Northeast Planning Associates NH’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Northeast Planning Associates NH’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	$2.17M	Buy	15,859 +1,749	+12%	+$241K	1.63%	18
2026 Q1	$1.81M	Buy	14,110 +395	+3%	+$53.5K	1.21%	21
2025 Q4	$1.88M	Buy	13,715 +388	+3%	+$54.2K	1.33%	21
2025 Q3	$1.9M	Sell	13,327 -603	-4%	-$85.2K	1.61%	18
2025 Q2	$1.93M	Buy	13,930 +452	+3%	+$57.2K	1.78%	19
2025 Q1	$1.58M	Buy	+13,478	New	+$1.73M	1.31%	22

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

Northeast Planning Associates NH's IWP Position: Q2 2026 in Review

Northeast Planning Associates NH increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 12% in Q2 2026, buying an estimated $241K and bringing the position to 15,859 shares worth $2.17M. The position accounts for 1.63% of the portfolio, ranked #18.

Northeast Planning Associates NH first reported a position in IWP in Q1 2025 and has held it in 6 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Northeast Planning Associates NH held 15,859 shares of iShares Russell Mid-Cap Growth ETF worth $2.17M as of Q2 2026.
Northeast Planning Associates NH bought 1,749 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $241K.
iShares Russell Mid-Cap Growth ETF made up 1.63% of Northeast Planning Associates NH's portfolio in Q2 2026, its #18 holding.
Northeast Planning Associates NH first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Northeast Planning Associates NH's 13F filing for Q2 2026, filed 30 Jul 2026.