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One Day In July LLC’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

One Day In July 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 		$1.59M Hold
10,842
– – 0.11% 61
2026
Q1 		$1.39M Buy
10,842
+197
+2% +$26.7K 0.11% 62
2025
Q4 		$1.46M Sell
10,645
-40
-0.4% -$5.59K 0.12% 61
2025
Q3 		$1.52M Buy
10,685
+28
+0.3% +$3.96K 0.13% 59
2025
Q2 		$1.48M Hold
10,657
– – 0.13% 57
2025
Q1 		$1.25M Buy
10,657
+64
+0.6% +$8.23K 0.13% 58
2024
Q4 		$1.34M Buy
10,593
+32
+0.3% +$4.07K 0.14% 59
2024
Q3 		$1.24M Hold
10,561
– – 0.14% 61
2024
Q2 		$1.17M Sell
10,561
-1,649
-14% -$181K 0.15% 61
2024
Q1 		$1.39M Buy
12,210
+27
+0.2% +$2.92K 0.19% 56
2023
Q4 		$1.27M Buy
12,183
+6,305
+107% +$598K 0.19% 53
2023
Q3 		$537K Buy
5,878
+110
+2% +$10.5K 0.1% 65
2023
Q2 		$557K Buy
5,768
+1,900
+49% +$173K 0.1% 68
2023
Q1 		$352K Buy
3,868
+73
+2% +$6.51K 0.07% 69
2022
Q4 		$317K Buy
+3,795
New +$319K 0.07% 71
2022
Q1 		– Sell
-3,971
Closed -$458K – 80
2021
Q4 		$458K Buy
3,971
+30
+0.8% +$3.5K 0.1% 53
2021
Q3 		$442K Buy
3,941
+179
+5% +$20.6K 0.11% 48
2021
Q2 		$426K Buy
3,762
+480
+15% +$51.3K 0.11% 45
2021
Q1 		$335K Buy
3,282
+198
+6% +$20.7K 0.1% 51
2020
Q4 		$317K Buy
3,084
+222
+8% +$21.1K 0.11% 46
2020
Q3 		$247K Buy
+2,862
New +$242K 0.09% 46

Other funds holding IWP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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
ZBNA
Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

One Day In July LLC's IWP Position: Q2 2026 in Review

One Day In July LLC held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 10,842 shares worth $1.59M. The position accounts for 0.11% of the portfolio, ranked #61.

One Day In July LLC first reported a position in IWP in Q3 2020 and has held it in 21 quarters since. 622 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • One Day In July LLC held 10,842 shares of iShares Russell Mid-Cap Growth ETF worth $1.59M as of Q2 2026.
  • One Day In July LLC left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Growth ETF made up 0.11% of One Day In July LLC's portfolio in Q2 2026, its #61 holding.
  • One Day In July LLC first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2020 and has held it in 21 quarters since.
  • 622 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on One Day In July LLC's 13F filing for Q2 2026, filed 3 Aug 2026.