Pension & Wealth Management Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Pension & Wealth Management Advisors’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	$163K	Buy	1,116 +2	+0.2%	+$276	0.04%	195
2026 Q1	$143K	Hold	1,114	–	–	0.04%	190
2025 Q4	$153K	Buy	1,114 +1	+0.1%	+$140	0.05%	188
2025 Q3	$159K	Sell	1,113 -33	-3%	-$4.66K	0.05%	164
2025 Q2	$159K	Buy	1,146 +1	+0.1%	+$127	0.05%	156
2025 Q1	$135K	Buy	1,145 +1	+0.1%	+$129	0.05%	166
2024 Q4	$145K	Buy	1,144 +1	+0.1%	+$127	0.06%	160
2024 Q3	$134K	Buy	1,143 +2	+0.2%	+$224	0.07%	129
2024 Q2	$126K	Buy	1,141 +1	+0.1%	+$110	0.07%	129
2024 Q1	$130K	Buy	1,140 +1	+0.1%	+$108	0.09%	122
2023 Q4	$119K	Buy	1,139 +4	+0.4%	+$379	0.08%	129
2023 Q3	$104K	Buy	+1,135	New	+$109K	0.07%	126
2023 Q2	–	Sell	-1,134	Closed	-$103K	–	121
2023 Q1	$103K	Buy	1,134 +2	+0.2%	+$178	0.08%	116
2022 Q4	$94.7K	Buy	+1,132	New	+$95.3K	0.08%	120

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Pension & Wealth Management Advisors's IWP Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.18% in Q2 2026, buying an estimated $276 and bringing the position to 1,116 shares worth $163K. The position accounts for 0.04% of the portfolio, ranked #195.

Pension & Wealth Management Advisors first reported a position in IWP in Q4 2022 and has held it in 14 quarters since. 1,174 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Pension & Wealth Management Advisors held 1,116 shares of iShares Russell Mid-Cap Growth ETF worth $163K as of Q2 2026.
Pension & Wealth Management Advisors bought 2 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $276.
iShares Russell Mid-Cap Growth ETF made up 0.04% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #195 holding.
Pension & Wealth Management Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
1,174 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.