Norden Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Norden 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	$328K	Sell	2,243 -259	-10%	-$35.7K	0.03%	497
2026 Q1	$321K	Buy	2,502 +38	+2%	+$5.14K	0.03%	455
2025 Q4	$337K	Buy	2,464 +671	+37%	+$93.8K	0.03%	432
2025 Q3	$255K	Sell	1,793 -779	-30%	-$110K	0.03%	510
2025 Q2	$357K	Buy	2,572 +588	+30%	+$74.4K	0.04%	416
2025 Q1	$233K	Sell	1,984 -355	-15%	-$45.6K	0.03%	490
2024 Q4	$296K	Hold	2,339	–	–	0.03%	421
2024 Q3	$274K	Buy	+2,339	New	+$262K	0.03%	418

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

Norden Group's IWP Position: Q2 2026 in Review

Norden Group reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 10% in Q2 2026, selling an estimated $35.7K and leaving 2,243 shares worth $328K. The position accounts for 0.03% of the portfolio, ranked #497.

Norden Group first reported a position in IWP in Q3 2024 and has held it in 8 quarters since. The position peaked at $357K in Q2 2025. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Norden Group held 2,243 shares of iShares Russell Mid-Cap Growth ETF worth $328K as of Q2 2026.
Norden Group sold 259 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $35.7K.
iShares Russell Mid-Cap Growth ETF made up 0.03% of Norden Group's portfolio in Q2 2026, its #497 holding.
Norden Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
Norden Group's iShares Russell Mid-Cap Growth ETF position peaked at $357K in Q2 2025.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.