PDS Planning’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

PDS Planning’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	$367K	Buy	2,504 +3	+0.1%	+$414	0.02%	372
2026 Q1	$320K	Buy	2,501 +1	+0%	+$135	0.02%	374
2025 Q4	$342K	Buy	2,500 +3	+0.1%	+$419	0.02%	345
2025 Q3	$356K	Buy	2,497 +2	+0.1%	+$283	0.02%	327
2025 Q2	$346K	Buy	2,495 +2	+0.1%	+$253	0.03%	317
2025 Q1	$293K	Sell	2,493 -16	-0.6%	-$2.06K	0.02%	333
2024 Q4	$318K	Buy	2,509 +3	+0.1%	+$381	0.03%	282
2024 Q3	$294K	Buy	2,506 +3	+0.1%	+$335	0.03%	300
2024 Q2	$276K	Buy	2,503 +2	+0.1%	+$220	0.03%	280
2024 Q1	$285K	Buy	2,501 +3	+0.1%	+$325	0.03%	274
2023 Q4	$261K	Buy	+2,498	New	+$237K	0.03%	264
2023 Q3	–	Sell	-2,103	Closed	-$203K	–	353
2023 Q2	$203K	Buy	+2,103	New	+$192K	0.03%	298
2022 Q2	–	Sell	-2,085	Closed	-$210K	–	236
2022 Q1	$210K	Buy	2,085 +3	+0.1%	+$299	0.04%	203
2021 Q4	$240K	Buy	2,082 +4	+0.2%	+$466	0.05%	164
2021 Q3	$233K	Hold	2,078	–	–	0.05%	163
2021 Q2	$235K	Buy	2,078 +2	+0.1%	+$214	0.06%	157
2021 Q1	$212K	Hold	2,076	–	–	0.06%	152
2020 Q4	$213K	Buy	+2,076	New	+$198K	0.07%	140

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

PDS Planning's IWP Position: Q2 2026 in Review

PDS Planning increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.12% in Q2 2026, buying an estimated $414 and bringing the position to 2,504 shares worth $367K. The position accounts for 0.02% of the portfolio, ranked #372.

PDS Planning first reported a position in IWP in Q4 2020 and has held it in 18 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

PDS Planning held 2,504 shares of iShares Russell Mid-Cap Growth ETF worth $367K as of Q2 2026.
PDS Planning bought 3 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $414.
iShares Russell Mid-Cap Growth ETF made up 0.02% of PDS Planning's portfolio in Q2 2026, its #372 holding.
PDS Planning first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2020 and has held it in 18 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.