Peloton Wealth Strategists’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Peloton Wealth Strategists’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	$2.33M	Buy	15,922 +950	+6%	+$131K	0.86%	45
2026 Q1	$1.92M	Buy	+14,972	New	+$2.03M	0.78%	51
2024 Q1	–	Sell	-2,091	Closed	-$218K	–	93
2023 Q4	$218K	Sell	2,091 -14,609	-87%	-$1.38M	0.09%	93
2023 Q3	$1.53M	Sell	16,700 -148	-0.9%	-$14.2K	0.7%	53
2023 Q2	$1.63M	Buy	16,848 +260	+2%	+$23.7K	0.72%	52
2023 Q1	$1.51M	Sell	16,588 -58	-0.3%	-$5.18K	0.69%	52
2022 Q4	$1.39M	Sell	16,646 -425	-2%	-$35.8K	0.67%	51
2022 Q3	$1.34M	Buy	17,071 +1,035	+6%	+$89.1K	0.7%	53
2022 Q2	$1.27M	Sell	16,036 -301	-2%	-$26.2K	0.62%	57
2022 Q1	$1.64M	Buy	16,337 +1,213	+8%	+$121K	0.69%	53
2021 Q4	$1.74M	Buy	+15,124	New	+$1.76M	0.7%	51

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

Peloton Wealth Strategists's IWP Position: Q2 2026 in Review

Peloton Wealth Strategists increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 6.3% in Q2 2026, buying an estimated $131K and bringing the position to 15,922 shares worth $2.33M. The position accounts for 0.86% of the portfolio, ranked #45.

Peloton Wealth Strategists first reported a position in IWP in Q4 2021 and has held it in 11 quarters since. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Peloton Wealth Strategists held 15,922 shares of iShares Russell Mid-Cap Growth ETF worth $2.33M as of Q2 2026.
Peloton Wealth Strategists bought 950 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $131K.
iShares Russell Mid-Cap Growth ETF made up 0.86% of Peloton Wealth Strategists's portfolio in Q2 2026, its #45 holding.
Peloton Wealth Strategists first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2021 and has held it in 11 quarters since.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Peloton Wealth Strategists's 13F filing for Q2 2026, filed 10 Aug 2026.