Pinney & Scofield’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Pinney & Scofield’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	$74.5K	Hold	509	–	–	0.04%	95
2026 Q1	$65.2K	Hold	509	–	–	0.04%	97
2025 Q4	$69.7K	Hold	509	–	–	0.04%	92
2025 Q3	$72.5K	Hold	509	–	–	0.05%	86
2025 Q2	$70.6K	Hold	509	–	–	0.05%	90
2025 Q1	$59.8K	Hold	509	–	–	0.04%	91
2024 Q4	$64.5K	Buy	+509	New	+$64.7K	0.05%	90

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

Pinney & Scofield's IWP Position: Q2 2026 in Review

Pinney & Scofield held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 509 shares worth $74.5K. The position accounts for 0.04% of the portfolio, ranked #95.

Pinney & Scofield first reported a position in IWP in Q4 2024 and has held it in 7 quarters since. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Pinney & Scofield held 509 shares of iShares Russell Mid-Cap Growth ETF worth $74.5K as of Q2 2026.
Pinney & Scofield left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.04% of Pinney & Scofield's portfolio in Q2 2026, its #95 holding.
Pinney & Scofield first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.