4	$243K	Buy	+1,778	New	+$248K	0.1%	42

Other funds holding IWP

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

ZBNA

Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

New England Professional Planning Group's IWP Position: Q2 2026 in Review

New England Professional Planning Group increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 36% in Q2 2026, buying an estimated $87.1K and bringing the position to 2,410 shares worth $353K. The position accounts for 0.13% of the portfolio, ranked #32.

New England Professional Planning Group first reported a position in IWP in Q4 2025 and has held it in 3 quarters since. 696 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

New England Professional Planning Group held 2,410 shares of iShares Russell Mid-Cap Growth ETF worth $353K as of Q2 2026.
New England Professional Planning Group bought 632 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $87.1K.
iShares Russell Mid-Cap Growth ETF made up 0.13% of New England Professional Planning Group's portfolio in Q2 2026, its #32 holding.
New England Professional Planning Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
696 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on New England Professional Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.