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

Nova Wealth Management’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	$329K	Hold	2,249	–	–	0.18%	113
2026 Q1	$288K	Sell	2,249 -22	-1%	-$2.98K	0.19%	110
2025 Q4	$311K	Sell	2,271 -77	-3%	-$10.8K	0.21%	103
2025 Q3	$334K	Sell	2,348 -866	-27%	-$122K	0.24%	95
2025 Q2	$446K	Buy	3,214 +2,295	+250%	+$290K	0.33%	76
2025 Q1	$108K	Buy	919 +707	+333%	+$90.9K	0.09%	147
2024 Q4	$26.9K	Buy	+212	New	+$26.9K	0.02%	212

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

Nova Wealth Management's IWP Position: Q2 2026 in Review

Nova Wealth Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 2,249 shares worth $329K. The position accounts for 0.18% of the portfolio, ranked #113.

Nova Wealth Management first reported a position in IWP in Q4 2024 and has held it in 7 quarters since. The position peaked at $446K in Q2 2025. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Nova Wealth Management held 2,249 shares of iShares Russell Mid-Cap Growth ETF worth $329K as of Q2 2026.
Nova Wealth Management left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.18% of Nova Wealth Management's portfolio in Q2 2026, its #113 holding.
Nova Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Nova Wealth Management's iShares Russell Mid-Cap Growth ETF position peaked at $446K in Q2 2025.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.