Orion Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Orion Capital 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	$1.61K	Hold	11	–	–	﹤0.01%	483
2026 Q1	$1.41K	Hold	11	–	–	﹤0.01%	448
2025 Q4	$1.51K	Hold	11	–	–	﹤0.01%	469
2025 Q3	$1.57K	Hold	11	–	–	﹤0.01%	494
2025 Q2	$1.52K	Hold	11	–	–	﹤0.01%	450
2025 Q1	$1.29K	Hold	11	–	–	﹤0.01%	449
2024 Q4	$1.39K	Buy	+11	New	+$1.4K	﹤0.01%	452

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

Orion Capital Management's IWP Position: Q2 2026 in Review

Orion Capital Management held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 11 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Orion Capital Management first reported a position in IWP in Q4 2024 and has held it in 7 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Orion Capital Management held 11 shares of iShares Russell Mid-Cap Growth ETF worth $1.61K as of Q2 2026.
Orion Capital Management 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 Orion Capital Management's portfolio in Q2 2026, its #483 holding.
Orion Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.