NVWM LLC’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

NVWM LLC’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	$5.16K	Hold	35	–	–	﹤0.01%	365
2026 Q1	$4.51K	Hold	35	–	–	﹤0.01%	357
2025 Q4	$4.82K	Hold	35	–	–	﹤0.01%	360
2025 Q3	$5.01K	Hold	35	–	–	﹤0.01%	346
2025 Q2	$4.87K	Hold	35	–	–	﹤0.01%	341
2025 Q1	$4.13K	Hold	35	–	–	﹤0.01%	332
2024 Q4	$4.45K	Hold	35	–	–	﹤0.01%	323
2024 Q3	$4.11K	Buy	+35	New	+$3.91K	﹤0.01%	328

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

NVWM LLC's IWP Position: Q2 2026 in Review

NVWM LLC held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 35 shares worth $5.16K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

NVWM LLC first reported a position in IWP in Q3 2024 and has held it in 8 quarters since. 1,212 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

NVWM LLC held 35 shares of iShares Russell Mid-Cap Growth ETF worth $5.16K as of Q2 2026.
NVWM LLC 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 NVWM LLC's portfolio in Q2 2026, its #365 holding.
NVWM LLC first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
1,212 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on NVWM LLC's 13F filing for Q2 2026, filed 29 Jul 2026.