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

NewEdge 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	$603K	Buy	4,120 +386	+10%	+$53.2K	0.01%	806
2026 Q1	$478K	Sell	3,734 -5,375	-59%	-$727K	0.01%	826
2025 Q4	$1.25M	Buy	9,109 +5,383	+144%	+$752K	0.01%	571
2025 Q3	$519K	Sell	3,726 -1,411	-27%	-$199K	0.01%	737
2025 Q2	$721K	Sell	5,137 -1,186	-19%	-$150K	0.01%	608
2025 Q1	$743K	Sell	6,323 -7,675	-55%	-$987K	0.01%	542
2024 Q4	$1.77M	Buy	+13,998	New	+$1.78M	0.03%	377

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

NewEdge Wealth's IWP Position: Q2 2026 in Review

NewEdge Wealth increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 10% in Q2 2026, buying an estimated $53.2K and bringing the position to 4,120 shares worth $603K. The position accounts for 0.01% of the portfolio, ranked #806.

NewEdge Wealth first reported a position in IWP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.77M in Q4 2024. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

NewEdge Wealth held 4,120 shares of iShares Russell Mid-Cap Growth ETF worth $603K as of Q2 2026.
NewEdge Wealth bought 386 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $53.2K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #806 holding.
NewEdge Wealth first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
NewEdge Wealth's iShares Russell Mid-Cap Growth ETF position peaked at $1.77M in Q4 2024.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.