OneAscent Financial Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

OneAscent Financial Services’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	$426K	Buy	2,913 +113	+4%	+$15.6K	0.02%	417
2026 Q1	$359K	Buy	2,800 +53	+2%	+$7.17K	0.02%	415
2025 Q4	$376K	Buy	2,747 +1,064	+63%	+$149K	0.03%	296
2025 Q3	$240K	Buy	+1,683	New	+$238K	0.02%	433

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 22.9% 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

OneAscent Financial Services's IWP Position: Q2 2026 in Review

OneAscent Financial Services increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 4% in Q2 2026, buying an estimated $15.6K and bringing the position to 2,913 shares worth $426K. The position accounts for 0.02% of the portfolio, ranked #417.

OneAscent Financial Services first reported a position in IWP in Q3 2025 and has held it in 4 quarters since. 1,222 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

OneAscent Financial Services held 2,913 shares of iShares Russell Mid-Cap Growth ETF worth $426K as of Q2 2026.
OneAscent Financial Services bought 113 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $15.6K.
iShares Russell Mid-Cap Growth ETF made up 0.02% of OneAscent Financial Services's portfolio in Q2 2026, its #417 holding.
OneAscent Financial Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
1,222 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.