PFG Investments’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

PFG Investments’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	$507K	Sell	3,461 -59	-2%	-$8.13K	0.02%	659
2026 Q1	$451K	Buy	3,520 +161	+5%	+$21.8K	0.02%	650
2025 Q4	$460K	Buy	3,359 +445	+15%	+$62.2K	0.02%	602
2025 Q3	$415K	Buy	2,914 +80	+3%	+$11.3K	0.02%	619
2025 Q2	$393K	Buy	2,834 +156	+6%	+$19.7K	0.02%	611
2025 Q1	$315K	Buy	2,678 +37	+1%	+$4.76K	0.02%	684
2024 Q4	$335K	Buy	2,641 +263	+11%	+$33.4K	0.02%	656
2024 Q3	$279K	Sell	2,378 -58	-2%	-$6.49K	0.02%	743
2024 Q2	$269K	Buy	2,436 +333	+16%	+$36.6K	0.02%	701
2024 Q1	$240K	Buy	2,103 +129	+7%	+$14K	0.01%	826
2023 Q4	$206K	Buy	+1,974	New	+$187K	0.04%	449

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

PFG Investments's IWP Position: Q2 2026 in Review

PFG Investments reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.7% in Q2 2026, selling an estimated $8.13K and leaving 3,461 shares worth $507K. The position accounts for 0.02% of the portfolio, ranked #659.

PFG Investments first reported a position in IWP in Q4 2023 and has held it in 11 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

PFG Investments held 3,461 shares of iShares Russell Mid-Cap Growth ETF worth $507K as of Q2 2026.
PFG Investments sold 59 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $8.13K.
iShares Russell Mid-Cap Growth ETF made up 0.02% of PFG Investments's portfolio in Q2 2026, its #659 holding.
PFG Investments first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.