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IWP icon

Pflug Koory’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Pflug Koory’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 		$69.5K Hold
475
– – 0.03% 217
2026
Q1 		$60.9K Hold
475
– – 0.03% 212
2025
Q4 		$65K Hold
475
– – 0.03% 211
2025
Q3 		$67.6K Hold
475
– – 0.03% 211
2025
Q2 		$65.9K Sell
475
-85
-15% -$10.8K 0.03% 212
2025
Q1 		$65.8K Hold
560
– – 0.04% 203
2024
Q4 		$71K Hold
560
– – 0.04% 199
2024
Q3 		$65.7K Buy
+560
New +$62.6K 0.03% 206
2024
Q1 		$63.9K Hold
560
– – 0.03% 210
2023
Q4 		$58.5K Hold
560
– – 0.03% 218
2023
Q3 		$51.2K Buy
+560
New +$53.5K 0.03% 218

Other funds holding IWP

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Pflug Koory's IWP Position: Q2 2026 in Review

Pflug Koory held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 475 shares worth $69.5K. The position accounts for 0.03% of the portfolio, ranked #217.

Pflug Koory first reported a position in IWP in Q3 2023 and has held it in 11 quarters since. The position peaked at $71K in Q4 2024. 294 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Pflug Koory held 475 shares of iShares Russell Mid-Cap Growth ETF worth $69.5K as of Q2 2026.
  • Pflug Koory left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Growth ETF made up 0.03% of Pflug Koory's portfolio in Q2 2026, its #217 holding.
  • Pflug Koory first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2023 and has held it in 11 quarters since.
  • Pflug Koory's iShares Russell Mid-Cap Growth ETF position peaked at $71K in Q4 2024.
  • 294 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Pflug Koory's 13F filing for Q2 2026, filed 21 Jul 2026.