Pacific Sun Financial’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Pacific Sun Financial’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	$372K	Hold	2,538	–	–	0.15%	160
2026 Q1	$325K	Buy	2,538 +120	+5%	+$16.2K	0.16%	156
2025 Q4	$331K	Buy	2,418 +90	+4%	+$12.6K	0.16%	155
2025 Q3	$332K	Hold	2,328	–	–	0.16%	151
2025 Q2	$323K	Buy	2,328 +59	+3%	+$7.46K	0.17%	150
2025 Q1	$267K	Buy	2,269 +55	+2%	+$7.07K	0.15%	156
2024 Q4	$281K	Sell	2,214 -60	-3%	-$7.63K	0.15%	152
2024 Q3	$267K	Sell	2,274 -35	-2%	-$3.91K	0.15%	153
2024 Q2	$255K	Sell	2,309 -100	-4%	-$11K	0.15%	152
2024 Q1	$275K	Hold	2,409	–	–	0.16%	151
2023 Q4	$252K	Hold	2,409	–	–	0.16%	149
2023 Q3	$220K	Buy	2,409 +6	+0.2%	+$574	0.15%	153
2023 Q2	$219K	Buy	+2,403	New	+$219K	0.15%	162
2022 Q4	$218K	Hold	2,603	–	–	0.15%	161
2022 Q3	$204K	Hold	2,603	–	–	0.14%	168
2022 Q2	$206K	Buy	2,603 +13	+0.5%	+$1.13K	0.14%	171
2022 Q1	$260K	Hold	2,590	–	–	0.14%	159
2021 Q4	$298K	Sell	2,590 -10	-0.4%	-$1.17K	0.16%	149
2021 Q3	$291K	Buy	+2,600	New	+$299K	0.17%	140
2020 Q3	$220K	Buy	+2,540	New	+$214K	0.18%	139

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

Pacific Sun Financial's IWP Position: Q2 2026 in Review

Pacific Sun Financial held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 2,538 shares worth $372K. The position accounts for 0.15% of the portfolio, ranked #160.

Pacific Sun Financial first reported a position in IWP in Q3 2020 and has held it in 20 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Pacific Sun Financial held 2,538 shares of iShares Russell Mid-Cap Growth ETF worth $372K as of Q2 2026.
Pacific Sun Financial left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.15% of Pacific Sun Financial's portfolio in Q2 2026, its #160 holding.
Pacific Sun Financial first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2020 and has held it in 20 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Pacific Sun Financial's 13F filing for Q2 2026, filed 10 Aug 2026.