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

Orgel 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	$508K	Buy	3,471 +318	+10%	+$43.8K	0.01%	83
2026 Q1	$404K	Buy	3,153 +1,175	+59%	+$159K	0.01%	74
2025 Q4	$271K	Sell	1,978 -75	-4%	-$10.5K	0.01%	84
2025 Q3	$292K	Sell	2,053 -219	-10%	-$30.9K	0.01%	75
2025 Q2	$315K	Sell	2,272 -83	-4%	-$10.5K	0.01%	73
2025 Q1	$277K	Sell	2,355 -387	-14%	-$49.8K	0.01%	70
2024 Q4	$348K	Hold	2,742	–	–	0.01%	73
2024 Q3	$322K	Hold	2,742	–	–	0.01%	68
2024 Q2	$303K	Sell	2,742 -95	-3%	-$10.4K	0.01%	65
2024 Q1	$324K	Sell	2,837 -391	-12%	-$42.3K	0.01%	65
2023 Q4	$337K	Buy	3,228 +30	+0.9%	+$2.84K	0.01%	65
2023 Q3	$292K	Sell	3,198 -507	-14%	-$48.5K	0.01%	68
2023 Q2	$358K	Sell	3,705 -142	-4%	-$12.9K	0.01%	59
2023 Q1	$350K	Hold	3,847	–	–	0.01%	57
2022 Q4	$322K	Sell	3,847 -637	-14%	-$53.6K	0.01%	60
2022 Q3	$352K	Sell	4,484 -1,864	-29%	-$160K	0.02%	52
2022 Q2	$503K	Buy	+6,348	New	+$553K	0.03%	41

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

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

Orgel Wealth Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 10% in Q2 2026, buying an estimated $43.8K and bringing the position to 3,471 shares worth $508K. The position accounts for 0.01% of the portfolio, ranked #83.

Orgel Wealth Management first reported a position in IWP in Q2 2022 and has held it in 17 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Orgel Wealth Management held 3,471 shares of iShares Russell Mid-Cap Growth ETF worth $508K as of Q2 2026.
Orgel Wealth Management bought 318 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $43.8K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Orgel Wealth Management's portfolio in Q2 2026, its #83 holding.
Orgel Wealth Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2022 and has held it in 17 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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