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

Nvest Wealth Strategies’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 		$3.22K Hold
22
– – ﹤0.01% 171
2026
Q1 		$2.82K Hold
22
– – ﹤0.01% 172
2025
Q4 		$3.01K Buy
+22
New +$3.08K ﹤0.01% 171

Other funds holding IWP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Commonwealth Equity Services
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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PMFA
Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 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

Nvest Wealth Strategies's IWP Position: Q2 2026 in Review

Nvest Wealth Strategies held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 22 shares worth $3.22K. The position accounts for ﹤0.01% of the portfolio, ranked #171.

Nvest Wealth Strategies first reported a position in IWP in Q4 2025 and has held it in 3 quarters since. 805 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Nvest Wealth Strategies held 22 shares of iShares Russell Mid-Cap Growth ETF worth $3.22K as of Q2 2026.
  • Nvest Wealth Strategies left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #171 holding.
  • Nvest Wealth Strategies first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 805 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.